This position will organize, assist, and support the daily responsibilities associated with mortgage servicing transfers and ongoing management of contracts and contract relationships associated with prior mortgage servicing transfers.
Daily assistance of all Transaction Management Functions; this includes but is not limited to:
- Direct support of all Mortgage acquisition projects beginning with onboarding ending with a successful mortgage servicing transfer
- Assist with the preparation, review, and organization of legal documents related to transactions, including contracts, agreements, and closing documents.
- Maintain and update transaction checklist to ensure all deadlines and requirement are met prior to closing, during closing, and post-closing.
- Coordinate and organize documents for closings, including preparing signatures, compiling documents, and storing final executed copies.
- Coordinate and conduct routine meetings with Sellers throughout the transaction lifecycle.
- Identify and communicate onboarding counterparty issues.
- Support onboarding & closing timeline with external counterparty.
- Manage, coordinate, and track closing and post-closing matters effectively.
- Provide support to Management, Analysts, and Corporate Technology on the design, development and management of servicing transfer reporting, infrastructure and workflow.
- Communicate details of upcoming servicing transfers with internal and external stakeholders including executed agreements, transfer instructions, and controls.
- Situational involvement with internal workgroups for specialized projects.
- Provide assistance in drafting, reviewing, and approving prior servicer claims including review and approval of letters, reporting, and meditation of appealed claims.
- Provide support to management on situational guidance to business units on interpretation and contract application to loan-level scenarios.
ASSOCIATED PERFORMANCE CRITERIA
Supervision Received
Work is performed with supervision.
Job Complexity
Job duties are varied and can be complex.
PREREQUISITE PREPARATION
- Associate’s degree or Paralegal certificate from an accredited program or strong commensurate experience would be considered
- Experience with mortgage servicing is a plus but not required.
- Project management skills are a plus but not required.
- Previous experience or internship in a corporate legal environment is a plus but not required.
OTHER POSITION REQUIREMENTS
- Ability to succeed in a fast-paced, goal driven environment
- Excellent verbal and written communication skills
- Excellent critical thinking and analytical skills
- Excellent attention to detail
- Proficiency with Microsoft Applications (Excel, Word and PowerPoint), Access preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Associate's degree or Paralegal certificate from an accredited program
- Experience with mortgage servicing
- Project management skills
- Experience or internship in a corporate legal environment
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
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