New Loan Boarding Specialist

Responsible for review of data with accurate results in the Boarding of New Loans to our Servicing Platform, communicating both internally and externally with customers and associated requests received by telephone and email. In addition, the Loan Boarding Specialist will communicate regularly with borrowers and resolve loan level issues.

At UHM, we understand diversity comes in many different forms. It’s our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and create inclusive partner opportunities to ensure that you know #UBelongAtUHM!

DUTIES & RESPONSIBILITIES

• Convert, review, and validate the Borrower, Loan, Insurance, and Tax Information files to ensure all required data is complete and accurate for system upload.
• Conduct a complete accuracy check of all loans, borrowers, insurance, and tax data, correcting discrepancies using Encompass and closing documentation.
• Perform required post boarding checks and verify accuracy of escrow, ARM, buydown, Construction, and interim serviced loan setups.
• Update internal system regarding status of loans
• Collaborate with Sales, Processing, Closing, and Funding teams to obtain missing documents, resolve discrepancies, and address missing or incorrectly boarded loans
• Maintains current knowledge of all policies, procedures and other documentation for servicing, programs, or products
• Answer general loan boarding questions via Halo ticketing system
• Ensure that services are delivered professionally and efficiently with prompt problem resolution
• Update daily tracking logs, maintain documentation of corrections and reports, and upload required conversion reports to SharePoint.
• Additional responsibilities as assigned