Cake Mortgage Corp · 3 weeks ago
Loan Boarding Specialist
Chatsworth,CA,US
Full-time
Onsite
Entry Level
1+ years expCAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred loans into the company’s servicing system, ensuring data integrity and compliance with regulatory guidelines.
CreditFinanceFinancial ServicesLendingMortgage
Responsibilities
Review loan documentation for completeness and accuracy (notes, disclosures, collateral documents, closing packages, etc.)
Enter and validate loan data within the servicing system (e.g. Encompass/ICE)
Upload and organize supporting documents into the imaging system
Perform QC checks to ensure loans meet investor, regulatory, and company servicing requirements
Validate critical fields such as interest rates, amortization schedules, escrow setup, payment methods, and special loan features
Resolve data discrepancies by coordinating with originations, closing, underwriting, and secondary marketing teams
Communicate with lenders, brokers, or onboarding partners to obtain missing information or documentation
Support Servicing, Accounting, Escrow, and Investor Reporting teams with loan-level questions
Track and manage onboarding timelines to ensure loans are boarded accurately and on time
Monitor loan boarding pipelines and ensure proper workflow progression
Generate reports and reconcile data to confirm successful system uploads
Recommend process improvements to increase accuracy and efficiency
Qualification
Required
1+ years of experience in loan servicing, loan operations, mortgage banking, or related financial industry
Strong knowledge of loan documents, loan lifecycle, and regulatory requirements (RESPA, TILA, CFPB, etc.)
Proficiency in loan servicing systems and document management software
Excellent attention to detail, analytical skills, and organizational skills
Ability to work in a fast-paced, deadline-driven environment
Benefits
Competitive compensation and performance-based bonuses.
Opportunities for career advancement and innovation.
Company
Cake Mortgage Corp
Our Mission is to be a Partner For Life by empowering our customers to get the most value out of their biggest investment–whether they’re purchasing a new home, refinancing to a lower rate or tapping some hard-earned equity, we’ll stop at nothing to make every stage of home ownership a piece of Cake.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Hilton Sher
Cyber Security Information Executive & CTO
Company data provided by crunchbase