Servicing Transfer Coordinator

RoundPoint Mortgage Servicing LLC

Minneapolis (MN)

On-site

USD 70,000 - 85,000

Full time

14 days+

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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

The Servicing Transfer Project Manager is responsible for managing the acquisition and release of mortgage loans to and from RoundPoint’s system. This role oversees the daily functions of servicing transfers, which must be completed in compliance with RESPA, Investor Guidelines, CFPB, and applicable laws. The Project Manager collaborates closely with sellers, servicers, MSR owners, the Loan Boarding data analyst team, and internal business partners by serving as the point of contact on inbound and outbound service transfers. They develop schedules and timelines for each transfer, perform daily follow‑up to ensure that each milestone is met, and answer internal and external inquiries relating to the transfer. Qualified candidates are highly organized, results‑oriented self‑starters with strong communication skills, a background in mortgage servicing or related organizations, and familiarity with regulatory requirements.

Please note this is not a traditional Project Manager role; PMP certification is not relevant or required.

Responsibilities

Schedule and lead meetings with sellers, servicers, MSR owners and internal business 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

Qualifications

Two years of Service Transfer experience or five years in the mortgage servicing industry
Undergraduate degree or equivalent work‑related experience
Experience managing mid‑ to large‑scale projects
Excellent time‑management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously
Excellent written, presentation, and oral communication skills
Willingness and adaptability to changing priorities
Ability to work independently with minimal supervision while achieving objectives
Demonstrated project management and business analysis skills
Highly motivated, self‑starter, organized, and disciplined
Expertise in consensus and relationship building with internal and external stakeholders

Desired Technical Skills