Bulk Project Manager – Mortgage Onboarding & Client Success

First American; Fort Mill (SC); On-site; USD 85,000 - 113,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

PTO / Paid sick leave

Employee stock purchase plan

Job summary

First American is seeking an experienced onboarding professional to lead bulk loan onboarding for mortgage servicing clients. You will coordinate with internal and external teams to ensure timely, accurate onboarding and clear communication of timelines and status to clients and partners.

The role requires strong customer service, leadership, and a deep understanding of Mortgage Servicing, Transfers of Servicing, and related systems.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 4+ years of directly related experience.
• Leadership skills with ability to build consensus among disparate groups.
• Ability to manage multiple clients and projects/tasks simultaneously.
• Strong customer service skills.
• Strong internal communication skills including ability to work with various departments.
• Strong background in Mortgage Servicing, specifically Transfers of Servicing.
• Strong knowledge of department operating systems/applications and software/applications that integrate with those systems.
• Familiar with a variety of the field’s concepts, practices and procedures.
• Strong interpersonal, relationship-building and teamwork skills.
• Able to translate and communicate technical information to a nontechnical audience.
• Self‑motivated; self‑starter.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Background and credit checks may be required.

Responsibilities

• Drive effective bulk loan onboarding processes.
• Build and sustain client relationships.
• Collaborate with clients, retiring servicers, and internal teams to ensure successful bulk loan transfer activities.
• Conduct online meetings/conference calls to set expectations, establish timelines, collaborate with all parties about concerns and ensure appropriate follow-up.
• Create and ensure project plans are kept up to date with all activities as they are completed.
• Ensure accurate communication is disseminated across all stakeholders including internal teams, external partners and clients.
• Provide the highest levels of professional customer service throughout the project lifecycle.
• Conduct a post-onboarding Lessons Learned exercise to identify what went well, what challenges were faced, and identify new best practices.
• Responsible for updating and maintaining Bulk Procedures and Transfer Instructions.

Education

Bachelor’s degree or equivalent combination of education and experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

First American is seeking an experienced onboarding professional to lead bulk loan onboarding for mortgage servicing clients. You will coordinate with internal and external teams to ensure timely, accurate onboarding and clear communication of timelines and status to clients and partners.

The role requires strong customer service, leadership, and a deep understanding of Mortgage Servicing, Transfers of Servicing, and related systems.