Servicing Transfer Manager

Selene Finance LP; Dallas (TX); On-site; USD 110,000 - 170,000; 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 is seeking a Servicing Transfer Manager to lead a team of coordinators and analysts responsible for onboarding mortgage servicing portfolios. You will manage end-to-end transfer activities, data validation, and regulatory documentation to ensure accurate loan boarding and timely execution.

This role requires senior experience in servicing transfers, strong leadership, stakeholder liaison, and a focus on quality control and process improvement.

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.
• 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.

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 for boarding readiness.
• Ensure transfer documentation, data files, and STIs are reviewed, reconciled, and executed on schedule.
• Manage borrower communications related to servicing transfers, including regulatory notices.
• Coordinate transfer activities with prior servicers, clients, internal units, vendors, and stakeholders.
• Monitor milestones, timelines, dependencies, and deliverables to ensure successful execution and risk mitigation.
• Conduct portfolio reconciliations and data quality reviews before and after boarding.
• Ensure CFPB servicing transfer compliance and regulatory standards.
• Investigate and resolve transfer issues, data discrepancies, and operational risks.
• Develop and maintain policies, procedures, controls, and documentation.
• Partner with leadership to identify process improvements and automation opportunities.
• Establish and monitor KPIs, SLAs, and quality standards for the team.
• Collaborate with Client Management on portfolio transfers and provide status updates.
• Provide leadership and development for assigned staff.
• Support strategic initiatives alongside day-to-day operations.

Skills

People leadership

Project coordination

Data validation

Stakeholder management

Regulatory compliance

Mortgage servicing

Education

Bachelor's degree

Tools

MSP system

Data mapping tools

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.

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.

Preferred Qualifications

• Experience leading transfer coordinators, onboarding specialists, data mapping teams, or servicing transfer analysts.
• Experience managing large-scale servicing portfolio acquisitions or transfers.
• Knowledge of MSP and mortgage servicing system conversions.
• Strong understanding of CFPB servicing transfer requirements and industry best practices.
• Experience driving process improvement, workflow optimization, and operational change initiatives.

Success Profile

The successful candidate will demonstrate:

• Deep expertise in servicing transfers and loan boarding operations.
• Strong leadership skills with the ability to develop and mentor operational teams.
• Ability to evaluate incoming servicing data and ensure boarding readiness.
• Strong stakeholder management skills when working with clients, prior servicers, and internal business partners.
• Exceptional attention to detail and operational discipline.
• Ability to manage multiple servicing transfers simultaneously while maintaining compliance, quality, and timelines.

Ideal Background

The Ideal Background Candidates are most likely to be successful if they possess:

• Mortgage servicing experience
• Direct servicing transfer experience
• Loan boarding expertise
• Experience with servicing transfer instructions (STIs)
• Experience managing transfer coordinators or similar operational teams
• Strong servicing data analysis and validation experience
• Prior interaction with clients and external servicing partners
• Proven people leadership capabilities

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.

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