Escrow Support Specialist (Full Time) - Plano Ops

POSITION PURPOSE

Responsible for maintaining and processing tax and insurance information in the core system and ensuring the vendor websites match the core system. 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Update and maintain escrow information in the core system.
• Work and maintain vendor reports and core system reports. 
• Compare the core system with the vendor websites and update to ensure accuracy. 
• Contact insurance agents and/or carriers as well as tax agencies to obtain the most recent insurance policy or tax information for expired ticklers. 
• Work with Loan Officers and Lending Assistants for any insurance policies not able to be obtained via the insurance carriers. 
• Monitor and clear any insurance queues via Director Workflow
• Monitor/work and update expired insurance and tax ticklers.
• Process incoming mail received physically and electronically. 
• Tickler and system clean up as needed for upcoming core conversion
• All other tasks as assigned.

The above statements describe the general nature and level of work only.  They are not an exhaustive list of all required responsibilities, duties, and skills.  Other duties may be added, or this job description amended at any time.

QUALIFICATIONS

Education/Certification: High School Diploma, GED or equivalent

Required Knowledge: Thorough knowledge of Microsoft Excel and Microsoft Word.  The ability to maintain and create spreadsheets and customer correspondence. 

Ability to pull reports based on specific criteria ensuring accuracy

Basic knowledge of property taxes and insurance preferred

Basic understanding of RESPA and Regulations as it pertains to escrow is preferred

Experience Required: Basic computer skills. 

SkillS/Abilities: Must be able to handle and resolve high volumes of work and meet strict deadlines.

Ability to update large volumes of data with constant repetition. 

Ability to read and comprehend simple instructions, short correspondence, and memos. 

Ability to write detailed correspondence. Ability to read, interpret and respond professionally to internal and external customer correspondence.  

Must be a critical thinker and able to analyze situations and escalate to management as needed 

Excellent verbal and written skills and ability to speak effectively and clearly in response to internal and external customer requests and inquires. 

Needs to have a strong attention to detail and be able to perform multiple tasks under pressure

Tact in dealing with customers and employees, and experience liaising with varied bank departments to resolve issues. 

Must possess very detailed organizational skills and the ability to multi-task job duties. 

Must understand the risk and impact this role entails and the impact to the organization overall. 

Moderate typing; moderate to heavy computer input