The posting
The Loan Sales & Transfers Analyst is an entry-level role responsible for supporting the movement of residential mortgage loans throughout their servicing lifecycle. Through comprehensive training, you will learn how loans are acquired, transferred, sold, and boarded while ensuring data accuracy, operational compliance, and timely client delivery.
This position is ideal for someone who enjoys working with data, solving problems, and learning complex business processes. You'll collaborate with U.S.-based teams to ensure loan transfers are completed accurately and efficiently. Prior mortgage servicing experience is not required; we will teach you our business.
When you join PMSI, you'll have the opportunity to:
At Preferred Mortgage Services (PMSI), we invest in people. We believe great analysts are developed through strong training, meaningful work, and continuous learning.
- Receive comprehensive training in U.S. mortgage servicing and financial operations.
- Work directly with experienced professionals and business leaders.
- Build specialized financial and analytical skills that are highly transferable.
- Contribute to work that supports some of the nation's largest mortgage investors.
- Grow your career through structured development opportunities and defined career paths.
- Be part of a collaborative team that values curiosity, innovation, and continuous improvement
Responsibilities
- Learn the end-to-end loan sales and transfer process, including acquisitions, transfers, service releases, and loan boarding.
- Review and validate loan information before processing transfers.
- Assist with preparing and completing daily, weekly, and monthly loan movement activities.
- Monitor loan transfers to ensure accurate and timely completion.
- Prepare reports supporting loan movement activity and client deliverables.
- Research discrepancies and assist in resolving transfer-related issues.
- Maintain accurate documentation and follow established operating procedures.
- Support process improvement initiatives to enhance quality and efficiency.
- Collaborate with U.S.-based teammates and business partners.
- Perform additional duties as assigned.
Preferred Skills
- Strong analytical and critical thinking skills
- Excellent attention to detail
- Strong organizational and time management skills
- Microsoft Excel proficiency
- Strong written and verbal English communication skills
- Ability to manage multiple priorities
- Ability to learn complex business processes
- Comfortable working with financial and operational data
- Collaborative mindset with a continuous improvement attitude
Education
- Bachelor's degree in Accounting, Finance, Mathematics, Economics, Business Administration, or a related analytical field preferred.
Experience
- 2+ years of professional experience.
- Internship, academic projects, or relevant work experience in finance, accounting, banking, operations, or data analysis is a plus.
- Mortgage servicing experience is not required.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.
What Makes Someone Successful in This Role
Successful Loan Sales & Transfers Analysts are:
- Curious and eager to understand how mortgage loans move through the servicing lifecycle.
- Detail-oriented and committed to accuracy.
- Organized and able to prioritize multiple deadlines.
- Analytical thinkers who enjoy solving operational challenges.
- Comfortable learning new systems and technologies.
- Accountable and dependable.
- Adaptable in a fast-paced environment.
- Effective communicators who work well across teams.
What Success Looks Like
Within your first year, successful employees typically:
- Develop a strong understanding of loan sales and transfer processes.
- Accurately complete assigned loan movement activities.
- Consistently meet quality and production expectations.
- Identify and resolve routine operational issues.
- Build trusted relationships with U.S.-based business partners.
- Recommend ideas that improve efficiency and quality.
- Demonstrate readiness for more advanced responsibilities.
