Mortgage Loan Boarding Specialist (Remote)

Role The Mortgage Loan Boarding Specialist supports the 7 Servicing mission by ensuring newly originated and transferred mortgage loans are accurately set up in the servicing system. This role plays a critical part in providing a smooth experience for our members by making sure loan information is complete, accurate, and ready for ongoing servicing. Attention to detail, teamwork, and a commitment to service excellence are essential. Essential Functions and Responsibilities • Reviews mortgage loan documents and data for accuracy, completeness, and consistency prior to boarding. • Sets up newly originated and transferred mortgage loans on the servicing platform in accordance with credit union policies and investor requirements. • Verifies key loan details including Loan terms, interest rate, and payment information, member/borrower information, Escrow setup for taxes and insurance and investor and product type. • Compares boarded loan data to source documents and resolve discrepancies in a timely manner. • Works collaboratively with mortgage origination, closing, accounting, and servicing teams to resolve issues. • Assists with post-boarding quality control reviews to ensure ongoing data integrity. • Supports compliance with applicable regulations, investor guidelines, and internal procedures. • Maintains clear and organized documentation of work performed. • Performs other job-related duties as assigned. Experience • Minimum 1 year of mortgage industry or related experience (such as consumer or commercial lending). Required • Familiarity with Home Equity Line of Credit (HELOC) products. Required • Basic understanding of mortgage loan documents and servicing processes. Required • Experience working with computer system(s) for mortgage lending and reporting systems. Preferred • Experience in mortgage servicing, loan boarding, post-closing, or mortgage operations. Preferred • Experience with mortgage servicing systems. Preferred • Familiarity with conventional and government loan products (FHA, VA, USDA), a plus. • Experience with ICE MSP platform, a plus. Education • High School Diploma or GED Required • Associates Degree Preferred Other Skills Required • Strong attention to detail and commitment to accuracy. • Ability to analyze information, identify discrepancies, and follow through to resolution. • Proficiency with Microsoft Office applications, especially Excel.