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Loan Boarding Jobs (NOW HIRING)

Oaktree Funding

Loan Servicing Specialist

Chandler, AZ · On-site +1

$55K - $65K/yr

Responsibilities include loan servicing, collections, borrower support, loan boarding, loan transfers, investor reporting, and portfolio maintenance. The ideal candidate has experience servicing real ...

First Western Bank

Loan Operations Assistant

Rogers, AR

$31K - $39K/yr

The individual will be responsible for Core Systems Maintenance and loan boarding, collateral perfection, shipments of loan files, collateral vault filing, UCC tracking, document imaging, processing ...

First Western Bank

Loan Operations Assistant

Rogers, AR · On-site

$31K - $39K/yr

The individual will be responsible for Core Systems Maintenance and loan boarding, collateral perfection, shipments of loan files, collateral vault filing, UCC tracking, document imaging, processing ...

First Western Bank

Loan Operations Assistant

Rogers, AR · On-site

$31K - $39K/yr

The individual will be responsible for Core Systems Maintenance and loan boarding, collateral perfection, shipments of loan files, collateral vault filing, UCC tracking, document imaging, processing ...

Selene Holdings

Servicing Transfer Manager

Dallas, TX · On-site

The ideal candidate brings strong mortgage servicing transfer experience, leadership capability, and a deep understanding of loan boarding processes, servicing data analysis, and transfer operations.

Selene Holdings

Servicing Transfer Manager

Dallas, TX · On-site

The ideal candidate brings strong mortgage servicing transfer experience, leadership capability, and a deep understanding of loan boarding processes, servicing data analysis, and transfer operations.

Selene Finance LP

Servicing Transfer Manager

Dallas, TX · On-site

$110 - $170/hr

Oversee the analysis and validation of incoming servicing data to ensure completeness, accuracy, and readiness for loan boarding. * Ensure all required transfer documentation, data files, and ...

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Loan Boarding information

See salary details

$29.5K

$62.9K

$85K

How much do loan boarding jobs pay per year?

As of Sep 3, 2026, the average yearly pay for loan boarding in the United States is $62,872.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What is loan boarding?

Loan boarding is the process of transferring a newly originated or purchased loan onto a lender’s or servicer’s system. This involves entering all relevant loan data, documents, and payment information to ensure accurate servicing and compliance. Proper loan boarding is crucial to maintain data integrity, facilitate smooth payment processing, and ensure regulatory requirements are met. It is typically handled by specialists who verify details and resolve any discrepancies to avoid issues during the loan’s life cycle.

What are the key skills and qualifications needed to thrive in loan boarding, and why are they important?

To excel in Loan Boarding, you need strong attention to detail, knowledge of loan documentation, and an understanding of lending regulations, often supported by experience in finance or banking. Familiarity with loan origination systems (LOS), data entry software, and compliance tools is typically required. Excellent organizational skills, problem-solving abilities, and effective communication help you manage complex processes and collaborate with team members. These skills are crucial for ensuring accurate loan setup, regulatory compliance, and a smooth transition from loan approval to servicing.

What are some common challenges faced in a loan boarding role, and how can they be managed effectively?

Professionals in Loan Boarding often encounter challenges such as incomplete documentation, tight deadlines, and data discrepancies when onboarding new loans. To manage these effectively, it’s important to maintain strong attention to detail, communicate proactively with internal teams and external partners, and utilize checklist-driven processes to ensure all loan files are accurate and compliant. Many organizations also encourage ongoing training and collaboration with underwriting, servicing, and compliance departments to streamline the boarding process and reduce errors.

What is the difference between Loan Boarding vs Loan Processing?

AspectLoan BoardingLoan Processing
Primary FocusSetting up new loans in systems, verifying initial documentationReviewing, verifying, and preparing loan documents for approval
Work EnvironmentData entry, system setup, coordination with teamsDocument review, communication with borrowers and underwriters
Required SkillsAttention to detail, system knowledge, basic financial understandingAnalytical skills, document management, communication skills

Loan Boarding involves entering new loan data into systems and ensuring all initial documentation is complete, while Loan Processing focuses on reviewing and verifying loan documents to prepare for approval. Both roles are essential in the loan lifecycle but differ in their specific tasks and focus areas.

More about Loan Boarding jobs

What job categories do people searching Loan Boarding jobs look for?

The top searched job categories for Loan Boarding jobs are:

Loan Boarding jobs near you
Infographic showing various Loan Boarding job openings in the United States as of August 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 100% In-person job distribution, with an average salary of $62,872 per year, or $30.2 per hour.

Loan Servicing Specialist

Oaktree Funding

Chandler, AZ • On-site, Remote

$55K - $65K/yr

Full-time

Re-posted 19 days ago

Key responsibilities

  • Service a portfolio of Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, and other real estate loan products.

  • Process and monitor borrower payments, payoffs, loan modifications, and servicing requests, maintaining accurate loan records.

  • Serve as the primary contact for borrowers, respond to inquiries, and research and resolve servicing-related questions.

Job description

Job Title: Loan Servicing Specialist

Location: Chandler, AZ (Preferred) | Remote Considered for Highly Qualified Candidates

Job Type: Full-Time


Job Summary

Truly Investor Capital is a leading private lender specializing in Residential Transition Loans (RTL), Bridge, Ground-Up Construction, and DSCR financing. As we continue to grow our servicing platform, we are seeking an experienced and detail-oriented Loan Servicing Specialist to join our Operations team.

This role is responsible for servicing a portfolio of Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, and other real estate loan products from funding through payoff. Responsibilities include loan servicing, collections, borrower support, loan boarding, loan transfers, investor reporting, and portfolio maintenance. The ideal candidate has experience servicing real estate loan products and understands the unique servicing considerations associated with RTL, Ground-Up Construction, Bridge, and DSCR loans, including loans with multiple funding advances and changing unpaid principal balances (UPB).


Key Responsibilities

Loan Servicing & Portfolio Management

  • Service a portfolio of Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, and other real estate loan products.
  • Process and monitor borrower payments, payoffs, loan modifications, and servicing requests.
  • Maintain accurate loan records and servicing data throughout the life of each loan.
  • Ensure servicing activities are completed accurately, efficiently, and in accordance with company and investor guidelines.
  • Understand the servicing nuances associated with RTL, construction, bridge, and DSCR loan products, including loans with multiple funding advances and changing unpaid principal balances (UPB).


Collections & Portfolio Performance

  • Monitor delinquent accounts and communicate with borrowers regarding past-due payments.
  • Assist borrowers in resolving payment issues while maintaining a high level of customer service.
  • Negotiate payment arrangements in accordance with company policies.
  • Maintain thorough documentation of borrower communications and servicing activities.
  • Partner with leadership to help maintain the overall health and performance of the servicing portfolio.


Borrower Support

  • Serve as the primary servicing contact for borrowers following loan funding.
  • Respond to borrower inquiries regarding loan payments, balances, payoffs, servicing requests, and account maintenance.
  • Research and resolve servicing-related questions in a timely and professional manner.
  • Deliver exceptional customer service while building strong borrower relationships.


Loan Boarding & Transfers

  • Board newly funded loans into the servicing platform, ensuring complete and accurate loan data.
  • Process loan transfers, including data validation and reconciliation.
  • Coordinate with internal departments and servicing partners to ensure seamless loan onboarding and transfers.
  • Maintain accurate servicing records throughout the loan lifecycle.


Investor Reporting & Operational Support

  • Assist with investor reporting and servicing-related reconciliations.
  • Partner with accounting and operations teams to resolve servicing discrepancies.
  • Assist with audits, quality control initiatives, and special servicing projects.
  • Identify opportunities to improve servicing processes and operational efficiency.


Qualifications & Skills

Experience

  • 2–5 years of loan servicing experience, preferably servicing Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, or other real estate lending products.
  • Experience with collections, borrower support, loan boarding, loan transfers, and investor reporting preferred.
  • Experience working in a private lending, hard money, or mortgage lending environment is strongly preferred.

Knowledge

  • Strong understanding of loan servicing operations and servicing best practices.
  • Familiarity with the servicing requirements associated with RTL, Bridge, Ground-Up Construction, and DSCR loans.
  • Understanding of servicing loans involving multiple funding advances and changing unpaid principal balances (UPB).
  • Working knowledge of investor servicing requirements and reporting processes.

Skills

  • Exceptional attention to detail and organizational skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Technology

  • Proficiency with loan servicing systems and Microsoft Office Suite (Excel, Outlook, Word).

Education

  • High school diploma or equivalent required.
  • Associate's or Bachelor's degree preferred.


Why Join Truly Investor Capital?

  • Highly competitive compensation plus performance bonus.
  • Opportunity to join one of the nation's fastest-growing private real estate lenders.
  • Collaborative, entrepreneurial culture with direct access to leadership.
  • Modern technology and streamlined operational processes designed to support efficiency and success.
  • Opportunities for professional development and long-term career growth.


If you're an experienced loan servicing professional looking to build your career with an innovative and rapidly growing private lender, we'd love to hear from you.