Mortgage Servicing Program Lead

This is a fully remote position, open to applicants in South Carolina.

📋 Description

• Oversee servicing-related operations for private securitizations, whole loan private investors with specialized servicing needs, and excess servicing spreads from the initial transaction notice through to post-closing.

• Develop and manage reports on deal activities and assist in the creation of custom reporting.

• Relay program-related information to clients through Client Relations.

• Act as the main point of contact between servicing teams, legal counsel, clients, investors, and counterparties.

• Engage external counterparties as necessary to review, interpret, and operationalize securitization agreements, servicing agreements, PSAs, and associated transaction documents.

• Design and implement servicing processes for unique deal structures, including workflows and additional cost assessments.

• Establish SLAs and monitor key deliverables, timelines, and reporting obligations.

• Perform quality control checks multiple times throughout the year.

• Identify process inefficiencies and suggest improvements for efficiency, accuracy, and scalability.

• Assist with audits, investor requests, and due diligence for securitized portfolios.

• Facilitate client-facing meetings, including deal kick-off calls, manage expectations, and collaborate with the assigned Account Executive.

• Organize bank account setups, investor header configurations, and Investor Reporting needs.

• Create, maintain, and manage a centralized repository for deal-specific requirements.

⛳️ Requirements

• 10+ years of experience in mortgage servicing, investor reporting, project management, or finance, with direct involvement in securitizations or complex loan transactions.

• Knowledge of Servicing Capital Markets.

• Strong comprehension of pooling, including GSE pool structures and remittance types.

• In-depth understanding of servicing agreements, investor reporting requirements, and servicing operations.

• Exceptional organizational abilities to handle multiple deals and deadlines simultaneously.

• Capacity to convert legal/contractual language into actionable operational steps.

• Strong communication skills for engaging with cross-functional teams and external stakeholders.

• Proactive, solutions-driven attitude with the capability to develop processes from the ground up.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• 401k

• PTO/paid sick leave

• Employee stock purchase plan

• Inclusive, people-first workplace culture

• Equal opportunity workplace