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Entry-level specialist responsible for processing, reviewing, cataloging, inventorying, researching, and shipping mortgage servicing and collateral documents. The role includes data entry, vendor and servicing partner communication, SLA management, exception reporting, MERS updates, file tracking, customer request processing, and monthly inventory audits. Strong confidentiality, organization, communication, prioritization, research, and Microsoft Office skills are required.

Owns budgeting, forecasting, reporting, financial modeling, KPI analysis, variance commentary, scenario planning, and ad hoc analysis. Partners with business leaders to evaluate initiatives, develop business cases, identify cost optimization opportunities, and support strategic decisions. Requires strong Excel, reporting, accounting, ERP, and financial planning tool skills. This is an on-site role with occasional adjusted schedules, overtime, or evening and weekend work as business needs require.

Supports imaging and document retention systems by monitoring ingestion, export, reconciliation, service levels, and quality standards. Coordinates process implementations with business, PMO, and IT teams; develops reports and SQL queries; investigates missing documents; supports client image transfers and ad hoc uploads/exports; troubleshoots vendor interfaces; and performs business acceptance testing for process enhancements.

Coordinates the boarding and de-boarding of mortgage loans, managing transfer timelines, regulatory communications, data exchanges, documentation, servicer calls, exception resolution, and KPI tracking. The role collaborates with internal teams, external servicers, portfolio managers, and clients to ensure accurate and timely loan transfers. It requires mortgage servicing and loan transfer experience, Excel and SQL proficiency, analytical and project management skills, and occasional after-hours or weekend support.

Leads retail mortgage sales across multiple offices by recruiting, developing, and managing Loan Consultants. Drives production volume, market share, profitability, and business-plan execution; identifies market and business opportunities; monitors performance; implements company policies; supports loan quality and customer service goals; provides coaching, reviews, reporting, and personal loan production while promoting the company brand.

The Centralized Account Executive markets mortgage products to brokers, manages broker relations, and ensures superior service delivery.

Reviews and investigates borrower Qualified Written Requests, disputes, and complaints; researches loan histories, documentation, policies, and regulatory requirements; identifies root causes; coordinates account corrections; and prepares timely written resolutions. The specialist must manage regulatory deadlines, communicate with operational partners, and maintain strong research, writing, organizational, and problem-solving skills while applying mortgage servicing regulations.

Prepares, reviews, verifies, and finalizes residential mortgage closing documents, including preliminary settlement statements and CD/ALTA packages. Coordinates with lenders, title companies, settlement agents, borrowers, and internal teams to meet deadlines and service-level agreements. Reviews fees, taxes, premiums, endorsements, vesting, and regulatory requirements for accuracy and compliance. Manages multiple files, supports post-closing changes, and provides operational coverage as needed.

The Senior Compliance Analyst manages compliance issues, coordinates regulatory and agency changes, validates corrective action plans, and conducts post-implementation reviews. The role monitors remediation, maintains audit documentation, assesses regulatory impacts, updates policies and training materials, and collaborates with Legal, Risk, and business units. It requires strong analytical, communication, organizational, and regulatory knowledge, especially within financial services or mortgage servicing.

Leads a team of Transaction Managers overseeing performance, quality, workflows, contract reviews, deal obligations, disputes, remediations, loan due diligence, investor guidelines, and securitization performance. Manages stakeholder communications, training, reporting, analytics, and relationships with sellers, investors, vendors, and Master Servicers. Ensures service-level agreements, quality metrics, operational requirements, and financial impacts are effectively managed.