SWE Homes, LP · 3 days ago
Loan Boarding Specialist
Houston, TX
Full-time
Onsite
New Grad, Entry LevelSWE Homes, a Real Estate Investment Company, is currently seeking a Loan Boarding Specialist to join their team. The role involves boarding loans and modifications to the servicing system, coordinating servicing transfers, and managing customer communications throughout the loan process.
Intellectual PropertyProperty ManagementReal EstateRental Property
Responsibilities
Board loans and modifications to ILS servicing system:
For originated loans, process data uploads from Calyx to ILS
QC data from uploads against loan documentation for accuracy
Notes and Security instruments
Loan applications, closing disclosures, etc
Set up tasks if loan requires repairs or draws
Set up tracking information for insurance and taxes
Calculate seller’s prorated taxes (seller financed) and adjust escrow balance
For Note purchases, manually input boarding data from the Note, Deed of Trust, applications, loan histories, etc
Coordinate servicing transfers:
Contact current servicer on Note Purchases
Determine date for servicing transfer
Send ‘hello’ letters
Follow up on payments received during interim servicing
Follow up on original collateral documents (Note, Allonges, Assignments, Deeds of Trust, etc.)
Set up ACH for loan payments as requested by borrowers
Fund draws as outlined in loan documents
Receive customer request for a draw
Order inspection, if needed
Request that borrower submit pictures of work completed and review
Prepare email request to Scott for approval to release draw
Once approved, request check for borrower, advance the principal balance on ILS, and adjust monthly P&I payment as needed
Communicate with borrower throughout the process
The Preserve
Send out monthly billings to property owners for water and trash pickup
Send out annual billings for assessments
Compile packages for the annual property owners’ meeting and mail out
Collection calls for delinquent assessments, water/trash
Send out ‘turn off’ letters to property owners delinquent on water/trash
Send out violation notices as needed
Handle ACC submissions, present to the Board
Send email blasts to property owners for announcements
Communicate/respond with property owners as needed
Qualification
Required
Highly organized, detail-oriented, creative, and able to work under pressure and tight deadlines
Good work ethic, exceptional customer service, and strong follow-up skills
Proactive, self-starting, friendly, positive, and upbeat attitude
Strong organizational skills and ability to keep detailed notes and records
Great prioritizing skills and ability to communicate effectively (verbally and written) with internal and external parties
Able to work with highly confidential information
Work with a sense of urgency and be aware of compliance timeframes
Company
SWE Homes, LP
SWE Homes, LP | Everyday Homes for Everyday People At SWE Homes, we are committed to empowering individuals and families to achieve their property ownership dreams.
Founded in 1987
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase