Loan Boarding Specialist

Meriden, Connecticut, United States Full-time

The Loan Boarding Specialist is responsible for all aspects of Private Client loan boarding as it relates to the Sub Servicing line of business including ensuring all data is received, boarded to the PHL servicing system, reconciled and in compliance with state and federal regulations including those of the CFPB.



  • Manage the onboarding of all new Private Client loans by completing the set up including the mapping of all data from the prior servicer utilizing the PHL loan boarding application or BKFS acquisition services. Responsible for insuring state and federal regulations are met including the generation of welcome and ownership letters. Complete tracking of the status of manual steps necessary for the successful boarding of loans and ensure loan review is completed in compliance with PHL policy and procedures.
  • Communicate with departments regarding the loan types and status of loans on each board with the necessary information to complete a successful loan board and gathering all information to retain for compliance with all regulatory agencies.
  • Assist the Investor Accounting department in the off boarding of all Private Client loan sales including the production of good bye letters, gathering of data to provide to the new servicer and communicate with internal and external departments on the status of the transfer.  Responsible for generating the service release process within the MSP servicing system.
  • Organize meetings and distribute status updates as necessary to ensure communication within all applicable areas regarding loan transfers.


  • Knowledge of MSP servicing system. 
  • Minimum of two years mortgage loan servicing experience required.
  • Effective written and verbal communication skills.
  • Strong organizational skills, attention to detail, and ability to handle multiple priorities.
  • Effectively manages time and meets deadlines.
  • Possesses strong technical skills.
  • Proficient working with Microsoft Windows applications including Excel.
  • High school diploma or equivalent required