Loan Servicing Implementation Coordinator

BSI Financial Titusville , PA 16354

Posted 2 weeks ago

Loan Servicing Implementation Coordinator

Classification Non-Exempt

Experienced Implementation Coordinator with direct Mortgage Servicing experience preferred. The candidate will be required to assist our Client Implementation and Servicing Initiatives team in performing a myriad of functions which require a working knowledge of mortgage servicing and/or project management. Must be able to perform a variety of administrative/clerical functions necessary to successfully onboard new clients to BSI and implementation of new servicing initiatives.

Essential Functions

  • Manage Client set up questionnaires/responses.

  • Monitor incoming evidence of implementation, saving it to the appropriate folders and Smartsheet.

  • Candidate will work in several proprietary systems as well as all standard office applications to build new client accounts, manage the client database, and assist our clients with IT related system access set up, etc.

  • Develop and maintain project documentation through Smartsheets, Google apps and Salesforce.

  • Coordinate Client set up and servicing initiative meetings.

  • Work with new clients to determine servicing requirements and ensure servicing agreement, SOW and performance standards align with client requirements.

  • Work with Business Units to implement controls for non-standard client servicing requirements.


  • Thorough knowledge of Mortgage Loan Servicing preferred

  • Self-motivated with the ability to work in a remote environment

  • Project Management experience

  • Must be able to perform a variety of support functions to ensure our teams success

  • High level of competence in MS Office, Google apps, Saleforce and Smartsheets

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.

Education and Experience

  • Two years relevant experience

  • Proficient in Microsoft Office, as well as other office applications

  • Ability to work with satellite offices and all levels of personnel both internal and external

  • Strong written and verbal communication

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 Servicing Implementation Coordinator

BSI Financial