Servicing Transfer Coordinator

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) matching

Paid Time Off

Job summary

RoundPoint Mortgage Servicing LLC is seeking a Servicing Transfer Project Manager to oversee acquisition and release of mortgage loans within RoundPoint’s system. You will coordinate transfers, develop schedules, and ensure milestones are met while maintaining compliance with RESPA, CFPB, and investor guidelines.

The role emphasizes strong organization, communication skills, and the ability to manage cross-functional activities with internal and external stakeholders.

Qualifications

• 2 years of Service Transfer experience or 5 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
• Flexibility to changing priorities and independent work style
• Proven project management and business analysis skills
• Self-starter, organized and disciplined
• Consensus-building with internal and external stakeholders

Responsibilities

• Schedule and lead meetings with sellers, servicers, MSR owners and internal units to ensure milestones and deliverables are met
• Manage pre- and post-transfer activities between sellers/servicers and internal units
• Maintain documentation of service transfer records
• Ensure compliance with CFPB Servicing Rules and other regulations
• Keep transfer documentation current (policies, procedures, project plans)
• Identify opportunities for process improvement and best practices
• Train teammates and new team members as needed
• Handle special projects alongside daily responsibilities
• Support RoundPoint’s commitment to compliance

Skills

Service Transfer

Mortgage servicing

Time management

Communication skills

Education

Undergraduate degree

Tools

MSP / Black Knight

SharePoint

Job description

1601 Utica Ave S, St Louis Park, MN 55416, USA

Job Description

The Servicing Transfer Project Manager is responsible for managing the acquisition and release of mortgage loans to and from RoundPoint’s system. The Servicing Transfer Project Manager has oversight of the daily functions of servicing transfers, which must be completed in compliance with RESPA, Investor Guidelines, CFPB, and applicable laws. This role will collaborate 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. This includes developing schedules and timelines for each transfer, daily follow-up to ensure that each milestone is met, and answering internal and external inquiries relating to the transfer. Qualified candidates will be highly organized, results oriented, self-starter, possess strong communication skills, have a background in mortgage servicing/organizations, and familiarity with regulatory requirements.

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

Responsibilities

The Servicing Transfer Project Manager is responsible and accountable for, but not limited to, the following:

• 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
• Partners with management to ensure all service transfer documentation are current/up to date (Policies, procedures, transfer instructions, project plans, etc.)
• Identifying opportunities for process improvement and developing best practices
• Take on additional roles as needed, training teammates and new team members
• Ability to perform special projects along with managing daily responsibilities
• Incumbent will be responsible for meeting RoundPoint’s commitment to compliance

Qualifications

• Two years of Service Transfer experience or five years of experience 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
• Demonstrated willingness and ability to be flexible and adaptable to changing priorities
• Ability to work independently with minimal direct supervision while achieving stated objectives
• Demonstrated project management and business analysis skills
• Highly motivated self-starter organized and disciplined
• Expertise at consensus and relationship building with internal and external stakeholders

Desired Technical Skills

• MSP / Black Knight – Functional operational knowledge.
• SharePoint

Benefits

• Medical / Dental / Vision Insurance
• Life / Disability Insurance
• 401(k) with company matching
• Generous Vacation / Paid Time Off (accrual based)
• Targeted Compensation: $70,000-$85,000

Physical Demands & Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their role.

• Ability to communicate effectively through speech and hearing, both in-person and over the phone.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
• Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

About RoundPoint Mortgage Servicing LLC

RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 900,000 loans. In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.

Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders.