Mortgage Loan Boarding Specialist

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. 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. Understands Home Equity Lines of Credit (HELOCs) products and supports HELOC loan boarding and validation. 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 Experience boarding mortgage and/or HELOC loans into a mortgage servicing platform. Required Strong understanding of mortgage servicing data structures, loan boarding processes, and servicing system field relationships. Required Experience analyzing loan and servicing data, identifying discrepancies or exceptions, researching root causes, and following issues through resolution. Required Experience with ICE MSP servicing platform. Preferred Experience performing loan data mapping between servicing systems during loan conversions or portfolio acquisitions. Preferred Experience interpreting data layouts, file specifications, and mapping documentation. Preferred Familiarity with conventional and government loan products (FHA, VA, USDA). Preferred Education: High School Diploma or GED Required Bachelors Degree Preferred Other Skills Required: Member-focused mindset with a commitment to service excellence. Strong organizational and time-management skills. Ability to work collaboratively in a team-oriented environment. Strong written and verbal communication skills. Originally posted on Himalayas