Senior Servicing Transfer BSA

Selene Finance LP; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Medical, Dental & Vision

Employee Assistance Program

Flexible Spending Account

Health Savings Account

Paid Holidays

Company paid Life Insurance

Matching 401(k) Plan

Job summary

Selene Finance LP in Dallas, TX seeks a Sr. Servicing Transfer BSA to lead and support complex loan boarding and offboarding within the servicing platform, ensuring accurate data conversion, validation, and system integration.

The ideal candidate has 5+ years mortgage servicing experience, strong SQL/Excel skills, data mapping and analysis abilities, and the capacity to collaborate across teams and with prior servicers to drive compliance and process improvements.

Qualifications

• 5+ years mortgage servicing experience with a focus on loan boarding, portfolio transfers, servicing operations, data conversions, or business systems analysis.
• Strong knowledge of mortgage servicing platforms and servicing processes.
• Experience with data mapping, data validation, and large-scale loan transfers.

Responsibilities

• Lead the execution of electronic and manual loan boarding and offboarding processes within the servicing system (Sagent LoanServ).
• Perform advanced quality control reviews and data integrity validations to ensure accurate loan setup and transfer execution.
• Review, research, and resolve complex data exceptions, mapping errors, and transfer discrepancies.
• Coordinate with prior servicers and internal business partners to facilitate seamless data conversion and onboarding activities.
• Develop and maintain scripts, tables, and data validation tools to support accurate and efficient loan transfers.
• Analyze large datasets to identify trends, anomalies, risks, and opportunities for process improvement.

Job description

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you! The Sr. Servicing Transfer BSA is responsible for leading and supporting complex loan boarding and transfer activities, ensuring the accurate onboarding and offboarding of mortgage loans within the servicing platform. This role serves as a key liaison between internal departments, prior servicers, and business stakeholders to ensure seamless data conversion, validation, and system integration. The ideal candidate combines deep mortgage servicing knowledge with strong analytical and technical capabilities to support large-scale loan transfers, resolve data discrepancies, improve processes, and ensure compliance with investor and regulatory requirements.

Essential Duties and Responsibilities

• Other duties may be assigned.
• Lead the execution of electronic and manual loan boarding and offboarding processes within the servicing system (Sagent LoanServ).
• Perform advanced quality control reviews and data integrity validations to ensure accurate loan setup and transfer execution.
• Review, research, and resolve complex data exceptions, mapping errors, and transfer discrepancies.
• Coordinate with prior servicers and internal business partners to facilitate seamless data conversion and onboarding activities.
• Develop and maintain scripts, tables, and data validation tools to support accurate and efficient loan transfers.
• Analyze large datasets to identify trends, anomalies, risks, and opportunities for process improvement.
• Create and implement data validation rules to ensure compliance with investor, agency, and regulatory requirements.
• Monitor, investigate, and resolve issues identified through error logs, conversion reports, and reconciliation processes.
• Participate in transfer-related meetings and conference calls with prior servicers, vendors, and internal stakeholders to align timelines, deliverables, and expectations.
• Communicate effectively regarding data, payment, boarding, and system-related issues with both internal teams and external partners.
• Provide regular status updates and reporting to leadership on transfer progress, key risks, issue resolution, and performance metrics.
• Recommend and implement enhancements to transfer processes, controls, tools, and documentation standards.
• Support automation initiatives and contribute to the development of scalable, repeatable solutions for future portfolio transfers.
• Maintain detailed documentation related to transfer procedures, data mappings, validation rules, and exception management protocols.

Required Qualifications

• 5+ years of mortgage servicing experience with a focus on loan boarding, portfolio transfers, servicing operations, data conversions, or business systems analysis.
• Strong knowledge of mortgage servicing platforms and servicing processes.
• Experience working with large-scale loan transfers, data mapping, reconciliation, and conversion activities.
• Advanced Microsoft Excel skills, including data analysis, validation, and reporting.
• Strong analytical and problem-solving capabilities with the ability to identify trends, root causes, and process improvement opportunities.
• Excellent verbal and written communication skills.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while collaborating effectively with cross-functional teams.

Preferred Qualifications

• Experience with MSP servicing platform.
• Experience with Sagent LoanServ.
• Knowledge of MERS and chain of assignment processes.
• Proficiency with SQL and data analysis techniques.
• Experience with scripting languages and automation tools such as SQL, Python, or Excel macros.
• Experience with Monarch or similar data management platforms.
• Understanding of investor, agency, regulatory, and compliance requirements related to mortgage servicing and loan transfers.

Knowledge, Skills, and Abilities

• Strong understanding of mortgage servicing transfer and boarding processes.
• Exceptional attention to detail and commitment to data accuracy.
• Ability to analyze complex datasets and effectively communicate findings.
• Experience identifying and resolving data exceptions and transfer-related issues.
• Ability to influence stakeholders and build strong working relationships across departments.
• Continuous improvement mindset with a focus on operational efficiency, process enhancement, and risk reduction.
• Ability to thrive in a fast-paced environment with changing priorities and deadlines.

Why Selene?

Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:

• Paid Time Off (PTO)
• Medical, Dental & Vision
• Employee Assistance Program
• Flexible Spending Account
• Health Savings Account
• Paid Holidays
• Company paid Life Insurance
• Matching 401(k) Plan

The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.

Privacy Policy - Selene (seleneadvantage.com)

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!