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United Wholesale Mortgage · 1 week ago

Loan Boarding Specialist

Pontiac, MI

Full-time

Onsite

Entry Level

1+ years exp

United Wholesale Mortgage is seeking a Loan Boarding Specialist responsible for accurately onboarding mortgage loans into the servicing system. The role involves verifying loan data, ensuring compliance with guidelines, and coordinating with various internal teams to resolve discrepancies.

FinanceFinancial ServicesMortgage

Responsibilities

Accurately board new mortgage loans into the servicing platform (e.g., MSP, LoanServ, or other systems)

Review and validate data from closing documents such as promissory notes, mortgage/deed of trust, escrow instructions, and loan applications

Perform quality control checks to ensure completeness, accuracy, and compliance with investor guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA)

Coordinate with internal teams including Loan Origination, Investor Reporting, Compliance, and Escrow to resolve data discrepancies

Maintain accurate and timely documentation of loan boarding processes and exceptions

Load and verify escrow accounts, tax and insurance information, and payment schedules

Reconcile loan data against transfer or acquisition reports

Support audits and regulatory reviews by providing documentation and system data

Identify and escalate system or data anomalies to management for resolution

Qualification

Mortgage servicing experienceServicing systems proficiencyData entryMicrosoft ExcelLoan documentation interpretationInvestor guidelinesRESPATILACFPBBulk loan acquisitions experienceAttention to detailCommunication skills

Required

High School diploma or equivalent required

1–3 years of experience in mortgage servicing, loan boarding, or loan operations

Experience with servicing systems (e.g., Black Knight MSP, LoanServ)

Strong attention to detail and organizational skills

Ability to interpret loan documentation and investor requirements

Proficient in Microsoft Excel and data entry

Effective written and verbal communication skills

Ability to work in a fast-paced, deadline-driven environment

Preferred

Familiarity with RESPA, TILA, and CFPB mortgage servicing rules

Knowledge of investor guidelines (FNMA, FHLMC, GNMA)

Experience with bulk loan acquisitions or servicing transfers

Associate's or Bachelor's degree in Finance, Business, or related field

Benefits

Paid Time Off (PTO) after just 30 days

Additional parental and maternity leave benefits after 12 months

Adoption reimbursement program

Paid volunteer hours

Paid training and career development

Medical, dental, vision and life insurance

401k with employer match

Mortgage discount and area business discounts

Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court

Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon

Gourmet cafeteria featuring homemade breakfast and lunch

Convenience store featuring healthy grab-and-go snacks

In-house Starbucks and Dunkin

Indoor/outdoor café with Wi-Fi