Mortgage Loan Boarding Specialist

Responsibilities

• In this role, you'll ensure loans are accurately set up, funded, and ready for servicing-setting the foundation for a positive member experience.
• Board and set up newly closed mortgage loans into the servicing system with accuracy and attention to detail
• Track loan pipelines and monitor receipt of closing documentation from settlement agents
• Review loan files to ensure completeness, accuracy, and alignment with closing documentation
• Identify and resolve missing or incorrect documentation by partnering with closing agents and internal teams
• Process loan disbursements, including posting transactions and distributing funds to appropriate parties
• Maintain tracking tools and reports to ensure all loans are accounted for and processed timely
• Post interest, escrow balances, and ensure all financial transactions are completed correctly
• Establish and track insurance (PMI, homeowner's, flood) and tax-related requirements
• Ensure loans are properly booked and meet all internal standards and regulatory requirements
• What You Bring
• 1+ year of mortgage servicing, loan operations, or banking experience
• High School Diploma or General Equivalency Degree (GED)
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Ability to interpret and verify financial and legal loan documentation
• Effective communication skills when working across teams and with external partners
• Proficiency with Microsoft Office; experience with systems such as Encompass, DNA, or servicing platforms is a plus
• A proactive and solution-oriented mindset
• What Sets You Apart
• At Broadview, we hire for both skill and mindset.
• You take ownership and follow through
• You value accuracy and accountability
• You collaborate well with others to solve problems
• You are motivated to continuously improve processes and outcomes
• Starting Compensation: $20.00 - $22.69/hr., plus a competitive benefits package
• Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Additional Information

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! At Broadview Federal Credit Union, every loan represents more than a transaction-it represents a member's goals, their home, and their future. As a Mortgage Loan Boarding Specialist , you'll play a key role in bringing those loans to life behind the scenes. From boarding loans into our systems to ensuring funds are disbursed accurately, your work ensures a seamless transition from closing to servicing. If you are detail-driven, organized, and take pride in getting things right, this is your opportunity to make a meaningful impact in a people-first, community-focused organization.

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