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Servicing Transfer Analyst II

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This position is responsible for Bulk and Flow Mortgage Servicing Loan transfers from various Mortgage Banking Institutions. Assist with the oversight of the daily operations of the mortgage servicing transfers which must be completed in compliance with RESPA, Investor Guidelines, CFPB and applicable law. This position requires a high level of coordination with our sub servicers and key internal business partners.

Essential Job Functions (include the following). Other duties may be assigned:

Ability to comprehend terms of Purchase and Sales Agreements, Letters of Intent relative to Servicing Transfers

Coordinate pre and post transfer activities between Seller, Freedom Mortgage, Document Custodian and Sub Servicer

Facilitate conference calls pre and post transfer

Update and maintain key transfer documents to include but not limited to, servicing questionnaire, transfer instructions and Process and Procedures

Monitor transfer tasks closely to ensure all timelines are met and update task tracker accordingly
Complete P&I and T&I accounting reconciliations
Trains new hires
Travel to seller’s facility to conduct Due Diligence reviews
Prepare recommendations on Due Diligence findings to executive management
Make independent decisions for best course of action in driving a successful transfer
Tracking Mortgage Documents as it relates to contractual holdbacks
Prepare and distribute executive summaries to internal partners on key attributes relative to Transfer
Maintain strong relationships with internal and external partners
Quickly assess the big picture in complex situations and identify what is critical to success
 Other duties as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below
are representative of the knowledge, skill, and/or ability required.

Education and/or Experience
 Bachelors Degree (B.A.) from a four-year College or University
 3 to 5 years Mortgage Servicing experience
 2+ years Mortgage Transfers experience

Language Skills

Ability to read words and to recognize similarities and differences between words and between series of numbers. Ability to comprehend
and write simple instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group
situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with
problems involving a few concrete variables in standardized situations.

Certificates, Licenses, Registrations
None required

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally
required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or
move up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential
functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties.

You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.