OverviewJob Purpose
The Loan Boarding Principal Consultant serves as the senior subject matter expert on loan boarding product. This individual leads client-facing engagements, guiding financial institutions through the end-to-end implementation of loan boarding solutions — from initial discovery through post-go-live support. The role requires deep expertise in the movement of data from a source to the MSP mortgage servicing platform and data mapping methodologies.
Responsibilities
- Lead complex loan boarding implementations for mortgage servicers, credit unions, and correspondent lenders, ensuring accurate and timely transfer of loan data into servicing systems
- Serve as the primary technical and functional advisor to clients on Boarding API integration, field mapping, and data validation
- Translate complex technical requirements into clear client-facing documentation, training materials, and job aides
- Partner with clients to analyze source loan data, identify data quality issues, and develop remediation strategies prior to boarding
- Lead client workshops, discovery sessions, and status meetings with stakeholders at all levels
- Collaborate with internal development, QA, and product teams to communicate client needs and drive platform enhancements
- Mentor junior consultants and analysts on boarding methodologies, system configurations, and best practices
- Validate boarded loans against MSP transaction fields (ARM, escrow, MI, HMDA, MERS, etc.) to ensure data integrity
- Support UAT planning and execution, including test case design and defect triage
- Stay current on regulatory changes (HMDA, RESPA, TILA) and their impact on loan boarding data requirements
Knowledge and Experience
- 7+ years of experience in mortgage servicing, loan boarding, or mortgage technology consulting
- Deep hands-on experience with MSP (Black Knight / ICE Mortgage Technology) servicing platform
- Proficiency with field-level data mapping
- Strong understanding of loan boarding concepts, file data structures, and system integration workflows
- Experience with loan types including Conventional, FHA, VA, USDA, ARM, HELOC, and construction loans
- Solid knowledge of mortgage regulatory requirements including HMDA, MERS, escrow, and MI guidelines
- Excellent communication skills — able to present complex technical concepts to both technical and non-technical audiences
- Proven ability to manage multiple client engagements simultaneously in a fast-paced environment
Preferred Knowledge and Experience
- Experience with Loan Boarding or similar loan boarding automation platforms
- Prior experience at a mortgage servicer, bank, credit union, or data conversion
- Knowledge of ULDD, MISMO data standards, or FNMA/FHLMC delivery requirements
Skills and Competencies
- Client relationship management
- Data analysis and problem-solving under tight timelines
- Technical writing and documentation
- Cross-functional collaboration between business and technology teams
- Attention to detail in high-volume, high-accuracy data environments
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