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Transfer Coordinator, Servicing

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This position  is  responsible for Bulk and Flow Mortgage Servicing Loan transfers from various Mortgage Banking Institutions. This position will 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:

  • Ability to comprehend terms of Purchase and Sales Agreements and Letters of Intent relative to Servicing Transfers
  • Coordinate pre and post transfer activities between Seller, Freedom Mortgage, Document Custodian and Sub Servicer(s)
  • Facilitate conference calls pre and post transfer
  • Update and maintain key transfer documents to include, but not limited to, servicing questionnaire, transfer instructions, transfer database and Process and  Procedures documents. Monitor transfer tasks closely to ensure all timelines are met and update transfer database accordingly
  • Assist with Pre and Post transfer reconciliations
  • Be prepared to conduct site visits to assist with Due Diligence reviews as necessary
  • Tracking Mortgage Documents as it relates to contractual holdbacks tied to acquired loans, and   assist in tracking down missing documents on loans sold service released.
  • Prepare and distribute executive summaries to internal partners on key attributes relative to Transfers of servicing
  • Maintain strong relationships with internal and external partners
  • Quickly assess the big picture in complex situations and identify what is critical to success
  • Routinely make decisions for best course of action in driving success
  • Perform other duties as assigned  







Position Requirements:




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 preferred
  • 2 to 4 years Mortgage Servicing experience
  • 2 years Mortgage Transfers experience
  • Intermediate to advanced Excel
  • Intermediate Word