Mortgage Servicing Transfer Specialist

RoundPoint Mortgage Servicing LLC; Minneapolis (MN); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance

Life / Disability Insurance

401(k) with company matching

Generous vacation / paid time off

Targeted compensation: $70,000-$85,000

Job summary

RoundPoint Mortgage Servicing LLC is seeking a Servicing Transfer Project Manager to oversee the acquisition and release of mortgage loans, ensuring compliance with RESPA, CFPB rules, and investor guidelines. The role collaborates with sellers, servicers, MSR owners, the Loan Boarding data analyst team, and internal partners as the primary contact for inbound and outbound transfers.

The position requires strong organization, top-notch communication, and the ability to manage multiple tasks while

Qualifications

• Two years of service transfer experience or five years in mortgage servicing.
• Undergraduate degree or equivalent work-related experience.
• Experience managing mid- to large-scale projects.
• Excellent time-management and multi-tasking.
• Strong written, presentation, and oral communication skills.
• Ability to work independently with minimal supervision.
• Demonstrated project management and business analysis skills.
• Expertise in consensus and relationship building with stakeholders.

Responsibilities

• Schedule and lead meetings with sellers, servicers, MSR owners and internal units to: Ensure milestones and deliverables are met; Foster and preserve positive relationships.
• Manage pre- and post-transfer activities between sellers/servicers and internal business units.
• Maintain organized documentation of service transfer records.
• Ensure compliance with CFPB Servicing Rules and other applicable regulations.
• Monitor the Servicing Transfer Inbox.
• Partner with management to keep all service transfer documentation current/up to date (policies, procedures, transfer instructions, project plans, etc.).
• Identify opportunities for process improvement and develop best practices.
• Take on additional roles as needed, including training teammates and new team members.
• Perform special projects alongside daily responsibilities.
• Meet RoundPoint’s commitment to compliance.

Skills

Time management

Communication skills

Independent work

Project management

Business analysis

Relationship building

Self-starter

Organized

Regulatory compliance knowledge

Education

Undergraduate degree or equivalent experience

Tools

MSP/Black Knight

Excel (V-lookups, pivots)

SharePoint

Job description

RoundPoint Mortgage Servicing LLC is seeking a Servicing Transfer Project Manager to oversee the acquisition and release of mortgage loans, ensuring compliance with RESPA, CFPB rules, and investor guidelines. The role collaborates with sellers, servicers, MSR owners, the Loan Boarding data analyst team, and internal partners as the primary contact for inbound and outbound transfers.

The position requires strong organization, top-notch communication, and the ability to manage multiple tasks while