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Loan Boarding Coordinator

4 months ago

Anaheim, United States FCI Lender Services Full time

**IMPORTANT NOTE**:
MONDAY - FRIDAY 8am to 5pm With Loan Serving experience - $24.20 - $26.40 Higher pay is offered only for proven prior mortgage loan servicing experience. (Not loan origination or loan closing experience only) If new to Loan Servicing, we will train - $22 - $23

**Responsibilities**:

- Able to interpret information from Notes and Mortgages/Deeds of Trust and transfer such information to servicing platform.
- Ability to review and document loan charges and advances prior to entering them into servicing platform.
- Audit loan documents to ensure highest level of accuracy.
- Analyze boarding errors to determine root cause and remediate issues.
- Communicate discrepancies with clients to clear exceptions.
- Work with the Supervisor to create, document and enforce department policies and procedures.
- Understand Assignment Chains.
- Maintain stated performance level for all assigned loan boarding audits.

**Example of Tasks**:

- Transfer data from Excel spreadsheet into servicing platform.
- Boarding new and transferred loans into servicing platform.
- Review loan documents to ensure compliance with state and federal guidelines.
- Perform office duties as assigned.
- Data entry.

**KNOWLEDGE, SKILLS AND ABILITIES**:

- **Above average knowledge of Excel - ability to create and navigate spreadsheets.**
- Expert knowledge of Promissory Notes.
- Critical thinking is required.
- Great auditing skills.
- Minimum keyboarding of 40 wpm.
- Use basic math to solve problems.
- Communicate clearly, concisely, and effectively.
- Ability to follow written and/or verbal instructions.

**PHYSICAL DEMANDS AND WORK 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. 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 regularly required to sit for prolonged periods of time, use hands to handle, touch or feel objects, tools, or controls, to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull up to 25 pounds; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard and mouse; and to verbally communicate to exchange information. The employee is frequently required to talk and hear. The employee is occasionally required to stand; walk; reach with hands and arms. The work environment temperature is compliant with OSHA regulations. **VISION**: See in the normal visual range with or without correction, close vision, distance vision, and the ability to adjust focus. **HEARING**: The noise level in the work environment is usually moderate. Hear in the normal audio range with or without correction.

Pay: $24.20 - $26.40 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Loan Servicing: 1 year (required)
- Microsoft Excel: 1 year (preferred)

Ability to Commute:

- Anaheim, CA 92808 (required)

Work Location: In person