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Loan Boarding Coordinator in Littleton, CO at Computershare, Inc

Date Posted: 12/4/2018

Job Snapshot

Job Description

Loan Boarding Coordinator
At Computershare we invite you to share our vision and commitment to excellence in everything that we do. Our 16,000 people around the globe are entrepreneurial and innovative and serve our clients and customers with precision and reliability because they count on us to deliver, every time. 
We are a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.
Founded in 1978, Computershare is renowned for our expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement.  We are proud to say that many of the world’s leading organizations partner with us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.
At Computershare we see diversity as a source of strength. The more perspectives we have, the better equipped we’ll be to meet the demands of our diverse global customer base. We want every person who joins out team, every customer and every supplier to feel welcome. We are an Equal Opportunity Employer and believe in equality for everyone, regardless of age, national or ethnic origin, sex, gender identity or expression, race, color, religion, disability, sexual orientation, protected veteran status or other characteristics protected be applicable law. That applies throughout our company, around the world with no exceptions, regardless of differences. We will hire, develop, reward, promote and retain people purely on the basis of their talents, commitment, potential and the results they achieve. We will work hard to make sure everyone is included within our organization, removing barriers and obstacles to give everyone an equal opportunity to succeed.
Computershare is committed to providing accommodations for candidates with disabilities throughout the recruitment and employment process. If you need any assistance, please let us know and we are happy to help.
Interested in joining our leading brand?  Keep reading below about this position and then click “Apply” to tell us about yourself!
Job Summary:
Serve as overall Project Manager for each loan boarding event. Responsibilities include coordinating the activities related to the boarding of loans for multiple investors. Lead and direct all meetings related to a incoming transfer to include phone calls, email communications, internal meetings, external or joint meetings, on-site in person client or prior servicer meetings. Record, track and manage all deliverables or follow-up items for all involved parties.   
In addition this position would be responsible for:
  • Documenting and maintaining critical items throughout the boarding process.
  • Process Improvement and workflow design from lessons learned.
Position Responsibilities & Essential Functions:
  • Serves as Project Manager on all Loan Boarding Transfers, This includes developing schedules and timelines for each deal and the daily follow up to ensure that each project remains on track and results in a CFPB compliant transfer. This position would work closely with the Transfer Data Analyst, Loss Mitigation team, Doc Control team, Escrow Administration, QC and Special Loans and Client Relations to ensure all activities are coordinated and managed effectively and we are receiving the required key data points and supporting documents to move the boarding forward.
  • Evaluate and promote process improvements including ongoing review of all department policies and procedures including scripts and edit checks to ensure they are adequate and cover any changes in the business processes.
  • Provide robust reporting to upper management related to status of entire boarding pipeline and projected actions.  This reporting would capture key milestones and provide the health check of the transfer including a post transfer post mortem.
  • Other duties or tasks as assigned by management.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Ability to work independently with minimal to no direct supervision while achieving stated objectives while also being able to work as a member of a team.
  • Ability to work with various individuals at all levels up and down in every department to access and understand information/data required for analysis. 
  • Ability to become subject matter experts in Mortgage Servicing, with specific focus on the Loan Boarding processes
  • Ability to become knowledgeable on Escrow, Loss Mitigation, Loan Documentation and applicable compliance requirements and understand how transfer activities and functions affect other servicing processes.
  • Strong written and verbal communication skills for the reporting of results. 
  • Strong to Intermediate Excel, Word, PowerPoint, Access and Visio skills.
  • Ability to research and gather information from various sources and compile and present in a clear and organized manner.
  • Ability to present publicly in a professional manner both oral and written format to all levels of employees including senior executive leadership.
  • Ability to lead project teams and influence others activity without direct authority.
Experience and Education:
  • Bachelor’s degree or 2-4 years of equivalent work related experience or combination of education and work experience required.
  • Project Management experience a plus
  • Loan Transfer Experience preferred
Language Ability:
Ability to read/comprehend simple instructions, short correspondence, and memos; write simple correspondence; effectively present information in one-on-one/small group situations to customers, clients, and other employees of the organization
Mathematical Ability:
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.  Ability to perform these operations using units of American money and weight measurement, volume, and distance.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the environment is moderate.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must occasionally lift and/or move up to 10 pounds. Frequently required to use hands and fingers to type and handle. Occasional reaching with hands and arms. Specific vision abilities required include close vision and ability to adjust focus.


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