Loan Research And Transfer Analyst

BSI Financial Titusville , PA 16354

Posted 1 week ago

Loan Research and Transfer Analyst

The Loan Research and Transfer Analyst is part of the Special Loan Services (SLS) team. This analyst is responsible for cleaning up any account errors or adjustments 60 days after being boarded into our servicing system. These requests can include any special loan adjustments, such as, Adjustable Rate Mortgages (ARMs), Daily Simple Interest (DSIs), interest only, balloons, Home Equity Lines of Credit (HELOCs), modifications or they can be simple adjustments to the borrowers information. The Loans Research and Transfer Analyst is also responsible for completing investor transfers.

Essential Functions

  • Completes all internal/external requests within a 72-hourtime frame.

  • Conducting in depth research for loan adjustment requests

  • Completing internal investor transfers

  • Applies knowledge of and remains current on all guidelines. (Training provided)

  • Responsible for meeting legal requirements and following internal policies. (Training provided)

  • Ongoing training pertaining to special loan products ie: HELOCs, payment option, DSI, etc.

  • Provide mortgage quality assurance with direction and guidance necessary to maintain compliance.


  • Ability to think analytically, understand the business, perform analysis and communicate effectively.

  • Demonstrates ability to take initiative and follow through on projects.

  • Collaborates effectively with inter-departmental teams, related to loan boarding, to achieve organizational goals.

  • Exhibits strong verbal and written communication skills.

  • Excellent interpersonal skills

  • Strong Mathematic/Analytical Skills

  • Critical/Logistical thinking skills

  • Ability to multi-task & prioritize effectively and efficiently.

  • Organizational skills and ability to handle confidential material.

  • Identify Issues and create resolutions quickly.

  • Must be composed and professional under pressure, in fast paced work environment.

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m.

3 days a month, one of them being the last business day, will be expected to stay until investor transfers are complete, most likely 8:00 p.m. Additional overtime may be required.

Education and Experience

  • Basic knowledge of MS Office Excel

  • Must be able to read, comprehend, and act upon various forms of information received from internal and external sources.

  • An Associates degree or higher or 2 years minimum related work experience preferred, not required.

  • Knowledge of different Mortgage Products: Fixed Rate/ARM/Balloon/Heloc/Option Arms, preferred, not required.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

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Loan Research And Transfer Analyst

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