Mortgage Servicing Transfer Coordinator

MidFirst Business Credit, Inc.; Oklahoma City (OK); On-site; USD 60,000 - 85,000; Full time

Job summary

MidFirst Business Credit, Inc. seeks a Coordinator to organize and support mortgage servicing transfers and related contracts. You will ensure due diligence accuracy, compliance, and timely execution through a high-volume pipeline of mortgage asset purchases.

You will collaborate with Senior Management, Analysts, and Corporate Technology on reporting, infrastructure, and workflow design, while maintaining strong stakeholder relations and data onboarding accuracy.

Qualifications

• 3+ years of related work experience in project work, data processing and report generation.
• Demonstrated ability to succeed in a fast-paced, deadline-driven environment.
• Strong critical thinking, analytical, and decision-making skills.
• Excellent verbal and written communication skills.
• Intermediate to advanced proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, Pivot Tables), Outlook, and Word.
• Mortgage servicing experience is a plus; Project Management certification is a plus.

Responsibilities

• Coordinate collection, organization, and review of due diligence materials for acquisitions.
• Track milestones and deadlines for compliance and contractual terms.
• Analyze data across acquisition life cycle and flag delays or risks.
• Support senior management, analysts, and tech on servicing transfer reporting and workflows.
• Communicate details of servicing transfers to internal and external stakeholders.
• Manage relationships with internal/external counterparts focusing on conflict resolution and regulatory impact.
• Assist in maintaining loan data onboarding to servicing system with no downstream impacts.
• Drive process improvements in the acquisition workflow.
• Facilitate cross-functional collaboration to resolve trailing matters with internal/external counterparties.
• Assist with transaction funding events including senior management sign-offs and legal documents.
• Support ad hoc special projects.

Skills

Attention to detail

Analytical thinking

Communication skills

Excel proficiency

Education

PM certification

Bachelor's degree preferred

Tools

Microsoft Excel

Outlook

Word

Job description

The Coordinator will organize, assist, and support the daily responsibilities associated with mortgage servicing transfers and ongoing management of contracts and contract relationships associated with prior mortgage servicing transfers. This role is key in ensuring completion of due diligence accuracy, compliance, and timely execution through a fast-moving, high-volume pipeline of mortgage asset purchases.

RESPONSIBILITIES INCLUDE:

• Coordinate the collection, organization, and review of due diligence materials for potential acquisition.
• Track key milestones and deadlines associated with compliance requirements and contractual terms for acquisitions.
• Analyze data associated with all phases of acquisition life cycle including reconciling data items received, outstanding, and flag potential delays or risk.
• Provide support to Senior Management, Analysts, and Corporate Technology on the design, development and management of servicing transfer reporting, infrastructure and workflow.
• Communicate details of upcoming servicing transfers with internal and external stakeholders including operational impact, strategic recommendations, and resolution of open issues.
• Manage internal and external stakeholder relationship with a key focus on conflict resolution, reputational harm, and regulatory impact.
• Assist in maintaining robust data-driven processes to ensure that loan data is accurately onboarded to MidFirst’s servicing system with no downstream impacts.
• Drive continuous improvement in the acquisition process through data analysis and process enhancements.
• Facilitate cross-functional collaboration to resolve trailing matters throughout the acquisition lifecycle with key internal and external counterparties.
• Drive completion of transaction funding events including but not limited to Senior Management sign-offs, compiling of legal documents, and risk management memorandums.
• Assist on special projects on an ad hoc basis.

POSITION REQUIREMENTS:

• 3+ years of related work experience (project work, data processing and report generation, deliverable collection and tracking)
• Demonstrated ability to succeed in a fast-paced, goal-oriented, and deadline driven environment
• Strong critical thinking, analytical, and decision-making skills
• Excellent verbal and written communication skills
• Strong attention to detail
• Strong ability to propose actionable solutions
• Intermediate to advanced proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, Pivot Tables, data set comparisons), Outlook, and Word
• Experience with mortgage servicing is a plus
• Project Management certification is a plus but not required
• Bachelor's degree preferred but not required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.