role in the accurate and timely onboarding of newly originated and transferred loan portfolios, including both real estate-secured and chattel loans. The ideal candidate has a deep understanding of loan boarding best practices, system mapping (FICS preferred), and compliance-driven data integrity.
Key Responsibilities
- Coordinate and execute the onboarding of new loan portfolios, including bulk transfers and individual originations.
- Import and validate loan data using system templates (e.g., FICS import modules), ensuring all critical fields are accurately mapped and reconciled.
- Conduct pre-boarding audits: verify collateral data, escrow balances, interest calculations, and payment schedules.
- Work closely with originations, escrow, compliance, and IT teams to ensure smooth data transfer and onboarding handoff.
- Review and upload required loan documentation, including security instruments, amortization schedules, insurance declarations, escrow analyses, and borrower contact information.
- Track onboarding milestones and maintain detailed logs of pending documentation or data corrections.
- Generate borrower communications such as welcome letters
- Troubleshoot data anomalies or system errors and escalate issues for resolution.
- Assist with onboarding checklists and playbooks to standardize and improve future transfers.
- Support audits, investor due diligence, and servicing reviews related to data boarding.
Skills, Knowledge and Expertise
- 2+ years of experience in mortgage or consumer loan servicing, preferably in a loan boarding or data reconciliation capacity
- Familiarity with FICS, MSP, or equivalent servicing platforms
- Strong knowledge of mortgage documents and data fields (e.g., Note, Security Instrument, Escrow, Amortization)
- Proven attention to detail and ability to identify and correct data inconsistencies
- Intermediate to advanced Excel skills (e.g., VLOOKUP, pivot tables)
- Excellent organizational and time management skills
- Strong written and verbal communication skills
- Experience with chattel loan boarding, including manufactured housing loans
- Prior experience onboarding servicing transfers or investor portfolios
- Knowledge of escrow administration, loan accounting, and compliance regulations (RESPA, TILA)
- Experience working with servicing systems (FICS), Payment processing (Paymentus), Black Knight, or API-driven loan systems
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
