Loan Boarding Specialist jobs in United States
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United Wholesale Mortgage · 10 hours ago

Loan Boarding Specialist

United Wholesale Mortgage is a leading mortgage lender, and they are seeking a Loan Boarding Specialist. This role is responsible for accurately onboarding mortgage loans into the servicing system, ensuring compliance and data integrity throughout the process.

FinanceFinancial ServicesMortgage

Responsibilities

Accurately board new mortgage loans into the servicing platform (e.g., MSP, LoanServ, or other systems)
Review and validate data from closing documents such as promissory notes, mortgage/deed of trust, escrow instructions, and loan applications
Perform quality control checks to ensure completeness, accuracy, and compliance with investor guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA)
Coordinate with internal teams including Loan Origination, Investor Reporting, Compliance, and Escrow to resolve data discrepancies
Maintain accurate and timely documentation of loan boarding processes and exceptions
Load and verify escrow accounts, tax and insurance information, and payment schedules
Reconcile loan data against transfer or acquisition reports
Support audits and regulatory reviews by providing documentation and system data
Identify and escalate system or data anomalies to management for resolution

Qualification

Mortgage servicing experienceServicing systems proficiencyData validation skillsMicrosoft ExcelAttention to detailInvestor guidelinesRESPATILAEffective communicationOrganizational skillsWork under pressure

Required

High School diploma or equivalent required
1–3 years of experience in mortgage servicing, loan boarding, or loan operations
Strong attention to detail and organizational skills
Ability to interpret loan documentation and investor requirements
Proficient in Microsoft Excel and data entry
Effective written and verbal communication skills
Ability to work in a fast-paced, deadline-driven environment

Preferred

Associate's or Bachelor's degree in Finance, Business, or related field preferred
Experience with servicing systems (e.g., Black Knight MSP, LoanServ) preferred
Familiarity with RESPA, TILA, and CFPB mortgage servicing rules
Knowledge of investor guidelines (FNMA, FHLMC, GNMA)
Experience with bulk loan acquisitions or servicing transfers

Benefits

Paid Time Off (PTO) after just 30 days
Additional parental and maternity leave benefits after 12 months
Adoption reimbursement program
Paid volunteer hours
Paid training and career development
Medical, dental, vision and life insurance
401k with employer match
Mortgage discount and area business discounts
Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon
Gourmet cafeteria featuring homemade breakfast and lunch
Convenience store featuring healthy grab-and-go snacks
In-house Starbucks and Dunkin
Indoor/outdoor café with Wi-Fi

Company

United Wholesale Mortgage

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United Wholesale Mortgage is a wholesale mortgage lender.

Funding

Current Stage
Public Company
Total Funding
$2.3B
Key Investors
The Gores Group
2025-09-09Post Ipo Debt· $1B
2024-12-05Post Ipo Debt· $800M
2021-01-22IPO

Leadership Team

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Martim Schnack
VP, IT Enablement
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Company data provided by crunchbase