The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred mortgage loans into the servicing system. This role ensures that loan data is correctly imported, verified, and reconciled with supporting documentation, ensuring compliance with investor, regulatory, and internal guidelines.

• 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.

Must-Have Qualifications:
• High School diploma or equivalent required.
• Associate’s or Bachelor’s degree in Finance, Business, or related field preferred.
• 1–3 years of experience in mortgage servicing, loan boarding, or loan operations.
• Experience with servicing systems (e.g., Black Knight MSP, LoanServ) preferred.
• 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.

Nice To Have Qualifications:

• Familiarity with RESPA, TILA, and CFPB mortgage servicing rules.
• Knowledge of investor guidelines (FNMA, FHLMC, GNMA).
• Experience with bulk loan acquisitions or servicing transfers.

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

All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.