Servicing Transfer Coordinator
Job Description
Job Description
Overview
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.
More reasons you’ll love working here include:
- 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
Responsibilities
• Coordinate the onboarding (inbound) and offboarding (outbound) of mortgage servicing portfolios by collaborating with prior or new servicers, internal departments, and investors.
•Review and validate loan-level data files, ensuring completeness and accuracy before, during, and after transfer.
• Ensure all servicing transfers comply with CFPB, Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, and other regulatory or investor requirements.
• Serve as a liaison between internal departments (Customer Service, Escrow, Loss Mitigation, Payment Processing, etc.) and external partners to resolve transfer-related issues.
• Investigate and resolve transfer discrepancies including misapplied payments, escrow shortages, pending loss mitigation workouts, or missing documentation.
• Generate and review transfer-related reports to monitor progress, track outstanding items, and identify trends or risks.
• Ensure borrower notifications (hello/goodbye letters) are accurate and timely, and assist with resolving borrower inquiries post-transfer.
• Participate in post-transfer reviews to ensure data integrity and proper loan boarding.
Qualifications
Must-Have Qualifications:
• High school diploma or equivalent
• 2+ years of experience in mortgage servicing or loan operations, preferably in transfer coordination
• Strong understanding of mortgage servicing processes and regulatory requirements
• Proficient in Microsoft Office (Excel, Outlook, Word)
• Excellent communication and organizational skills
• Attention to detail and accuracy under pressure
Nice to Have Qualifications:
• Experience with servicing systems (e.g., MSP, LoanServ, Black Knight)
• Familiarity with investor guidelines (Fannie, Freddie, FHA, etc.)
• Experience with both bulk and flow servicing transfers