Loan Onboarding Specialist

2 weeks ago

Meriden, United States Planet Home Lending Full time
Job DescriptionJob Description

Job Summary

The Loan Onboarding Specialist II leverages senior level experience in responsibility for all aspects of new loan boarding including ensuring all data is received, boarded to the PHL servicing system, reconciled and in compliance with state and federal regulations including those of the CFPB. This position serves as a subject matter expert and assists in guiding and developing junior members of the New Loan Boarding team.

Essential Duties and Responsibilities

  • Completes critical account verification for all new originated loans by completing the set up including the mapping of all data from the prior servicer utilizing the PHL loan boarding application or utilize analytic tools accurately manage and convert data to the servicing system. Responsible for insuring state and federal regulations are met including the generation of welcome and ownership letters. Complete tracking of the status of manual steps necessary for the successful boarding of loans and ensure loan review is completed in compliance with PHL policy and procedures.
  • Reviews and monitors daily new loan reports and corrects any loan rejects or system errors.
  • Prepares system generated welcome letters/404 letters for all new loans boarded.
  • Leverages experience and advanced knowledge to act as escalation point for complex questions and issues. Assists in training, mentoring, and developing junior staff.
  • Performs other duties as assigned.

Position Requirements

Education

  • High school diploma or equivalent required
  • Associate degree or higher preferred

Experience

  • Minimum 4 years mortgage loan servicing experience required

Functional/Technical Skills

  • Excellent verbal and written communication skills
  • Must be proficient with Excel (including functions), and Microsoft Word
  • Detail oriented with strong organization skills
  • Demonstrates accurate data entry skills
  • Familiarity with standard loan closing documents (including notes, security instruments, title policies, Loan Estimated and Closing
    Disclosure) preferred

 

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

 

 

Environmental/Physical Demands

Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

 


 

Qualifications

Company DescriptionBusiness is Booming Planet Home Lending, LLC, is a privately held, full-service, national mortgage lender and servicer company. Planet is FNMA and FHLMC approved and sells through the Retail and Correspondent Channels, offering FHA, VA, Conventional, USDA, Jumbo, Non QM, and many other products. Planet Home Lending continues to reach month over month sales and servicing increases Come join usCompany DescriptionBusiness is Booming Planet Home Lending, LLC, is a privately held, full-service, national mortgage lender and servicer company. Planet is FNMA and FHLMC approved and sells through the Retail and Correspondent Channels, offering FHA, VA, Conventional, USDA, Jumbo, Non QM, and many other products. Planet Home Lending continues to reach month over month sales and servicing increases Come join us

  • Loan Onboarding Specialist II

    4 weeks ago

    Meriden, United States Planet Home Lending Full time

    Job DetailsJob Location Meriden CT - Meriden, CT DescriptionJob Summary The Loan Onboarding Specialist II leverages senior level experience in responsibility for all aspects of new loan boarding including ensuring all data is received, boarded to the PHL servicing system, reconciled and in compliance with state and federal regulations including those of the...

  • Loan Operations Specialist II

    2 months ago

    Meriden, United States Planet Home Lending Full time

    Job DetailsJob LocationMeriden CT - Meriden, CTDescriptionJob SummaryThe Loan Operations Specialist II will monitor and generate all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans. This position will be...

  • Loan Operations Specialist II

    2 months ago

    Meriden, United States Planet Home Lending Full time

    Job DetailsJob Location Meriden CT - Meriden, CT DescriptionJob Summary The Loan Operations Specialist II will monitor and generate all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans. This position will be...

  • Loan Operations Specialist II

    1 week ago

    Meriden, United States Planet Home Lending, LLC Full time

    Job SummaryThe Loan Operations Specialist II will monitor and generate all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans. This position will be responsible for error resolutions of special loan products and...

  • Loan Operations Specialist II

    5 days ago

    Meriden, United States Planet Home Lending, LLC Full time

    Job SummaryThe Loan Operations Specialist II will monitor and generate all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans. This position will be responsible for error resolutions of special loan products and...

  • Loan Operations Specialist II

    2 weeks ago

    Meriden, United States Planet Home Lending Full time

    Job DescriptionJob DescriptionJob SummaryThe Loan Operations Specialist II will monitor and generate all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans. This position will be responsible for error...

  • Loan Operations Specialist II

    7 days ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job SummaryThe Loan Operations Specialist II will play a critical role in monitoring and generating timely and accurate written communication for all special loan portfolios, including Balloon, Adjustable Rate (ARM), Loan Modification, and Service Members Civil Relief Act (SCRA) loans. This position will be responsible for error resolutions of special loan...

  • Loan Operations Specialist II

    2 days ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job SummaryThe Loan Operations Specialist II will be responsible for monitoring and generating all written communication timely and accurately for all special loan portfolios consisting of Balloon, Adjustable Rate (ARM), Loan Modification process and Service Members Civil Relief Act (SCRA) loans.Key ResponsibilitiesUpdate and review the Mortgage Servicing...

  • Loan Operations Analyst II

    1 week ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Position OverviewThe Loan Operations Specialist II is tasked with overseeing and generating all written communications promptly and accurately for various specialized loan portfolios, including Balloon loans, Adjustable Rate Mortgages (ARMs), Loan Modifications, and Service Members Civil Relief Act (SCRA) loans.Key ResponsibilitiesManage error resolutions...

  • Loan Operations Analyst II

    1 week ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Position OverviewThe Loan Operations Specialist II plays a crucial role in overseeing and generating all written communications promptly and accurately for specialized loan portfolios, including Balloon loans, Adjustable Rate Mortgages (ARMs), Loan Modifications, and Service Members Civil Relief Act (SCRA) loans.Key ResponsibilitiesMonitor and resolve errors...

  • Senior Loan Servicing Manager

    5 days ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job SummaryThe Senior Loan Servicing Manager is responsible for overseeing and strategically planning the operations of the loan servicing team. This includes managing the teams responsible for insurance, tax, and mortgage insurance, as well as payoff quoting and releases, special loans, partial releases, and credit and records management.Key...

  • AVP Commercial Loan Servicing

    4 weeks ago

    Meriden, United States Planet Home Lending Full time

    Job DetailsJob Location Meriden CT - Meriden, CT DescriptionJob Summary The AVP Commercial Loan Servicing is responsible for oversight and strategic operations planning and execution of the loan operations, escrow and payoff teams. These teams include the following roles: Insurance, tax & mortgage insurance, payoff quoting and releases & assignments, Special...

  • Assistant Vice President of Commercial Loan Operations

    2 weeks ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Position OverviewThe Assistant Vice President of Commercial Loan Servicing plays a crucial role in overseeing and strategically planning the operations of loan servicing, escrow, and payoff teams. This position is vital for ensuring efficient management and execution of loan operations.Key ResponsibilitiesLead and mentor teams involved in insurance, tax,...

  • Assistant Vice President of Commercial Loan Operations

    2 weeks ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job OverviewLocationRemotePosition SummaryThe AVP of Commercial Loan Servicing plays a crucial role in managing and strategically directing the operations of loan servicing, escrow, and payoff teams. This position encompasses various functions, including insurance management, tax compliance, mortgage insurance, payoff processes, special loans, partial...

  • Senior Vice President of Commercial Loan Operations

    1 week ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job OverviewLocationRemotePosition SummaryThe AVP Commercial Loan Servicing plays a crucial role in overseeing and strategically planning the operations of loan servicing, escrow, and payoff teams. This includes managing various functions such as insurance, tax and mortgage insurance, payoff quoting, and special loans. The individual in this position is...

  • Mortgage Specialist

    3 months ago

    Meriden, United States Planet Home Lending Full time

    Job DescriptionJob DescriptionThe Mortgage Specialist, will work with applicants and borrowers who wish to assume the mortgage terms and payment of qualified mortgage loans through a transfer of ownership.** Position located in Meriden, CT**Essential Duties and Responsibilities:Receive assumption request applications and prepare preliminary paperwork,...

  • Escrow Account Management Specialist

    1 week ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Become a Part of Planet Home LendingPlanet Home Lending, LLC stands as a prominent national mortgage lender and servicer. We are authorized by FNMA and FHLMC, providing a diverse array of mortgage solutions through our Retail and Correspondent Channels. Our commitment lies in delivering outstanding service while enhancing our sales and servicing capabilities...

  • Credit Reporting Specialist II

    4 weeks ago

    Meriden, United States Servbank Full time

    Job DescriptionJob DescriptionDescription:The Credit Reporting Specialist I is responsible for providing accurate credit reporting data to the major bureaus. This may entail servicing maintenance as it relates to credit reporting. This processor will conduct research as needed relating to credit reporting duties and resolutions to credit inquires. This...

  • Claims Processing Specialist

    2 weeks ago

    Meriden, Connecticut, United States Planet Home Lending Full time

    Job OverviewLocationRemotePosition SummaryThe Claims Processing Specialist plays a crucial role in managing the daily operations related to claims submissions and ensuring the prompt and precise evaluation of claims associated with default-triggered loans. This position is vital for mitigating risk and minimizing potential losses for the organization and its...

  • Claims Specialist II

    4 weeks ago

    Meriden, United States Planet Home Lending Full time

    Job DetailsJob Location Meriden CT - Meriden, CT DescriptionJob Summary The Claims Specialist II is responsible for processing the daily functions for claims filing as well as the timely processing and accurate analysis of claims for all default triggered loans, to minimize risk and loss exposure to the company and its investors. Essential Duties and...