Servicing Transfer Coordinator

RoundPoint Mortgage Servicing LLC; Coppell (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

RoundPoint Mortgage Servicing LLC is seeking a Servicing Transfer Project Manager to oversee the acquisition and release of mortgage loans within RoundPoint’s systems, ensuring compliance with RESPA, investor guidelines, CFPB and laws. You will coordinate with sellers, servicers, MSR owners and internal partners, develop schedules, track milestones, and respond to inquiries related to transfers.

The role emphasizes organization, results orientation, and strong communication, with focus on

Qualifications

• Two years of Service Transfer experience or five years of mortgage servicing industry experience.
• Undergraduate degree or equivalent work-related experience.
• Experience managing mid to large scale projects.
• Excellent time management and ability to multitask.
• Excellent written, presentation and oral communication skills.
• Ability to adapt to changing priorities and work independently.

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 organized documentation of service transfer records.
• Ensure compliance with CFPB Servicing Rules and applicable regulations.
• Monitor Servicing Transfer Inbox and keep documentation current.
• Identify opportunities for process improvement and develop best practices.
• Train teammates and take on additional roles as needed.
• Handle special projects alongside daily responsibilities.
• Maintain RoundPoint’s commitment to compliance.

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

• 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 Servicing Transfer Inbox
• Partner with management to ensure all service transfer documentation are 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, training teammates and new team members
• 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 in consensus and relationship building with internal and external stakeholders

Desired Technical Skills

• MSP / Black Knight – Functional operational knowledge
• Excel – (Intermediate) v‑lookups / pivot table
• SharePoint

Physical Demands & Working Conditions

• 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

Location

• Fort Mill, SC
• Coppell, TX

Employee Status

• Exempt

Travel

• None