Bulk Project Manager - ServiceMac

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; South Carolina; 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 a skilled onboarding professional to manage bulk loan onboarding for mortgage servicers. You will coordinate with clients, retiring servicers, and internal teams to ensure timely transfers and accurate communications, while maintaining project plans and stakeholder updates.

Responsibilities include leading online meetings, post-onboarding reviews, and updating procedures. Strong customer service and mortgage servicing knowledge are essential for success.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 4+ years of directly related experience.
• Strong customer service and internal communication skills.
• Experience with Mortgage Servicing, Transfers of Servicing.
• Proficient with Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Drive successful bulk loan onboarding processes and build client relationships.
• Coordinate with clients and internal teams to meet transfer timelines.
• Lead online meetings, set expectations, and ensure follow-up.
• Maintain up-to-date project plans and communicate status to stakeholders.
• Update Bulk Procedures and Transfer Instructions.
• Conduct post-onboarding lessons learned to improve processes.
• Deliver high-level professional customer service throughout the lifecycle.

Skills

Leadership

Project management

Customer service

Communication

Mortgage servicing

Software literacy

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

PowerPoint

Job description

ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

What We Do

Responsible for the successful onboarding of mortgage loans for ServiceMac clients. Coordinate with internal and external parties to ensure all onboarding activities are completed timely and accurately. Coordinate and communicate timelines / status to clients, external partners, internal teams, management, and impacted groups.

What You'll Do

• 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 how they were handled), and identify new best practices.
• Responsible for updating and maintaining Bulk Procedures and Transfer Instructions

What You'll Bring

Knowledge, Skills, and Abilities

• 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

Candidates selected for employment will be required to successfully complete a background check and credit check as a condition of employment, where permitted by applicable law.

Pay Range: $85,000.00 - $113,300.00 Annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.