Located in Ocala, FL
Pay: $$19.00-$24.00/hr
Job Full Description
Boarding & Integration Specialist (Mortgage Company)
Location: Ocala, FL
Pay Rate: TBD ($20–$25+ per hour depending on experience)
Schedule: Monday–Friday, 8:30 AM–5:00 PM
Position Summary:
The Boarding & Integration Specialist is responsible for ensuring the accurate, efficient, and controlled onboarding of loan portfolios into the servicing platform while protecting data integrity across borrowers, investors, and servicing systems. Serving as a critical bridge between client delivery, data conversion, document imaging, and servicing operations, this role ensures newly boarded loans are complete, balanced, validated, and fully operational. Utilizing modern technology, AI-assisted OCR platforms, and analytical tools, the Boarding & Integration Specialist validates data quality, identifies discrepancies, investigates root causes, and implements process improvements. Working closely with clients, Loan Administration, Escrow, Cashiering, Technology, and Investor Reporting, this role performs extensive data testing, validates financial balances, confirms document accuracy, and supports client integrations and automation initiatives.
Key Responsibilities:
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Coordinate and execute all aspects of flow loan boarding and portfolio onboarding activities from data receipt through production implementation.
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Review, validate, and reconcile incoming loan delivery files against client specifications, investor requirements, and servicing system fields.
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Execute pre-boarding, parallel, and post-boarding testing to validate data accuracy, system functionality, and operational readiness.
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Analyze large loan-level datasets to identify discrepancies, trends, conversion issues, data anomalies, and integration risks.
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Balance escrow accounts, unapplied funds, principal balances, payment histories, fees, and advances received during servicing transfers.
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Operate, configure, monitor, and validate AI-assisted OCR and intelligent document processing platforms used to extract servicing data from loan images.
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Review OCR extraction results, correct recognition exceptions, track confidence scoring, and partner with Technology/vendors to improve automation performance.
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Perform document-to-system validations to confirm extracted document data accurately matches servicing system records and image ingestion platforms.
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Investigate boarding exceptions, reconciliation variances, missing documents, and conversion errors to perform root cause analysis and implement corrective actions.
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Collaborate with clients during onboarding to review requirements, clarify specifications, resolve conversion questions, and support smooth servicing transfers.
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Develop and maintain testing plans, validation procedures, reconciliation reports, and quality control documentation.
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Assist with internal audits, investor reviews, regulatory examinations, and operational risk assessments.
Qualifications
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Associate degree in Business Administration, Information Systems, Computer Science, Data Analytics, Finance, Accounting, or Mortgage Banking preferred (equivalent experience accepted).
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2+ years of experience in mortgage servicing, loan boarding, servicing transfers, loan administration, quality assurance, business analysis, or data analysis preferred.
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Strong understanding of mortgage servicing concepts, loan boarding, servicing transfers, escrow accounting, and payment histories.
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Experience with mortgage servicing platforms such as MSP, FICS Mortgage Servicer, or comparable systems preferred.
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Experience using OCR technologies, intelligent document processing, document imaging systems, or AI-assisted data extraction platforms preferred.
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Advanced Microsoft Excel skills (formulas, pivot tables, lookups, reconciliation); experience with SQL, Power BI, or Python is highly desirable.
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Proven ability to analyze large datasets, interpret mortgage documents, identify data anomalies, and resolve complex reconciliation variances.
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Strong written and verbal communication skills with the ability to translate technical findings for operational and client teams.
Pre-Employment Requirements
Referral Bonus Available: $100–$500 for successful referrals!
Apply Today!
Email: Devin.Sweeting@ExpressPros.com
Phone: (352) 867-8055
Office: 1005 SW 10th St., Suite 102, Ocala, FL (Walk-ins are welcome during normal business hours.)
Ocala, FL
1281
1005 Southwest 10th Street
Ocala, FL 34471
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