Servicing Transfer Manager

pretiumenterpriseservices; Dallas (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Selene Holdings is seeking a Servicing Transfer Manager in Dallas to lead the Servicing Transfer Coordinators and Analysts. You will oversee end-to-end onboarding of mortgage servicing portfolios, validate data, manage transfer documentation, and coordinate with prior servicers and clients to ensure timely, compliant transitions.

The ideal candidate combines deep mortgage servicing transfer experience with strong leadership, process discipline, and communication skills to drive high-quality

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 7+ years of mortgage servicing experience with significant exposure to servicing transfers, loan boarding, or transfer operations.
• 3+ years of people leadership experience managing operational teams.
• Demonstrated experience coordinating incoming servicing transfers from prior servicers through boarding and post-transfer validation.
• Strong understanding of servicing transfer instructions (STIs), transfer documentation requirements, regulatory communications, and onboarding processes.
• Experience analyzing large servicing data files and validating transfer data for boarding readiness.

Responsibilities

• Lead and develop a team of Servicing Transfer Coordinators and Analysts responsible for servicing transfer execution, data review, and onboarding support.
• Direct end-to-end coordination of incoming servicing transfers, including portfolio acquisitions, boardings, re-boards, servicing releases, and related transfer activities.
• Oversee analysis and validation of incoming servicing data to ensure completeness, accuracy, and readiness for loan boarding.
• Ensure all required transfer documentation, data files, and servicing transfer instructions (STIs) are reviewed, reconciled, and executed on time.
• Manage borrower communications associated with servicing transfers, including goodbye letters and regulatory notices.
• Coordinate transfer activities with prior servicers, clients, internal units, vendors, and stakeholders.
• Monitor transfer milestones, timelines, dependencies, and deliverables to ensure successful execution and risk mitigation.
• Conduct portfolio reconciliations and data quality reviews before and after boarding activities.
• Ensure CFPB servicing transfer requirements and regulatory standards compliance.
• Investigate, elevate, and resolve servicing transfer issues, data discrepancies, and operational risks.
• Develop, maintain, and enhance policies, procedures, controls, and documentation.
• Identify process improvements, automation opportunities within servicing transfer operations.
• Establish and monitor KPIs, service levels, and quality standards for the team.

Skills

Leadership

Project coordination

Stakeholder management

Regulatory compliance

Data analysis

Education

Bachelor's degree

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 Servicing Transfer Manager is responsible for leading Selene's servicing transfer coordination function and ensuring the successful onboarding of mortgage servicing portfolios from prior servicers onto the Selene platform. This role oversees Servicing Transfer Coordinators and may also manage Analysts responsible for transfer-related data review and validation activities.

The Manager is accountable for the end-to-end coordination of incoming servicing transfers, including transfer planning, servicing transfer instructions (STIs), borrower communication requirements, data validation, pre-boarding quality control, stakeholder management, and operational execution through loan boarding. This position serves as a key liaison between internal business partners, clients, prior servicers, and transfer-related vendors to ensure smooth, compliant, and accurate transfer execution.

The ideal candidate brings strong mortgage servicing transfer experience, leadership capability, and a deep understanding of loan boarding processes, servicing data analysis, and transfer operations.

Essential Duties and Responsibilities

• Lead and develop a team of Servicing Transfer Coordinators and potentially Analysts responsible for servicing transfer execution, data review, and onboarding support.
• Direct the end-to-end coordination of incoming servicing transfers, including portfolio acquisitions, boardings, re-boards, servicing releases, and related transfer activities.
• Oversee the analysis and validation of incoming servicing data to ensure completeness, accuracy, and readiness for loan boarding.
• Ensure all required transfer documentation, data files, and servicing transfer instructions (STIs) are reviewed, reconciled, and executed according to established timelines.
• Manage borrower communication requirements associated with servicing transfers, including goodbye letters and other regulatory notices.
• Coordinate transfer activities with prior servicers, clients, internal business units, vendors, and operational stakeholders.
• Monitor transfer milestones, project timelines, dependencies, and deliverables to ensure successful execution and risk mitigation.
• Conduct portfolio reconciliations and data quality reviews before and after boarding activities.
• Ensure compliance with CFPB servicing transfer requirements and applicable regulatory standards.
• Investigate, elevate, and resolve servicing transfer issues, exceptions, data discrepancies, and operational risks.
• Develop, maintain, and enhance departmental policies, procedures, controls, task lists, questionnaires, and operational documentation.
• Partner with leadership to identify process improvements, operational efficiencies, and automation opportunities within servicing transfer operations.
• Establish, monitor, and maintain key performance indicators (KPIs), service levels, and quality standards for the servicing transfer team.
• Collaborate with Client Management teams regarding portfolios scheduled to transfer onto the platform and provide ongoing transfer status updates.
• Provide leadership, coaching, performance management, and professional development for assigned staff.
• Support larger strategic initiatives while ensuring successful day-to-day servicing transfer operations.

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 7+ years of mortgage servicing experience with significant exposure to servicing transfers, loan boarding, or transfer operations.
• 3+ years of people leadership experience managing operational teams.
• Demonstrated experience coordinating incoming servicing transfers from prior servicers through boarding and post-transfer validation.
• Strong understanding of servicing transfer instructions (STIs), transfer documentation requirements, regulatory communications, and onboarding processes.
• Experience analyzing large servicing data files and validating transfer data for boarding readiness.
• Knowledge of loan boarding processes, portfolio reconciliations, and servicing data integrity controls.
• Experience working directly with clients, prior servicers, vendors, and cross-functional operational teams.
• Strong project coordination and operational management skills.
• Experience developing policies, procedures, controls, and process documentation.
• Advanced problem-solving, organizational, and communication skills.