What are the responsibilities and job description for the Servicing Transfer Coordinator position at United Wholesale Mortgage?
The Servicing Transfer Coordinator is responsible for managing and facilitating the transfer of mortgage servicing rights (MSRs) between mortgage companies. This position ensures that all data, documentation, and customer account information is accurately and efficiently transferred and reconciled during servicing transfers, minimizing disruption to borrowers and ensuring compliance with investor, regulatory, and company guidelines.
What You Will Be Doing
WHAT WE NEED FROM YOU
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.
More Reasons You’ll Love Working Here Include
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
What You Will Be Doing
- Coordinate the onboarding (inbound) and offboarding (outbound) of mortgage servicing portfolios by collaborating with prior or new servicers, internal departments, and investors.
- Review and validate loan-level data files, ensuring completeness and accuracy before, during, and after transfer.
- Ensure all servicing transfers comply with CFPB, Fannie Mae, Freddie Mac, Ginnie Mae, FHA, VA, and other regulatory or investor requirements.
- Serve as a liaison between internal departments (Customer Service, Escrow, Loss Mitigation, Payment Processing, etc.) and external partners to resolve transfer-related issues.
- Investigate and resolve transfer discrepancies including misapplied payments, escrow shortages, pending loss mitigation workouts, or missing documentation.
- Generate and review transfer-related reports to monitor progress, track outstanding items, and identify trends or risks.
- Ensure borrower notifications (hello/goodbye letters) are accurate and timely, and assist with resolving borrower inquiries post-transfer.
- Participate in post-transfer reviews to ensure data integrity and proper loan boarding.
WHAT WE NEED FROM YOU
- High school diploma or equivalent
- 2 years of experience in mortgage servicing or loan operations, preferably in transfer coordination
- Strong understanding of mortgage servicing processes and regulatory requirements
- Proficient in Microsoft Office (Excel, Outlook, Word)
- Excellent communication and organizational skills
- Attention to detail and accuracy under pressure
- Experience with servicing systems (e.g., MSP, LoanServ, Black Knight)
- Familiarity with investor guidelines (Fannie, Freddie, FHA, etc.)
- Experience with both bulk and flow servicing transfers
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.
More Reasons You’ll Love Working Here Include
- Paid Time Off (PTO) after just 30 days
- Additional parental and maternity leave benefits after 12 months
- Adoption reimbursement program
- Paid volunteer hours
- Paid training and career development
- Medical, dental, vision and life insurance
- 401k with employer match
- Mortgage discount and area business discounts
- Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
- Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon
- Gourmet cafeteria featuring homemade breakfast and lunch
- Convenience store featuring healthy grab-and-go snacks
- In-house Starbucks and Dunkin
- Indoor/outdoor café with Wi-Fi
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.