Mortgage Transfer & Onboarding Coordinator

Servbank; Phoenix (AZ); On-site; USD 52,000 - 70,000; Full time

Job summary

Servbank is seeking an Inbound Transfer Coordinator 1 in Phoenix to manage incoming loan transfers and client setups. You will coordinate with clients, servicers, and internal teams to ensure accurate records and timely boarding of loans.

The role requires strong communication, multitasking, and organizational skills, with exposure to mortgage servicing transfers. Hybrid scheduling may apply; a High School Diploma and mortgage servicing experience are expected.

Qualifications

• Proficient in Microsoft Outlook, Word and Excel.
• Strong verbal and written communication skills.
• Strong interpersonal and organizational skills; ability to multi-task.
• Flexibility to work extended hours when loan volume increases.
• Knowledge of mortgage servicing transfers process is a plus.
• High School Diploma or equivalent.
• 3+ years of experience in mortgage servicing.

Responsibilities

• Lead client setup calls, track milestones and deliverables, and resolve issues throughout the client setup process.
• Serve as the single point of contact for bulk transfers and client setups, fostering relationships between Servbank, clients, and Prior Seller/Servicers.
• Distribute data and documentation from Prior Seller/Servicers to relevant business units within Servbank.
• Facilitate wire transfers for incoming transfers, including reconciliation and research of incorrect balances.
• Maintain relationships with clients and address their inbound transferring needs.
• Complete miscellaneous duties and assist with special projects assigned by senior management.
• Handle administrative reporting for clients and Loan Boarding.
• Support Inbound Transfer Coordinators 2 with transfers as needed.
• Manage tasks and ensure pending tasks are closed within 30 days of the effective service transfer date.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Multi-tasking

Flexibility

Education

High School Diploma or equivalent

3+ years mortgage servicing experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Servbank is seeking an Inbound Transfer Coordinator 1 in Phoenix to manage incoming loan transfers and client setups. You will coordinate with clients, servicers, and internal teams to ensure accurate records and timely boarding of loans.

The role requires strong communication, multitasking, and organizational skills, with exposure to mortgage servicing transfers. Hybrid scheduling may apply; a High School Diploma and mortgage servicing experience are expected.