Escrow Resume Samples
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Escrow Resume Samples
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MM
M Miller
Moriah
Miller
29174 Padberg Roads
Boston
MA
+1 (555) 826 3586
29174 Padberg Roads
Boston
MA
Phone
p
+1 (555) 826 3586
Experience
Experience
San Francisco, CA
Escrow Coordinator
San Francisco, CA
Cummings Group
San Francisco, CA
Escrow Coordinator
- Participate in the planning, evaluation and implementation of changes to improve work performance and efficiencies
- Create and mail buyer correspondence as necessary with regard to non-performance under the terms of the Purchase Agreement
- Assist in design and implementation of reporting for the evaluation of outsourcing vendors performance
- Coordinate and manage paperwork of all HUDs
- Work 8-hour days with flexibility for overtime when necessary
- Perform all other duties as assigned
- 2-3 years progressive, successful work history
Los Angeles, CA
Escrow Branch Manager
Los Angeles, CA
Braun-Runolfsson
Los Angeles, CA
Escrow Branch Manager
- Supervises staff while responsible for coaching, mentoring and training of all branch escrow staff. Manages workflow and resolves escalated issues
- Performs audits and recommends corrective actions. Executes corrective actions
- Works with internal and external customers to manager all aspects of a sale, resale or refinance transactions
- Works with sales department to ensure best working relationship with clients
- To encourage employee development and professional growth by providing regular and timely feed back
- Aligns branch goals with business unit goals. Provides input to senior manager
- Conducts performance reviews and recommends hiring and termination actions
present
Dallas, TX
Escrow / Closing Specialist
Dallas, TX
Lakin and Sons
present
Dallas, TX
Escrow / Closing Specialist
present
- Performs other duties as assigned
- May be responsible for communicating contract changes to management, construction, etc
- May advise buyer of responsibility to provide certain documents at Escrow/Closing
- May assist Title Company and approve and file Preliminary Title Report; may assist lenders with documentation and send out packages to lenders; and assist Mortgage to obtain loan conditions.
- May assist Title Company and approve and file Preliminary Title Report; may assist lenders with documentation and send out packages to lenders; and assist Mortgage to obtain loan conditions
- May perform general administrative duties including preparing and following up on correspondence, requests, schedules and reports; legal documents; confidentiality agreements; expense reports; meeting minutes; memos and other similar documents; processing mail and circulating industry information as received
- Perform general administrative duties including preparing and following up on correspondence, requests, schedules and reports; legal documents; confidentiality agreements; expense reports; meeting minutes; memos and other similar documents; processing mail and circulating industry information as received
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
James Madison University
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to perform basic math functions plus ability to calculate figures and amounts such as discounts, interest, commissions, percentages and the like
- Ability to read, analyze and interpret financial and/or legal documents
- Ability to define problems, collect data, establish facts and draw valid conclusions
- Ability to prioritize work with minimal oversight in a fast-paced, changing work environment
- Demonstrated proficiency in Microsoft Office; Excel, Word and Outlook
- Ability to respond effectively to the most sensitive inquiries and/or complaints
- Ability to apply common-sense understanding to carry out instructions
- Ability to effectively communicate verbally and in writing with a broad range of audiences
- Strong data entry skills
- Team Player; with a demonstrated ability to work within cross-functional teams
12 Escrow resume templates
Read our complete resume writing guides
1
Escrow Manager Resume Examples & Samples
- Work with department Supervisors to ensure that all functions in the Escrow Department are completed in a timely manner and according to policies and procedures
- Participate in ongoing strategic planning process with senior management team
- Work with other department managers in matters regarding departmental operations, procedures, and personnel questions
- Direct the preparation of reports on specific facets of the departments operation
- Review departmental reporting practices to ensure conformity with investor, company and governmental requirements
- Proactively manage to the annual budget to prevent overruns. Determine responsibility and produce controls to identify and prevent monetary loss
- Ensure all SSAE16 requirements are met
- Interact with attorneys, auditors, investors, business peers, and insurance companies in escrow-related issues
- Closely monitor the “Control Log” for to clear all exceptions within 18 business days
- Ensure proper set-up of Tax and Insurance Service contracts
- Train and support junior department staff. Ensure timely and accurate completion of all employee and vendor scorecards. Maintain a 95%+ success score on performance scorecards for both yourself and your direct reports
- Coach associates as needed to ensure compliance with department expectations
- All other duties and responsibilities as assigned
- Strong experience with Microsoft Word and Excel. Medium Excel analytics skills such as formula and table creation, pivot table creation, vlookups, and charts and graph usage. Microsoft SQL Query Analyzer experience or familiarity is helpful
- Ability to meet time deadlines and to handle simultaneous tasks and projects in a fast paced environment
- Extensive knowledge of RESPA guidelines and loan documentation, as well as Escrow Analysis claims and Escrow Analysis processing
- Excellent grammar, spelling, and communication skills
- Excellent follow-up skills
- Bachelor’s degree, preferably in a business-related area of study
- 4+ years prior mortgage servicing or similar financial office setting experience, and 2+ years Escrow experience preferred
- 2+ years LPS/MSP experience preferred
2
CIB F&BM TS Liquidity Solutions & Escrow Finance Resume Examples & Samples
- Strategically aligned with product executives in the form of budgeting, forecasting, and financial analytics for Liquidity Solutions and Escrow Services as it relates to Operating Margin (NII/NIR/Expenses) and Balance Sheet. · Deposit forecasting as it relates to net interest income and balance sheet o Net interest income focus on funds transfer pricing and interest expense [pricing & fees] o Balance sheet with a focus on seasonality, organic growth, new business, attrition, & investments o Expense management
- Excellent technical skills (Excel, Access and PowerPoint)
- Needs to be very comfortable producing power point presentations for senior mgmt
- Knowledge of WCP/Paragon a plus
- Highly motivated learner who brings insight to the table and thrives in an environment that changes pace often
- Ability to quickly grasp concepts, learn processes and execute on deliverables in a timely manner
- Ability to work independently with the focus on efficiency and quality
- Excellent time management skills, being flexible to handle multiple tasks at the same time and prioritize the tasks in the order of importance
- Bachelors Degree in Finance/Accounting or related business experience required
3
Senior Escrow Flood Specialist Resume Examples & Samples
- Product & Process
- Risk & Control
- 3 to 5 years of trade finance related experience with focus on Standby Letters of Credit and Guarantees
- Good knowledge and understanding of the business unit’s key products and services, processes and controls
- Good understanding of the business unit’s risk and regulatory requirements
- Good prioritization skills
- Good written and oral communication skills a
4
Cib-escrow Resume Examples & Samples
- Support Product Team on Latam Escrow business vision and position development
- Drives creation of strategies and execution roadmaps, which include both strategic initiatives & tactical steps
- Understands market dynamics including size, geography differences , client segmentation, distribution channels, regulation and competitors to develop a winning strategy
- Identifies potential constraints and risks
- Assist Product Team in terms of Latam Escrow P&L ownership
- Designs the business plan with revenue or investment forecasts balanced by an expense, revenue, and risk perspective
- Understands the revenue and expense drivers of the P&L and the ability to deliver initiatives to maximize the performance of the P&L, taking into account JPMorgan positioning, risk, pricing, competitive landscape, customer needs, market practice, technology and operating environment
- Support Product Team on E2E accountability to deliver JPMorgan Escrow Services to clients
- Delivers against the E2E customer experience and associated initiatives to deliver a best-in-class solution for customers
- Primary point to develop training for internal and external stakeholders to deploy new solutions
- Act at Client On-Barding, helping the accomplishment of the obligations in terms of Client Identification and Know Your Client processes
- Assist Sales on the request of documents, check of the received documents, relationship with Clients and Client On-Boarding Team for acceptance of the Clients by JPMorgan, as per Regulators and Compliance
- Studying Business, Economics and Engineering
- Self motivated with a strong desire to succeed
- Determination to meet financial goals – revenue, expenses, balances, transaction volume, spread/FTP management and pricing practices
- Capacity to develop proper roadmap and ensure scope is aligned with client needs and business partners. Deliver committed projects on time, on budget
- Willpower to develop product strategy, including opportunities for innovation
- Drive problem-solving with business partners and ensure initiatives keep moving forward. Exhibit end-to-end product ownership
- Desire to create solid partnerships & strong rapport with business partners, particularly with Bankers, Sales, Cash, Liquidity, FX & Global Clearing peers. Develop & execute a communications plan to increase visibility and transparency with clients/Sales
- Desire to increase visibility with clients and in the industry, including client visits & feedback, deal team participation, industry interaction
5
Mortgage Servicing Escrow Manager Resume Examples & Samples
- Ensures that all correspondence received via mail or email is reviewed and responded to in a professional manner according to MB Financial, agency, and investor guidelines
- Escalates and reports areas of concern to senior management
- Supports, enhances, and helps lead within our culture and role models within cultural pillars
6
Escrow Team Lead Resume Examples & Samples
- Address escalated billing issues in regards to reconciliation of outstanding checks – stop-payment requests, refunds and reissues, late payments, absence of payment, etc. and respond accordingly
- Identify problematic processing practices and offer possible solutions. Implement process changes/improvements as directed by management
- Assign daily work to individual associates. Monitor workload for increase/decrease of volume and demand. Adjust accordingly. Provide feedback to associates to improve work quality and/or efficiency
- Control departmental communications to client and account service team
- Handle any specialty functions outside of normal bill processing including reporting and escalated issues
- Train and mentor new hires and less experienced associates on specific details as they relate to daily work assignments, goals and objectives
- High School Diploma required. Bachelor’s degree preferred
- 1-3 years in a departmental leadership role required
- Property & Casualty insurance experience preferred
- Ability to manage departmental workflow in a high paced environment
7
Cib-escrow Paying Agency Product Analyst Resume Examples & Samples
- Execution of paying agency functions including Letter of Transmittal review, payments, holder inquiries, systems and tax reporting
- Provide excellent customer service by responding quickly to client requests and holder inquiries
- Ensuring that all paying agency transaction activities are in compliance JPMorgan policies and procedures
- Understanding of core paying agency and payment systems
- Assist team members in daily administration activities
- Participate in special projects as necessary including the timely and accurate completion of project related deliverables
- 2-3 years experience in escrow and paying agent market
- Operational background with understanding of the financial payment system
- Knowledge of tax reporting
- Strong MS Office skills (Excel, Power point, Word)
- Excellent organizational skills/Attention to Detail
8
Escrow Servicing Manager Resume Examples & Samples
- Manages the escrow loan servicing activities for Mortgage Loan Servicing
- Develops or participates in the development and implementation of policies and
- Requires a bachelor’s degree in business or equivalent experience
- Requires in-depth experience in and knowledge of loan servicing, preferably related to
9
Escrow Administration Manager Resume Examples & Samples
- Manage escrow departments workflow, operations and personnel
- Motivate, coach and provide consistent feedback in order to promote growth and advancement
- Manage the development of policies and procedures that address best practices, meeting all applicable Federal and State regulatory requirements, Client Serving Guidelines, IBM Control requirements, and meets customer expectations
- Identify areas of improvement and work with your team and others to successfully identify and implement solutions and controls
- Partner with staff, upstream and downstream customers, Compliance, Business Controls and Management to develop internal operating procedures and organizational functions that promotes sound internal controls to mitigate regulatory, financial, and operational risks related to collection of mortgage loans
- Partner with vendors to maintain internal operating procedures and organizational functions that promotes sound internal controls to mitigate regulatory, financial, and operational risks related to collection of mortgage loans and are meeting the terms outlined in Statement of Work
- Establish key performance indicators
- Evaluate existing processes and develop strategic processes that will allow the department to absorb approximately 25% portfolio increase without staffing increase, build business continuity processes to ensure minimal impact to the operations in an event of a disaster, and minimal technology development whenever processes or requirements changes
- Develop processes to monitor employee productivity, quality, and prepare scorecards to provide employees consistent performance feedback
- Identify risks and develop protective or detective controls to mitigate any financial, reputational or regulatory risks
- Accountability: Able to take responsibility for all work activities and personal actions
- Customer Orientation: The ability to demonstrate concern for satisfying one’s external and/or internal customers
- Team Development: The ability to delegate responsibility and to work with others and coach them to expand their capabilities
- Managing Change: The ability to demonstrate support for innovation and for change needed to improve effectiveness; initiating, sponsoring, and implementing change
- Strategic Thinking- The ability to analyze the competitive position by considering trends, existing and potential customers, and strengths and weaknesses as compared to competitors
- Empowering Others- The ability to convey confidence in others ability to be successful, specially at challenging new tasks; delegating significant responsibility and authority
- Fostering Teamwork- The ability and desire to work cooperatively with others on a team, demonstrate interest, skill and success in getting groups to learn to work together
10
Junior Escrow Product Service Specialist Resume Examples & Samples
- Working closely with all members of the Escrow Team, assist with the daily administration and servicing of the Escrow Agent Product to Private Bank clients nationwide
- Process and monitor all daily transactions, including wire transfers, check deposits, and cash transfers
- Process/Approve (through WINS) Fed Wires, Internal funds transfers and other Cash movements within set timeliness standards and daily cutoff times
- Review and process/approve account maintenance requests
- Ensure all securities transactions including RVP / DVP, free receipts and deliveries, global (Non-USD) trades and all other securities related transactions including mutual funds and foreign exchange are processed
- Research/resolve account officer and client inquiries, and interface with Custody Account Officers and Securities Operations on a daily basis
- Support team members and team leader with handling all custody related aspects of CPB relationship
- Ability to work well with other CPB product partners in meeting client expectations
- Assistance with preparation of spreadsheets and/or special documentation required for specific transactions
- Client billing and fee processing
- Resolve client inquiries and issues on a timely basis and as accurately as possible
- Direct contact with clients and their attorneys, accountants, third party vendors, representatives, pertaining to requisition payments, call back ,etc
- Interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary
- Prepare, maintain and update spreadsheets, calculations, reports and/or special documentation required for specific transactions (complexity can vary from deal to deal)
- Ensure compliance with all legal and regulatory policies and requirements of the Private Bank
- Resolve client inquiries and issues on a timely basis and as accurately as possible through effective and efficient use of Private Bank resource
- Occasional domestic travel may be required
- Ensure all updates to account documentation are imaged on DMS
- Terminate accounts per terms of agreements
- Approximately 4/5 years experience working in the financial services industry; prior experience with escrow transactions and settlement funds is helpful
- Familiarity with the securities industry - specifically, securities movements, fixed income securities and deposit products
- Technical skills: thorough knowledge and familiarity with Microsoft Word, Excel, Powerpoint and Outlook required. Knowledge of Microsoft Access helpful, but not essential
- Project management skills: candidate must be highly organized and efficient; ability to effectively multi-task and adhere to daily time sensitive deadlines is critical
- Analytical skills: the ability to read, comprehend and interpret legal documents and contracts governing escrow accounts is helpful, but not required
11
Escrow Administrator Resume Examples & Samples
- High school diploma or equivalency degree or equivalent in education and experience
- Prior escrow servicing experience in a mortgage servicing environment
- Knowledge/experience with all aspects of escrow, including taxes, insurance, flood insurance, mortgage insurance, escrow analysis
- Must be able to read and understand mortgage documents
- Must be able to read, understand, and explain escrow analysis
12
Escrow Administration Specialist Resume Examples & Samples
- Performs reviews of and runs required escrow analysis statements according to schedules and requirements
- Processes escrow-related refunds to the borrower’s account within allotted timelines
- Updates loan-level information to reflect recent activity and applies appropriate comments detailing actions on the account
- Researches and resolves a variety of issues surrounding questions concerning tax, insurance, and escrow
- Reviews exceptions related to the trial escrow analysis, conduct analysis on accounts and works with property tax and hazard insurance groups and other business partners to ensure corrections are processed before generating a final escrow analysis statement
- Conducts quality control reviews on escrow analysis statements
- Responds timely to tasks and inquiries assigned from or requested by business partners, clients, and managers
- Manages time and prioritizes work appropriately
- Able to learn quickly, take direction, and work independently
- Adapts to a changing and challenging work environment
- Desires to help improve the organization as a whole through meaningful suggestions and innovations
- Analytical Thinking: Able to tackle a problem by using a logical, systematic, sequential approach
- Flexibility: Open to different and new ways of doing things; willing to modify one’s preferred way of doing things
- Initiative: Able to identify what needs to be done and doing it before being asked or before the situation requires it
- Results Orientation: Able to focus on the desired results of one’s own or one’s team work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
- Thoroughness: Ensures that one’s own and others’ work and information are complete and accurate; carefully preparing for meeting and presentations
- Written Communication: Able to express oneself clearly in business writing
13
Cib-escrow Resume Examples & Samples
- Work in Escrow Middle Office key projects in order to provide our client first class service experience as well as projects to increase efficiency and productivity contributing to a healthy P&L
- Graduation in Dec/2018 or later
- Holistic impact analysis capability
- Curious, persistent and anxious to solve challenges
- Creative with interest in propose innovation
- Drive problem-solving with business partners and ensure initiatives keep moving forward
- Desire to create solid partnerships & strong rapport with business partners, particularly with Bankers, Sales, Cash, Liquidity, FX & Global Clearing peers and functional partners, such as Legal, Compliance, Ops, Risk
14
Wholesale Escrow Funder Resume Examples & Samples
- Complete required system inputs in order to generate loan documents through LOS or approved vendor and validate fees are in compliance with RESPA 2010 guidelines
- Review and approve HUD-1 Settlement statement from closing agent/escrow
- Review the signed loan documents and credit package for accuracy and for compliance with federal and state law as well as company policies
- Prepare the collateral package/ stack signed loan documents
- Follow up with broker for outstanding conditions
- Review conditions received for accuracy and sign off on conditions within specified authority
- Complete verification of employment as required by published procedures
- Balance funds to ensure correct wire amount
- Request funds through the warehouse bank
- Follow up with closing agent for final settlement statement and validate there are no unauthorized changes to the final HUD
- Consistently meet or exceed established minimum productivity levels as determined and required by management
- Follow up with any post-closing issues which may arise
- Act as a role model of the company’s values, acting in an ethical and professional manner at all times
- Perform other duties and special projects as required
- Minimum of 5 years both agency and government mortgage lending experience preparing loans documents and funding loans
- Ability to work independently and maintain confidentiality
- Working knowledge of the mortgage process
- Knowledge of RESPA
- Empower LOS experience is desired but not required
15
Escrow Administration Manager Resume Examples & Samples
- Manage the development of policies and procedures that address best practices while meeting all applicable Federal and State regulatory requirements, Client Serving Guidelines, IBM Control requirements, and customer expectations
- Partner with staff, all customers, Compliance, Business Controls and Management to develop internal operating procedures and organizational functions that promote sound internal controls to mitigate regulatory, financial, and operational risks related to collection of mortgage loans
- Partner with vendors to maintain internal operating procedures and organizational functions that promote sound internal controls to mitigate regulatory, financial, and operational risks related to collection of mortgage loans and are meeting the terms outlined in Statement of Work
- At least 4 years: Microsoft Word, Excel, Outlook, Lotus Notes
- 2 years MSP or equivalent loan servicing system experience
- 5 years Mortgage Servicing experience
- 2 years Supervisory or Management experience in Escrow Administration or Transaction Processing
- At least five years of mortgage servicing experience
- 5 years Supervisory Management experience
16
Escrow Operations Manager Resume Examples & Samples
- Responsible for an effective and efficient operation of the Escrow Department
- Coordinate office workflow systems, incorporating use of data processing, including all phases of the escrow file, abiding by all laws, rules and regulations which apply to the business of escrow under the umbrella of title insurance
- Hire, train and develop staff as it relates to escrow procedures, practices and policies
- Interpret escrow policies and assist in the complicated transactions
- Implement efficient process flow for the department, as needed
- Conduct staff meetings on a regular basis
- Confer with subordinate personnel to discuss operational problems or explain procedural changes or practices within the Department/Branch offices
- Prepare work schedules and assign duties to personnel to ensure efficient operations of the Department/Branch offices
- In the absence of an Escrow Officer/Processor, be available to assist with the daily functions of the unit
- Audit escrow files on a monthly basis
- Work in conjunction with the Title Department in resolving title issues
- Help generate new business and maintain good public relations with existing customers. This may include attending business luncheons and seminars for business development purposes
- When necessary, work closely with sales to help develop new business, maintain existing customers and work together to solve problems that may arise on escrow file
- Work with Division President to achieve profitability of the Department
17
Escrow Floater Resume Examples & Samples
- Obtains signatures and notaries signatures where applicable on closing documents
- Provides general explanation of the documents to be signed
- Explains the process and procedures of the escrow function and answers the customer’s questions in a manager in which the customer understands
- Maintains excellent customer service skills
- Maintains flexibility to meet the customer’s needs, which includes driving to locations within the Portland and Vancouver metro area
- Accepts accountability for errors and is responsible for making any necessary corrections, including obtaining additional and/or missed signatures, when applicable
- Adheres to required Company policy and procedures and to legal and statutory requirements of the signing process
- Resolves problems and/or provides recommendations for resolution
- Performs other duties as assigned or reassigned by Escrow Manager
- Minimum of three years experience in the escrow industry
- Thorough knowledge of practices and procedures of the escrow industry
- Thorough understanding of the escrow closing process and of escrow and loan documents
- Excellent customer service skills and the ability to put clients at ease om sometimes a stressful situation
- Calm, self-assured personality
- Expert computer skills, including working knowledge of MS Office software packages, internet applications and company specific databases
- Ability to calculate variables and use formulas
- Ability to interpret variety of instructions furnished in written, oral or policy/procedure formats
- Exceptional organizational, written and verbal communication and analytical skills
- Skilled in prioritizing work to meet stringent deadlines and work in team-oriented environment
- Self-motivated and illustrate a commitment to customer service
- Must maintain a current driver’s license in good standing
- Must maintain a current notary certificate for both Oregon and Washington states
- Company will provide a standardized uniform
18
Escrow Transaction Specialist Resume Examples & Samples
- Review HUD Settlement Statement
- Review Lenders Closing Instructions
- Review and correct vesting if needed
- Package Closing Package, in a specific order
- Add all State Required Documents
- Submit Closing Package to Vendors Website (Notary)
- Maintain a SLA of 2 hours
19
State Escrow Administrator Resume Examples & Samples
- Strong understanding of fundamental concepts, practices and procedures of real estate title and settlement process
- General knowledge of Federal and State regulations related to real estate title insurance and settlement services
- General understanding of underwriting real estate transactions for the issuance of title insurance policies
- Ability to collaborate and act decisively
- Good organizational skills with the ability to multi-task, prioritize and timely follow up
- Requires abstract thinking and creative solutions
- High School Diploma Required
- 5-7 years title underwriting experience
- Must be familiar with real estate law
20
Escrow Asst Resume Examples & Samples
- Must have high school diploma or equivalent
- 1-2 years escrow experience or a minimum of 3 years of experience in a related real estate or title field
- Prior experience searching and examining title preferred
- Strong MS Office, advanced Excel experience is desired
- Knowledge of escrow processing software, preferably FAST, Data Trace, and/or ATIDS
21
Escrow Branch Manager Resume Examples & Samples
- Hires, supervises, trains and directs the development of all branch escrow staff
- Maintains existing client base and manages ongoing client and business challenges
- Works with internal and external customers to manage all aspects of a sale, resale or refinance escrow transaction
- 6-10 years experience as an Escrow Officer
- Specialized knowledge in one or more escrow product areas
- Strong Supervisory skills
- Escrow Officer certification from the Escrow Association or completion of escrow officer training program by a title company or banking
22
Escrow Closer Resume Examples & Samples
- Education – High School Diploma, GED or equivalent work experience is required
- License of Certification –Missouri Department of Insurance licensing or ability to meet the requirements for Missouri Department of Insurance licensing is required. Subject to required statutory continuing education requirements. Notary Public is required
- Work Experience – Prior knowledge of real estate transaction closings and work experience as title insurance industry escrow Closer I is required. (6 months minimum, 1 year preferred)
23
Escrow Coordinator Resume Examples & Samples
- Depositing of earnest money
- Disbursements for closings
- Issuing Wires for closings
- Closing out of Escrow Ledger Cards
- Stop payments and re-issues of disbursement checks
- Verifying earnest money with Title Companies
- Help in other accounting teams; cross train as needed
- Special Projects with supervisor as assigned
- Strong systems and communication skills required
- Customer Service experience required
- Solid math skills required
- High Level of accuracy
- Strong data entry skills
- Ability to multi-task as needed
- Real Estate industry experience a plus
24
Escrow Transaction Specialist Resume Examples & Samples
- Prepare file for closing consistent with REO Purchase Contract
- Obtain necessary payoffs, tax statements and final property bills
- Prepare all State Required Documents
- Other duties as assigned by manager
25
Escrow Branch Manager Converse County, WY Resume Examples & Samples
- Manages a staff with responsibility for coaching, mentoring, hiring, and training of all branch escrow staff. Delegates assignments, provides development opportunities. Manages workflow and resolves escalated issues
- Aligns branch goals with business unit goals. Provides input to senior manager
- Develops new and repeat business through bankers, brokers and agents
- Works with internal and external customers to manage all aspects of a sale, resale or refinance escrow transaction. Answers questions and provides guidance regarding products, services, policies or specific transactions
26
Product Operations Escrow Manager Resume Examples & Samples
- Eight to ten years of operations experience in the financial services industry
- Advanced knowledge of operation functions, systems, policies and procedures for the assigned area
- Well-developed customer relations skills
- Thorough knowledge of banking operations and human resources
- Document interpretation skills
- Escrow product knowledge
27
Corp Trust Escrow Analyst Resume Examples & Samples
- Proven systems literacy with SEI
- Thorough knowledge of investments and accounting transactions
- Well-developed ability to read and interpret governing documents to ensure proper disbursement of funds
- Proven ability to calculate percentages, ratios, and algebraic equations without instructions or formulas provided
28
Escrow Disbursement Coordinator Resume Examples & Samples
- Intermediate level working knowledge of Microsoft Office applications and escrow related software. Ability to type a minimum of 40 WPM required
- Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
- Writes clearly and informatively; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
- Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. * Basic accounting knowledge including accounts receivable
- Settlement statement (HUD) knowledge
- Effective analytical and problem solving skills
- 1+ years Banking and/or Escrow Experience highly preferred
29
Mortgage Loan Servicer Escrow Resume Examples & Samples
- Familiarity with Excel and Word
- 10-Key Calculator (by touch)
- Good grammatical skills required
- Good analytical, problem solving and follow up skills required
- Mortgage Experience helpful but not required
- Must have the ability to communicate with customers or agents both verbally and in writing
30
Director of Commissions & Escrow Resume Examples & Samples
- Provides overall leadership and direction for teams responsible for all functions within the Madison center
- Provide inspirational leadership to the CPS employees, communicating mission, defining culture and motivating performance
- Consults with functional leaders to understand business systems utilization, capability needs and improvement opportunities
- Works closely with CPS senior leadership, Regional leaders and other key stakeholders to ensure alignment and engagement across various decisions points to establish and deliver key performance indicators
- Provides proactive change management leadership to cross-functional teams and end users related to development of new CPS Center
- Proactively plans upgrades to enhance functionality and improve decision-making abilities
- Continually solicits customer feedback in order to validate utilization and adoption and understand CPS process improvement opportunities
- Documents standard processes, creates resource materials and implements end-user training as needed
- Partners with CPS leadership and other key stakeholders to align on the use of technology and services to improve existing processes, proposes changes that provide standardization and improvement to those processes and successfully implements approved changes
- Drives optimization of staffing models, develops hiring profiles, evaluates training programs and manages overall performance of staff
- Works with corporate IT to prepare for scheduled system upgrades
- Investigates and implements alternative working and staffing arrangements (e.g. seasonal workers, work from home and remote staffing)
- Work with Corporate Audit team on annual compliance audits
- Identifies gaps in service offerings and investigates viability of new services
- Bachelor’s degree in Business or related field; may consider 10+ years’ directly relevant experience in lieu of degree; MBA. Prefer Six Sigma certification in process management or equivalent experience
- 7+ years demonstrated experience overseeing large national or regional processing center or similar operation such as a call center housing multiple processing operations
- Experience in developing and managing process controls and addressing audit needs of a complex process environment
- Proven process mapping/change management skills with demonstrated success driving complex change initiatives required
- Exceptional project management skills combined with the ability to navigate and manage multiple stakeholders and priorities in a fast-paced dynamic environment
- Strong customer service orientation; must be driven to delight stakeholders and work collaboratively to ensure continual engagement
- Excellent communication skills; capable of communicating complex and/or technical information to national audiences
- Strong negotiation and influencing skills; decisive yet collaborative
- Demonstrates a high sense of urgency and drive for results
- Detail oriented with strong organizational, analytical and follow-up skills
- Ability to work well with others and build relationships while operating with a high level of integrity, respect and passion
31
Escrow Transaction Specialist Resume Examples & Samples
- TRID knowledge helpful
- 2-3 years Title/Mortgage closing experience
- 1-2 years’ Experience preparing a HUD/Lenders Closing Instructions
- Experience working in fast paced, deadline oriented environment
- Above average computer skills
- Able to learn new programs quickly
- Previous experience working on a team
- Ability to work independently as well
- Ability to understand best prioritizing practices
- Flexibility to cross train between tasks within team—strong multitasking skills
32
Escrow Banking Specialist Resume Examples & Samples
- Excellent analytical, verbal, and written communication skills
- Experience within Escrow
- Quality customer service skills and detail oriented
- Working knowledge of FAST and Trust32 is strongly recommended
- Working knowledge of Microsoft Office applications
- Energetic and self- motivated
- Must be a team player and be able to work in a fast pace environment
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Cib-latam Escrow Resume Examples & Samples
- Assist Escrow portfolio clients’ need, having the opportunity to learn and act in Escrow Middle Office major activities
- Support Sales Team on the on-Boarding of Clients
- Act at Client On-Boarding, helping the accomplishment of the obligations in terms of Client Identification and Know Your Client processes
- Students of Business, Economics or Law
- Graduation in Dec/2019 or later
- Knowledge of MS Office package
- Written and oral communication skills
- Team work skill
- Like to work with people, having good interpersonal relationship
- Will to strengthen knowledge of the marketplace and the external legal, regulatory, economic and competitive environment
- Will to strengthen product knowledge; understand how products work end-to-end and how they integrate with core cash, liquidity and FX
34
Director of Title & Escrow Operations Resume Examples & Samples
- Manage and motivate the service managers or team leaders to achieve committed customer service levels and general service expectations of the Front-Office teams and/or consumers of Stewart’s products and services
- Provide thought leadership on leading financial services and insurance best practices and Shared Service concepts, practices, and enabling technologies
- Establish baseline performance standards and monitor the progress against benchmarks set for targets such as productivity, quality, and unit costs
- Plan and direct continuous process improvement and quality programs based upon specific business development objective
- Oversee the governance process related to tracking and reporting designed to meet service level agreements including internal and external report cards or dashboards
- Drive and deploy internal standards and best practices for order to cash type processes and leading the change efforts when new processes or technologies are introduced
- Provide management oversight for compliance related programs and reinforce statutory, regulatory requirements and state laws while ensuring managers and team members are kept informed of company policies, procedures, and corporate initiatives
- Manage workforce planning needs, selection and hiring process, and making personnel decisions including but not limited to promotions, terminations, and transfers between teams as required
- Improve financial performance, customer service and productivity through optimal use of Stewart technologies and resources
- Provide encouragement and motivation to all associates in the center to foster a strong work culture, community service, and maintain strong employee relations
- Provide regular and consistent communication that are relevant for associates to understand new events or changes to the center, customers, shareholders, and/or corporate information/announcements
- Flexibility required for innovative thinking in maintaining the welfare of the client and business line while keeping within regulation restrictions
- Demonstrate excellent organization, documentation and follow through skills
- Oversee the post-audit specific processes and workflow to ensure all quality and timeline standards are being adhered to and report results accordingly
- Organizational, analytical and assessment skills
- Strong leadership skills including the ability to manage a large operational staff
- Strong shared services or customer contact center background and experience
- Knowledge of performance management and quality programs
- Strong change advocate for process improvements and demonstrates out of the box thinking including but not limited to process design skills
- Knowledge of production in workflow managed environments and electronic work queues
- Knowledge of SLA management programs and governance required to manage with center customers
- Strong interpersonal communication skills as well as the ability to communicate with a range of audiences and personalities
- Excellent communication (both oral and written) skills
- Excellent listening and problem-solving skills
- Must be organized, prioritize and meet tight deadlines
- Be flexible and adaptable to change
- Display great energy and dedication
- Completion of an undergraduate degree
- Minimum ten years Title and Escrow industry employment or related financial or shared services experience
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Escrow Branch Manager Resume Examples & Samples
- Oversees daily activities of an escrow branch
- Supervises staff while responsible for coaching, mentoring and training of all branch escrow staff. Manages workflow and resolves escalated issues
- Works with internal and external customers to manager all aspects of a sale, resale or refinance transactions
- Answers questions and provides guidance regarding products, services or policies
- Manage the entire real estate closing process, including compliance with real estate contracts, lender instructions, title requirements, TRID and company requirements and other written instructions
- Works with sales department to ensure best working relationship with clients
- Conducts performance reviews and recommends hiring and termination actions
- Performs audits and recommends corrective actions. Executes corrective actions
- Handles complex or escalated issues
- Acts as a central point of person for branch employees
- In charge of the customer service satisfaction of branch customers
- May research and address inquiries regarding specific transactions and work directly with the title department, legal and/or claims department as needed
- Requires a HS diploma and 5+ years of experience in the title industry
- Knowledge of commonly-used concepts, practices, and procedures within the title industry
- Relies on judgment to plan and accomplish goals
- Licensed escrow officer to title officer, if applicable by state
- Experience in a management role
- Strong decision maker
- Ability to be a leader and take charge of situations that may arise
- Completion of a High School Diploma
- Possession of an Escrow License, if applicable in state
- Minimum of 1-2 years of experience of supervising and a minimum of 5 years in the title industry which includes experience in title production
36
Cib-escrow Product Executive Resume Examples & Samples
- Drive the definition and execution of the business’ 3 - 5 year strategy including P&L projections, new product assessment, target segments/markets, product capabilities and ensure product strategy is clearly articulated with internal partners including TS Leadership Team, GCB, and the Investment Bank. Take accountability for the Escrow P&L including planning, modeling and financial forecasting
- Operate as the center of expertise for our partners and clients on the end to end delivery of the Escrow product globally
- Act as an internal advocate of the Escrow product especially with key strategic partners across the IB and GCB
- Set a first-class standard of performance and integrity, and expect a first-class standard from the team
- Manage all mid-office functions and product execution
- Work closely with Treasury and Liquidity partners to maximize the value of escrow deposits on balance sheet
- Own the Pricing process (both deposit and fee based) to ensure the business is taking on incrementally profitable new business
- Work with dedicated Sales resources to provide solutions to complex transactions including understanding client needs and creating solutions to those needs based on the current product offering
- Identify new opportunities/applications of the Escrow product and work with functional partners to design and roll-out new products via the NBIA process
- Understand and analyze industry trends for Escrow services including risk and regulatory developments and competitive landscape
- Ensure the proper value proposition is at the forefront of all internal and external marketing for Escrow and work with Escrow sales team to drive targeted marketing events to deliver maximum impact on building brand awareness in the marketplace
- Regularly review and update Product Risk framework and work with internal partners to ensure the controls are robust and tested
- Understand the regulatory environment and analyze impact to Escrow product to assure full compliance with all regulatory aspect. Embrace an end-to-end focus on controls as a part of business strategy. Appropriately raise any risk/control issues
- Ensure the ongoing accuracy and robustness of the current product set and remediate/update rapidly where deficiencies come to light
- 10+ years experience in product management in financial services
- Experience managing large teams with diverse roles
- Strong financial, analytical and strategic skill set
- Disciplined approach to Risk Management
- Detailed knowledge of product related risk and regulatory environment
- History and reputation for strong compliance with all regulatory requirements in both letter and spirit of law
- Execution-oriented self-starter who likes to take initiative, and is able to get things done
- Energetic, Team player
- Excellent reputation in business. Able to attract and retain top managers
- Excellent leadership and influencing skills
- Proven organizational and administrative skills
- Culturally sensitive with the ability to work effectively among different countries and regions
- Strong knowledge of JPMorgan and Escrow is desirable
- Graduate degree preferred; proven Treasury Management experience a plus
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Escrow Operations Manager Resume Examples & Samples
- Recruit, hire, train and develop staff as it relates to escrow procedures, practices and policies
- Develop, create and implement process flow for the department, as needed seeking continual improvements and efficiency and maintian documentation as to same
- Develop, create and implement production measurement tools for team. Hold team members accountable for achievable standards and successful goal completion
- Ensure that escrow processes are in conjunction with ALTA best practices and Stewart Title best practices consistently across the organization
- Work closely with sales to help develop new business, maintain existing customers and work together to solve problems that may arise on escrow file
38
Escrow / Closing Specialist Resume Examples & Samples
- May be responsible for audit all new contracts and setting up individual house files
- May be responsible for communicating contract changes to management, construction, etc
- May be responsible for preparing deal sheets and getting required approvals before promoting new contracts
- May prepare Escrow/Closings documents, including Pre-audit escrow files; may check/approve/copy/disburse addenda
- May advise buyer of responsibility to provide certain documents at Escrow/Closing
- May coordinate with Construction on readiness of home for closing
- May process option prices and verify options on addendums and files
- May assist Title Company and approve and file Preliminary Title Report; may assist lenders with documentation and send out packages to lenders; and assist Mortgage to obtain loan conditions
- May audit post-close and distribute Escrow/Closing documents; may input escrow/closings data into database(s) weekly
- May process enrollment forms on all files and monthly reports for UHIC
- May liaise between management, buyers and departments to resolve buyer issues prior to walk through and Escrow/Closing
- May coordinate and schedule buyer walk-throughs and may maintain Buyers 2-10 Warranty program
- May produce “canned” periodic reports from department systems and spreadsheets
- Maintain communication with all entities concerned to assure a smooth closing
- May represent Company at closings with outside attorneys
- May perform general administrative duties including preparing and following up on correspondence, requests, schedules and reports; legal documents; confidentiality agreements; expense reports; meeting minutes; memos and other similar documents; processing mail and circulating industry information as received
- May copy, collate and/or file documents; may organize and maintain sales/marketing policy, procedures & other manual(s)
- May answer, screen and direct telephone calls to Department members
- May maintain fax, copier and printer and order respective supplies and maintenance; may act as back up for Receptionist
39
Escrow Processing Specialist Resume Examples & Samples
- Process disbursements of property taxes and insurance; ensure timely payment of taxes with specific County Treasurer Officials throughout the state for all mortgage escrows
- Research incorrect transactions and implement resolution to minimize customer impact
- Oversee annual analysis of escrows to ensure accuracy
- Respond to research requests and inquiries
- Ensure accurate processing and reporting of mortgage taxes and insurance
- Utilize queries for problem resolution
- Review loan system application for inaccurate billing information and implement resolution
40
Loan Documentation Spec-escrow Resume Examples & Samples
- Four to five years of experience in loan/lease processing activities, or other relevant experience
- Thorough knowledge of legal documents used to support applicable loan/lease processing
- Ability to work with legal to solve complex documentation needs
- Ability to apply critical thinking for all elements of loan documentation construction
- Ability to master the bank’s documentation software
- Thorough knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
- Thorough knowledge of applicable credit policies and approval processes for assigned product(s)
- Ability to work effectively and accurately in a fast paced, high production, professional environment
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Escrow Processing Specialist Resume Examples & Samples
- Review and maintain Private Mortgage insurance for automatic cancellation
- Prepare annual analysis statements, answering questions and solving problems relating to statements
- Have a basic understanding of loan closing as it relates to real estate
- Ensures data input is accomplished correctly and efficiently
- Maintains customer confidentiality at all times
- Computer skills including Microsoft office suite with previous loan application experience. (Fiserv Director experience preferred)
- Ability to handle confidential information professionally
- Follow established Bank policies and procedures
- Ability to apply concepts such as functions, ratios, and proportions to practical situations
- Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals
- Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
- Telephone
- 1 year experience with Microsoft Office, including Microsoft Word, Excel and Outlook. (Fiserv Director experience preferred)
- 1-3 years loan servicing experience is preferred
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Director, Escrow Analysis Resume Examples & Samples
- Set the strategic direction and effectively manage the Tax, Insurance, Flood, MI, and Escrow Analysis operations
- Champion change. Challenge the status quo and champion new initiatives. Act as a catalyst of change and stimulate others to change. Pave the way for needed change and manage execution effectively
- Foster an environment of continuous improvement aimed at improving the bottom line
- Contribute to the organization strategies relating to minimizing advances where appropriate
- Responsible for collaborating with business partners across Ocwen to ensure delivery of escrow information to other business units and the customer is timely and appropriate
- Responsible for collaborating and managing multiple vendor relationships
- Ensure appropriate controls in place to monitor and perform all escrow related functions, including
- Experience in mortgage servicing/consumer finance industry required
- Working Knowledge of mortgage servicing regulatory requirements
- Comfortable with a fast paced environment
- Customer centric approach to process design and exception management
- Demonstrated exceptional judgment and critical thinking
- Strong interpersonal, collaborative, and leadership skills
- Proven ability to motivate team members to achieve results and meet targets
43
CIB F&BM Treasury Services Liquidity Solutions & Escrow Business Manager Resume Examples & Samples
- Support country and regional business strategy, pricing strategy, and overall business direction through qualitative and quantitative input on major decisions and drivers for the Liquidity Solutions and Escrow businesses
- Support the revenue and growth goals of the business through analyzing market rates, client balances, and product pricing to enhance profitability and find opportunities
- Improve the investment process across TS to help the business manage its technology spending
- Work collaboratively across finance and the business while upholding financial control and consistency
- Actively engage in creating senior management level presentations and providing effective reporting to Liquidity and Escrow product executives, business managers, and Finance CFO’s
- Excellent technical skills (Excel and PowerPoint)
- Good communication and presentation skills
- Analytical skills including number crunching, trending, and data analysis
- Inquisitive nature with advanced problem solving and critical thinking capabilities
- Knowledge of WCP/Paragon or LRI a plus
- Knowledge of liability balances, net interest income, funds transfer pricing and cash management products or product management experience preferred but not required
- Interest in short-term financial markets and macro-economic drivers of market rates a plus
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Escrow Branch Manager Resume Examples & Samples
- An ability to perform all tasks of all personnel under his/her supervision
- An ability to identify prospective employees and thereafter recruit and hire qualified escrow/marketing personnel
- To coordinate training for all employees within the escrow office
- To effectively solicit escrow and title business from Realtors, lenders, builders and sellers and buyers
- Without limiting any of the foregoing essential duties, to supervise all aspects of branch activities, including, without limitation, all escrow procedures, accounting functions, marketing and branch maintenance
- To establish and maintain relationships which are social, professional, civic or community in nature, which promote the goodwill of the Company and develops future business
- To supervise accounting and escrow functions within the office and implement operating procedures developed by escrow administration or other departments
- To direct the activities of other branch personnel in the performance of escrow functions
- To supervise other office personnel in accordance with established Company personnel procedures and policies
- To supervise branch employees and perform corrective notices, evaluations and assessments
- To encourage employee development and professional growth by providing regular and timely feed back
- To properly maintain custody and control of escrow funds, corporate assets, records and other property coming into the office
- To be responsible for coordinating and maintaining the branch premises in a clean, neat and presentable condition
- Work closely with assigned Branch Sales and Marketing Representative and/or Management in creating and implementing branch revenue goals, expense controls, the annual branch budget and strategic plan for branch business development
- Fifth year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience
45
Escrow Coordinator Resume Examples & Samples
- Must have at least one (1) year of experience in homebuilding, real estate, lender or escrow
- Excellent Interpersonal and Customer Service
- Personal maturity; position requires the ability to react and respond favorably, and communicate in a professional manner with confidence and tact
- Team Player; with a demonstrated ability to work within cross-functional teams
46
Escrow Coordinator Resume Examples & Samples
- Prepare weekly sales reports. Input current information from weekly sales recaps
- Input lender information and track and approve all lender changes for escrow companies
- Input and review loan approvals and verification of funds
- Input current closing and open escrow status
- Process, track, and account for buyer sales incentives
- Prepare and distribute amendment request/ selection summary by coordinating with the sales associates, lenders, and any outside contractor for upgrades
- Notarize grant deeds and other escrow documents as required
- Coordinate Flooring Releases
- Prepare and record Notice of Completions
- Prepare check and wire request as necessary for cancellations and other seller refunds
- Create and mail buyer correspondence as necessary with regard to non-performance under the terms of the Purchase Agreement
- Maintain projected closings spreadsheet and JD Edwards’ weekly sales flow
- Review and approve all Estimated Settlement statements
- Close out, balance file and review final settlement statements prior to Accounting Department’s review of closed files
- Conduct weekly escrow closing meetings with UAMC, sales associates, Controller, and various office and field managers. Update flow sheet as a result of this meeting
- Problem solve all escrow tracking and closing issues between all parties
47
Seasonal Escrow Recorder Resume Examples & Samples
- Knowledge of Microsoft Office applications and title/escrow related software
- Proficient PC skills
- 1-2 years relevant title insurance experience preferred
48
Escrow Loan Servicing Analyst Resume Examples & Samples
- Review and process payment of property tax disbursements from third party vendor
- Review and process payment of insurance renewal disbursements from third party vendor
- Review and process payment of private mortgage insurance premiums
- Review automated file for payment of FHA mortgage insurance premium
- Enter all escrow disbursements on loan servicing system
- Analyze all loan files in loan servicing system on an annual basis
- Ensure escrow disclosure statements and refund checks are sent to borrowers
- Review and process lender placed insurance policies on loan servicing system
- Handle calls from borrowers regarding escrow questions
- Process escrow refunds for paid off loans
- Process payment of up front mortgage insurance premiums
- Reconcile escrow payables and service advance receivables
- High School, college a plus
- Intermediate to advanced skills in MS Excel
- Mortgage experience a plus
49
Escrow Manager Resume Examples & Samples
- Oversee trust accounting
- Perform the closing responsibilities of an Escrow Officer as needed, working with CalAtlantic Homes, CalAtlantic Mortgage, outside lenders and contract signers to schedule and close transactions smoothly and efficiently
- Oversee the overall closing function of the escrow branch to ensure process efficiencies, quality service, cost effective operations and compliance
- Review the CD forms (formerly HUD-1) and legal documents for accuracy and initiate any necessary file-specific corrections
- Coordinate with the signing service company for additional contract signers as necessitated by volume
- Proactively disseminate information regarding changes, new practices and responsibilities
- Prepare closing reports, fee reports and resolve problems with files as needed
- Drive and maintain consistently high levels of customer service
- Maintain and monitor the shared closing calendars
- Maintain constant communication with CalAtlantic Homes regarding closings, and coordinate the closing schedule and necessary reports with the closing coordinator
- Review and reconcile the trial balance each month
- Review the accounting reports for outstanding check lists
- Manage local escrow officer and contract signers
- College degree or equivalent work experience
- 5+ years of management experience within a title/escrow environment (builder preferred)
- Proven knowledge of the title and mortgage lending industry
- Must have an active CO Settlement Officer license
- Notary Public
- Strong computer skills (MS Office, FAST, preferred)
- Able to handle very high volume during peak times
- Flexible, detail oriented and able to meet tight deadlines
- Ability to facilitate smooth operations through management and interaction with staff members
- Proven ability to resolve issues in a timely manner
50
Escrow Coordinator Resume Examples & Samples
- Generate weekly, monthly and quarterly sales reports to include traffic, closings, gross sales/cancellations and other ad hoc reports
- Responsible for the initial review and processing/distribution of all Purchase Agreements and Exhibits, ensuring any errors are corrected; copy and distribute to Sales, Lender, Buyer and Title. Ensure accuracy of and daily updates to Salesforce and Enterprise One systems
- Review all Purchase Agreements prior to presenting to Finance Director
- Process customer deposits
- Notify Sales Director on all homebuyer issues and/or problems when brought to management attention
- Respond to calls from Buyers, Sales, Lender, Title Company, Design Center, Mortgage, and Construction personnel; resolve or refer to appropriate person or department
- Monitor and ensure the sales department is in compliance with all audit requirements
- Implement/maintain all corporate-approved sales documents
- High School Diploma, 2 or more years of college, preferred
- Minimum of 2 years of experience in an office support position with at least 1 year of experience in homebuilding, real estate, lender or escrow fields
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Escrow Coordinator Resume Examples & Samples
- Drive the weekly closings and Mylar meetings - gather and update all pertinent information
- Coordinate all necessary documents, appraisals, and inspections with lenders on pending loans
- Maintain data entry in Mylar and Closings reports
- Coordinate and manage paperwork of all HUDs
- Manage pending sale process. Track sales reporting and open escrow
- Coordinate contract process, including auditing of all contracts
- Education: Minimum of a high school education; Bachelor's degree preferred
- Experience: Prefer at least 1 year of direct mortgage/lending experience and/or homebuilding experience
- Exceptional organizational capability, including the ability to multi-task under pressure
- Strong people skills, including the capability to handle various personalities and develop professional relationships
- Action oriented, with the drive to push projects and tasks to successful closure
- Proven ability of being customer centric by seeking solutions from the customer's perspective
- Strong verbal & written communication, with the ability to take complex concepts and communicate accurately and persuasively
- Strong ability to work within a team-setting, inclusive of other's ideas, and a willingness to cooperate
- Makes quick and accurate decisions based heavily on facts, data and/or metrics along with out of the box thinking
- Proficient in Microsoft applications, including Word, Excel, PowerPoint and Outlook
- Self-disciplined in balancing time and necessary activities
- Ability to coordinate and communicate easily with senior management and cross functional teams
- Work 8-hour days with flexibility for overtime when necessary
- Conduct business in a professional and ethical manner to lenders, title representatives and coworkers to reinforce goodwill and profitability for the company
52
Escrow Analyst Resume Examples & Samples
- Primary point of contact for insurance agents and taxing authorities related to escrowed loans
- Process monthly reconciliation account for escrowed loan accounts
- Establish, maintain, and monitor escrow accounts and release requests for escrow holdbacks
- Maintain a current understanding of established policies, procedures and regulations relating to escrow
- Research problems and coordinate the payment of escrow bills researching and solving problems relating to such payments
- Ability to multi-task, possess strong organizational and problem solving skills
- Ability to utilize core software to its full potential to service escrow accounts
- Scan and link incoming escrow related documentation to the loan file
- Ability to work under general supervision and also give supervision
- Ability to work well under pressure and with deadlines
- Manage competing demands
- Knowledge of administrative process and procedures
- High attention to detail with exceptional organizational and time management skill
- Proven ability to adopt well to change
- Understanding of need for accuracy in Job - Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses, or embarrassment to the organization. The possibility for error is always present due to requirements of the job
- Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions
- Ability to deal with problems involving several known variables in situations of a routine nature
- Ability to read, write, and understand simple instructions, short correspondence, notes, letters routine repos and correspondence
- High Volume Document Scanner
- High school diploma or equivalent required, Bachelor's Degree preferred
53
Escrow Resume Examples & Samples
- To launch and grow the Escrow offering in the US, working in conjunction with the Product team to develop enhancements and make the product commercially viable
- Business development through internal marketing of Escrow to the Investment Bank and Corporate Bank teams
- Business development of Escrow externally through financial intermediaries, including law firms and financial advisors
- Work with the Global Head of Escrow to deliver the business revenue plan, standardize escrow processes and documentation across regions, and ensure risk is closely monitored
- To establish Barclays as the “Go-To” bank for clients seeking a trusted escrow agent for their important transactions
- Build and maintain strong relationships with key functional partners to enable seamless and efficient end to end delivery of escrow services
- Act as the principal contact for escalation of client and service issues related to US Escrow
- 5+ years of experience with Escrow, either in Product management, Sales or Client Support
- 5+ years of relevant experience demonstrating strong sales and negotiating skills
- Good knowledge of Escrow product landscape, including the various uses of Escrow and competitor offering in the US
- Self-starter with an entrepreneurial drive to build a new customer base for the product
- Ability to work effectively with internal stakeholders, in pursuit of client satisfaction
- Highly effective communicator, able to deal with complex transactions involving senior internal and external executives
- Acting as client champion and steering time-sensitive deals through the bank with a sense of urgency
- Understanding of operational and compliance risk, especially related to cross border transactions
54
Escrow Closer Resume Examples & Samples
- Minimum one year escrow closer experience
- Supervisory experience helpful
- Ability to spot potential closing issues and resolve timely and professionally
- Ability to attract and maintain acceptable base of customers
- Ability to communicate well, verbally and in writing
- Ability to prioritize and meet deadlines, and handle multiple tasks
- Title License mandatory
- Driver’s license required
- These qualifications address additional attributes that will enhance the Associate's ability to perform a particular function, but that are not required
55
Escrow Analysis Specialist Resume Examples & Samples
- Communicate and/or implement corrective actions to affect improvements to mortgage & equity account operations
- Process various modification programs to determine escrow balance changes
- Provide members with explanations of escrow deficiencies and provides documentation to support such deficiencies
- Audit and resolve monthly outstanding escrow tasks to be completed from previous month
- Communicate discrepancies to appropriate tax/insurance servicing area for correction
- Create summary reports to management on loan closing escrow and tax/escrow discrepancies
- Load loan processing system with current tax data including, parcels, due dates, County and payment amounts
- Perform initial escrow analysis statement review within 45 days of closing in accordance with RESPA guidelines
- Research, document and provide members with escrow analysis differences by reviewing Settlement Sheet, payment
- Ability to work effectively and efficiently with automated systems
- Experience in member/customer service preferably in a call center, retail banking or financial institution
- Experience in working with all levels of staff, management, stakeholders, vendors
- Exposure to escrow servicing functions of mortgage and equity loans
- Familiarity with escrow analysis, property taxes and payment schedules
- Familiarity with financial institution and lending practices, principles and regulations
- Familiarity with insurance regulations that affect the establishment/administration of state escrow requirements
- Familiarity with state and federal laws affecting escrow processes and procedures
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill following, interpreting and applying relevant data/instructions to guidelines, procedures, practices and
56
Escrow Accountant Resume Examples & Samples
- Responsible for the daily posting of buyer and/or lender incoming wires for all escrow accounts
- Supports branch offices with requests and inquiries
- Performs research and provides documentation of bank activity as requested by branch offices, legal department and auditors
- Monitors outstanding check activity and assists with dormant processing and reporting
- Establishes and maintains escrow deposit investments at the customer’s request
- Some treasury, customer service or clerical experience
- Must have excellent math, Excel, Word and general computer skills
- A successful candidate will have good communication, time management, organizational, and problem solving skills
- Ability to work independently as well as work within a team
- Escrow or Title experience is preferred
- Minimum High School Diploma
57
Escrow Manager Resume Examples & Samples
- Review the HUD-1 statements and legal documents for accuracy and initiate any necessary file-specific corrections
- Must have a active TX Escrow Officer license
- Strong computer skills (MS Office and FAST, preferred)
58
Product Operations Escrow Onboard Analyst Resume Examples & Samples
- Bachelor's degree in finance or related field, or equivalent work experience
- Five to eight years of experience in asset management of trust accounts
- Thorough knowledge of escrow financings, investments, and accounting transactions
- Well-developed ability to interpret escrow financing documents to decipher all aspects of cash and asset transactions
- Working knowledge of Microsoft Excel spreadsheets
- Ability to make independent decisions
- Ability to effectively communicate with internal and external parties
- Ability to work under high pressure/stress in a fast pace work environment
59
Senior Specialist, Escrow Analysis Resume Examples & Samples
- Assist with mortgage servicing aspects of compliance as it relates to escrow processes
- Responsible for successful action plan completion, which includes, approving draft action plans and obtaining appropriate additional approvals, facilitating required change, ensure timely completion of all associated action items, evaluate and approve documentation supporting the completion of each action item, and ensure timely completion of validation and closure
- Create presentations providing overview of business processes and changes implemented for action plan completion
- Manage change control process by facilitating change control board meetings as well as being responsible for change control coordinator activities, which include project initiation, confirming organizational impacts, training, and policies and procedures
- Maintain policies and procedure documentation and associated process flow charts - Obtain appropriate approvals for all process and policy documentation on a quarterly basis
- Provide leadership for compliance related projects
- Review report requests for proper documentation and get approval and priority ranking from the Director of Escrow Services
- Monitor report requests for completion and accuracy and maintain appropriate documentation -
- Provide reporting to management showing status of work
- Amenable to US work days
- Project management expertise- Ability to complete and move projects forward
- Ability to work independently and with others
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Specialist, Escrow Analysis Resume Examples & Samples
- Completing workflow research work types
- Creation and execution of ad-hoc reporting needed to monitor the day to day processes
- Interaction with taxing authorities to obtain tax information to resolve delinquencies
- Inventory Analysis and Reporting
- HRD monitoring and analysis
- Review and confirm the accuracy of documents
- A team-player: Work with co-workers to assist in achieving department goals
- 3 or more years mortgage banking experience
- Non phone position
- Must have escrow/tax/insurance knowledge
- Research skills- a thinker
- Experience in process Testing/Improvement/Audit finding resolution/critical thinking/Policy and procedure writing/
61
Escrow Coordinator Resume Examples & Samples
- Conduct initial review and analysis of all Purchase Agreements and Exhibits
- Provide accurate updates of sales information in centralized enterprise-wide tracking system
- Generate a variety of financial and statistical reports
- Review all final Purchase Agreements prior to presenting to Finance Director
- Maintain constant communication with various departments to ensure transparency and up-to-the-minute information share
- Respond to calls from various parties (Buyers, Title Company, Mortgage Agent, etc.) and resolve or refer to the appropriate person or department
- Monitor and audit various documents to ensure compliance
- Track conditional loan approvals and follow-up accordingly
- Conduct on-going progress review to ensure that all document and information deadlines are met in accordance with contract requirements
- Sound judgment with the ability to make good decisions even when pressed for time
- High level of accuracy and attention to detail
- Capable of taking ownership of all contract related issues associated with your assigned communities and pro-actively monitor progress for potential delays
- Highly organized and flexible with the ability to prioritize multiple projects and meet deadlines, often with frequent interruptions and changing circumstances, in a high-volume fast-paced work environment
62
Manager, Mortgage Escrow Servicing Resume Examples & Samples
- Ensure policies, procedures, and practices for Escrow Servicing comply with all applicable state and federal regulations and legislation and Navy Federal policies, industry and/or federal/state laws and regulations (e.g., RESPA, Consumer Financial Protection Bureau - CFPB, Investor guidelines, Servicing contracts, etc.) - Complex/Difficult
- Prepare and submit budget requirements for Annual Financial Plan (AFP)
- Serve as a subject matter expert on servicing platform, MSP as applicable, cross-departmental projects and collaborates with peers to ensure alignment with established goals and objectives - Expert
- Collaborate with a wide range of internal business contacts to implement processes, new applications and system enhancements - Lead
- Conduct benchmarking, trend analysis and other input to drive continuous improvement and elevate service performance - Considerable impact
- Create projects and assign responsibilities/tasks based on priority, staff availability, and resources - Lead staff &/or supervisors
- Ensure best practices are used to determine best options for members experiencing financial difficulties due to escrow situations - Lead
- Identify and resolve operational and performance gaps and obstacles; implement changes and improvements - Advanced
- Involved in driving continuous process improvement to increase member experience quality; reduce losses; minimize financial risk and maintain high operational efficiency - Lead staff &/or supervisors
- Manage and direct operations and ensure targets, service level agreements and corporate objectives are met - Lead staff &/or supervisors
- Monitor work environment and direct allocation of resources to ensure adequate staffing to meet production and member service standards - Lead staff &/or supervisors
- Oversee branch strategy, establish priorities and set goals; evaluate and implement standards to ensure alignment with department/organizational objectives - Lead staff &/or supervisors
- Recommend strategies, develop initiatives, and oversee tactics to provide superior quality member service and position Navy Federal as the financial institution of choice - Lead staff &/or supervisors
- Serve as a subject matter expert with internal and external auditors (e.g., NCUA, CFPB, and contracted third parties) to address and resolve audit questions and findings - Lead
- Serve on teams and task groups for projects/initiatives within the business unit &/or across the organization - Lead
- Leadership Level - Manage staff &/or supervisors
- Bachelor's Degree in Business Administration or the equivalent combination of training, education, and experience
- Experience in working with a service platform software
- Significant experience in escrow servicing functions of mortgage and equity loans
- Advanced knowledge of banking/financial industry trends, products and services
- Advanced knowledge of mortgage servicing policies and practices
- Advanced knowledge of state and federal laws affecting escrow processes and procedures
- Working knowledge of related employment regulations, e.g. FLSA, FMLA, ADA, EEO, etc
- Advanced database and presentation software skills
- Advanced research, analytical, and problem solving skills
- Advanced skill exercising initiative and using good judgment to make sound decisions
- Desired - Significant experience in leading and managing in diverse and complex operational environments
- Desired - Significant experience in leading large projects/initiatives which have business risk and impact
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Escrow Coordinator Resume Examples & Samples
- Posts incoming Lender and Client funds to client files daily
- Downloads bank activity and balances Trust Account ledgers daily
- Prepares transaction deposits and posts checks to internal software system
- Monitors incoming and outgoing wires posting to internal software system
- Manages ledgers on daily basis by closing and opening via internal software system
- Processes incoming checks and scans electronic deposits to bank(s)
- Prepares and prints checks for daily settlements
- Builds and maintains relationships with all operation departments
- Associate’s or Bachelor’s degree in Accounting or an Accounting Certificate preferred
- Three (3) or more years of related cash application, posting and/or accounts payable processing experience
- Working knowledge of Accounting and/or Closing and Title Software
- Experience with CashPro and Money Access or similar banking systems preferred
- Proficiency in Microsoft Office suite of products, especially Excel
- Good oral and written communications skills
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Escrow / Resale Specialist Resume Examples & Samples
- Communicate requirements and other information to clients including order exceptions
- Prepare and review documents for Resale and Lender Questionnaire packages
- Open orders, input closing statements from in house accounting software
- Interpret order agreements as they relate to closing and prepare all documents required for transactions
- Acquire all information needed to prepare required documents and input into escrow instructions from all parties
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Escrow Resume Examples & Samples
- Effectively supporting & contributing to the growth of the Escrow portfolio. Closely working with the US Escrow Manager to drive new business and maximise overall client satisfaction. Proactively collaborate with broader client/colleague support functions to enable our journey to become the ‘go-to’ Escrow bank
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards
- Provide Relationship Management – 60%
- 2+ years of experience and track record of delivering results through building relationships
- 2+ years of demonstrated experience in building strong customer relationships and internal network relationships
- 2+ years ofdemonstrated experience in client service and communication
- Escrow knowledge would be advantageous but not essential
- Awareness of business customer solutions
- Client service needs and drivers of satisfaction
- Rigour, Conduct Risk and Compliance
- A good understanding of income drivers
- Knowledge of US CB and/or IB products and propositions
- An understanding of policies and procedures across the Group relevant to CB
- Up to date knowledge of Barclay’s competitive landscape in the US
- A good understanding of the impact of economic environment on customer’s needs and business
- A good understanding of mandatory Risk policies and procedures relating to credit conformance and regulatory, operational and legal risk
- Results oriented with sound commercial judgement
- Good planning and organization skills
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Escrow Loan Services Specialist Resume Examples & Samples
- Minimum 5 years loan servicing experience (preferably Consumer Mortgage, or Commercial, ABL, and/or SBA)
- Minimum 5 years of experience with consumer laws and banking industry practices
- Minimum 3 years of customer service experience
- Working knowledge of applicable regulations, consumer laws and banking industry practices required
- Ability to interact effectively and professional with all levels of Bank personnel, customers, vendors and other banks
- Excellent verbal/written communication skills required
- Solid accounting, problem solving and customer service skills required
- Demonstrated knowledge of the Microsoft Office suite
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Escrow Loan Closer Resume Examples & Samples
- Minimum of 2 years' experience in title insurance or related field
- Strong knowledge of the title insurance industry and or mortgage banking
- If not already licensed as an Ohio agent must become licensed within 6 months of taking the position
- Experience with working with Microsoft word-merge, Softpro or other title software preferred
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Escrow Coordinator Resume Examples & Samples
- HS Diploma or equivelent required
- Escrow or loan experience is desired, but not required. We will train the right person
- Ability to actively seek resolution to outstanding items and continue pursuit through to completion
- Analytical with the ability to examine complex issues in order to determine the root problem and make effective decisions to bring the issue to a successful conclusion
69
Escrow Operations Manager East Bay Area, CA Resume Examples & Samples
- Facilitates communication for optimal cohesiveness among branches and other departments and vendors
- Supervises all escrow branch managers and assists in day to day decisions involving personnel, customer issues, departmental and vendor communications
- Oversees facilities planning. Works with County manager for planning future branches and business opportunities, including location, staffing and design
- Works closely with Sales manager and the sales team for a cohesive marketing strategy involving escrow
- Plans and directs process improvements within escrow and affiliated departments
- Trains and communicates with escrow staff on process issues and corporate initiatives; represents escrow on various committees and business initiatives
- Responsible for reviews, disciplinary actions and salary reviews of all Escrow Branch Managers
- Responsible for calculating and submitting payment requests for escrow staff bonus/commissions payments
- Reviews branch P&L, ledgers and T32 documents
- Must be organized, able to look at different views, have great attention to detail and deadlines
- Strong interpersonal communication as well as the ability to communicate with a range of audiences and personalities
- 10+ years escrow or related real estate
- Must have completed an escrow closing within geographic area of responsibility
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Escrow Funder Resume Examples & Samples
- Previous process, closing, or post-closing experience with title company or mortgage fulfillment
- Knowledge of title and mortgage documents
- Possess strong writing skills- able to write clear, concise comments about loan files reviewed
- Ability to work in a fast-paced, high volume environment, while maintaining attention to detail
- Be well organized and be able to plan for and meet production deadlines
- Responsible for communicating with borrowers, internal business partners, and third party companies regularly
- Maintain a high level of customer service through proactive communication with customers and business partners
- Manage a pipeline with high focus on exceeding the service level expectations
- Proven track record of strong quality and productivity
- Demonstrated flexibility and adaptability to changing tasks, organization, and self-motivation
- Demonstrated time management and efficiency skills
- Commitment to teamwork
- Flexible schedule
- Strong Word and Excel Experience
- Completion of a High School diploma or undergraduate degree in equivalent field is preferred
- 2-4 years previous Title Company experience or Mortgage Fulfillment
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VP, Escrow Administration Resume Examples & Samples
- Responsible to ensure that all disbursements for escrowed items including but not limited to real estate taxes , hazard insurance, PMI/MIP and HOA fees are made from the borrowers escrow account in accordance all applicable company, investor and regulatory requirements
- Manage and monitor the day to day operations of tax and hazard outsource vendors to ensure compliance with all Freedom, Investor and regulatory requirements
- Ensure that all escrowed loans are analyzed in accordance with all applicable company, investor and regulatory requirements
- Monitor compliance to ensure all CFPB and regulatory requirements are met
72
Servicing Escrow Analyst Resume Examples & Samples
- Four year college degree preferred
- 5+ years Mortgage industry and/or Financial Services experience
- 3+ years Mortgage Escrow experience
- Bulk Acquisitions and data analysis and reconciliation is a plus
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Servicing Escrow Manager Resume Examples & Samples
- Process escrow related tasks and functions outlined above, as needed, to ensure team is completing critical functions and meeting performance standards and/or goals
- Review departmental processes for continual improvements and efficiency gains through vendor interfaces and streamlined communication
- Develop and maintain standard operating procedures and other supporting documentation. Share best practices and maintain training materials
- Monitor, coach, and develop the team to continually improve performance and maximize
- Establish and maintain third party partnerships including outsourced service
- Desire to take personal responsibility to complete tasks and solve problems
- Ability to perform tasks and complete projects with minimal supervision
- Represent Stonegate Mortgage Corporation in a professional manner by dressing
- Four-year college degree preferred in Finance, Accounting, or Business
- 7+ years’ servicing experience with 3+ years’ management experience in a residential loan escrow servicing environment
- 3+ years’ experience with the MSP/Blacknight Loan Servicing System
- Experience with Bulk Acquisitions and data reconciliation/analysis
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Escrow Technician Resume Examples & Samples
- Ability to perform all tasks of the Escrow Receptionist
- Prepare earnest money receipts
- Prepare and send opening letters and “thank you” acknowledgements to all parties
- Order legal/vesting and prepare listing kits as necessary
- Order title commitments and distribute to all parties
- Perform general office functions as necessary
- Order payoff/assumption statement requests
- Open, sort, and file daily mail (unless receptionist designated to do this function)
- Open refinance orders
- Access and print reports as directed by Manager
- Prepare receipts for all funds received from Customers and/or lenders
- Obtain releases and other “to follow” items, if applicable
- Monitor termite inspection requests and other required inspection information
- Send final “thank you” acknowledgements to all parties
- Answer Customers’ questions and/or telephone calls concerning the parties’ transactions; and answer real estate agents’ questions and/or telephone calls concerning the status of their pending files
- Update payoff/assumption figures
- Support and follow all Company initiatives and procedures
- Work overtime hours as requested in advance by the Branch Manager
- The employee should have knowledge of
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Escrow Operations Specialist Resume Examples & Samples
- Complete all assigned LMS courses as needed before expected due dates
- Stay updated on all department updates/changes to processes and procedures as well as bank wide initiatives that directly/indirectly impact Escrow Operations
- Participate in necessary webinars and job related training that are a direct result of management request
- Completing all work with a high level of quality to ensure adherence to compliance and regulatory requirements
76
Escrow Clerk Resume Examples & Samples
- Reconcile data and disburse checks for all regular real estate, abatement and added assessment taxes to either our tax payment service or direct to municipalities prior to due dates. Reconcile all data and disburse checks to the appropriate insurance payee prior to renewal
- Communicate daily with our third party insurance tracking company to ensure proper coverages are in place at all times and in accordance with Bank, government and investor guidelines
- Review weekly open item tax and insurance reports. Communicate directly with our tax and insurance vendors to obtain the amount due on accounts where disbursement listings have not been received. All open items are paid manually to ensure prompt payment and avoid any penalty for late payments
- Research past due and/or delinquent status reports from our tax and insurance vendors for escrowed and non-escrowed accounts for any delinquent real estate, added assessment and utility charges or homeowners or flood insurance premiums
- Monitor and process loss draft checks in accordance with investor and bank guidelines. Issue perodic reports to department management team
- Communicate with borrowers and taxing authorities or insurance companies/agents to resolve any and all tax or insurance issues
- Review escrow analysis statements with borrowers
- Assist Customer Service representatives as needed in times of heavy telephone volume
- Communicate with our tax service to ensure all 1st mortgage loans have a valid tax contract in place
- General understanding of mortgage loan servicing
- Ability to add, subtract, multiply and divide in all units of measure
- Ability to think independently and make appropriate decisions
- Ability to perform multiple tasks through effective prioritization and time management, and demonstrate attention to details
- Strong analytical and reconciliation abilities
- Strong computer skills including electronic mail, routine database activity, word processing, spreadsheets, graphics, etc
- Ability to anticipate the implications and consequences of situations and take appropriate action to be prepared for possible contingencies
- High School Diploma or GED and a minimum of one year related experience in a financial services organization handling loan servicing or insurance
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Escrow / Resale Specialist Resume Examples & Samples
- Communicate requirements and other information to clients including title exceptions
- Time management and time critical prioritization skills
- Professional customer service skills
- Interpretation and completion of verbal and/or written instructions at a proficient level
- Confidentiality and discretion in the performance of all duties and responsibilities
78
Escrow / Closing Specialist Resume Examples & Samples
- Assists in preparing Escrow/Closings documents, including Pre-audit escrow files; may check/approve/copy/disburse addenda
- Coordinate with Construction on readiness of home for closing
- Coordinate and schedule buyer walk-throughs and may maintain Buyers 2-10 Warranty program
- Produce “canned” periodic reports from department systems and spreadsheets
- Perform general administrative duties including preparing and following up on correspondence, requests, schedules and reports; legal documents; confidentiality agreements; expense reports; meeting minutes; memos and other similar documents; processing mail and circulating industry information as received
- Copy, collate and/or file documents; may organize and maintain sales/marketing policy, procedures & other manual(s)
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Escrow Coordinator Resume Examples & Samples
- Creates and maintains buyer files
- Collects and processes all necessary documentation for closing of escrow
- Reviews and reconciles close of escrow statements
- Conducts buyer file audits to ensure proper documentation in in place prior to close of escrow
- Produces escrow instructions based on buyer file audits
- Coordinates with Accounting and Financial Reporting Department for proper instructions to escrow of disbursement of funds to third parties, including bank/lender loan repayments
- Coordinates with Accounting and Financial Reporting Department for the proper recordation into the accounting system (Yardi) of the various income and expense allocations resulting from the sale of residential units
- Assists the Accounting and Financial Reporting Department with related functions as needed
- Bachelor’s degree or equivalent work experience
- 2-4 years’ experience in coordinating/managing escrow transactions
- Demonstrated familiarity with BRE documentation and requirements for sale of residential units
- Ability to effectively communicate verbally and in writing with a broad range of audiences
- Ability to read, analyze and interpret financial and/or legal documents
- Ability to respond effectively to the most sensitive inquiries and/or complaints
- Ability to perform basic math functions plus ability to calculate figures and amounts such as discounts, interest, commissions, percentages and the like
- Ability to prioritize work with minimal oversight in a fast-paced, changing work environment
- Ability to apply common-sense understanding to carry out instructions
- Demonstrated proficiency in Microsoft Office; Excel, Word and Outlook
- Experience with Yardi or similar software; specifically Property Management and Construction modules is preferred
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Escrow Coordinator Resume Examples & Samples
- Entering sales information
- Entering closings information
- Producing and distributing reports, building files, and file documents
- Assisting in document control room for distribution and tracing of files
- Copying, maintaining pricing and availability books
- Updating plats with sales information and document distribution
- Attending starts and closings meetings
- Updating sales hot sheets and starts/closings trackers
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Intern Escrow Associate Resume Examples & Samples
- Research and Review- Conduct loan-level research
- Communicate effectively (written and verbal) with vendors, MI carriers and investors
- Coordinate with the Cashiering and Finance departments for outgoing tax payments, incoming/outgoing wires, and returned/refunded tax payments and with the MI Claims departments for any MI refund/return issues
- Create and/or maintain escrow processing department written procedures
- Strong problem solving, data collection, analysis and decision making skills
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Escrow Associate Resume Examples & Samples
- Intermediate personal computer skills utilizing Microsoft Office/Windows based applications, including Word, Outlook, Excel, and Access
- Ability to build and maintain strong working relationships
- Ability to perform detailed research and follow through to completion
- Ability to work effectively under daily and monthly deadlines while maintaining a strong attention to detail
- Proven ability to mentor and guide associates
- Twelve months or more of strong performance in Escrow Assoc. II role, or equivalent work experience
- Mortgage Servicing experience, including escrow specific functions as referenced, preferred
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Escrow Coordinator Resume Examples & Samples
- Assist in design and implementation of reporting for day to day quality review of all processing functions for mortgage insurance, hazard insurance, real estate tax, escrow analysis and optional insurance
- Assist in design and implementation of reporting for the evaluation of outsourcing vendors performance
- Participate in the planning, evaluation and implementation of changes to improve work performance and efficiencies
- Create and analyze ad hoc reporting
- Maintenance of required management reports, including daily, weekly and monthly production, quality controls and vendor scorecards
- Assist with all regulatory and compliance reviews and audits
- 5 plus years of experience in Mortgage Servicing
- Knowledge of Mortgage Servicing Regulatory Requirements
- Current, working knowledge of the Microsoft Office suite, including: Word, Excel, Access and PowerPoint
- Visual Basic preferred
- MS Access preferred
- SQL Plus preferred
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Escrow Trust Accounting Representative Resume Examples & Samples
- Provide customer service to NAT branch offices
- Process funds transfers, including FED wires and ACH
- Complete daily and monthly bank reconciliation
- Perform internal control functions
- Produce various daily and monthly reports and distribute reports to management
- Reconcile and transfer daily income
- Process daily deposits to trust and general accounts
- Combination of education and experience that enables performance in all aspects of the position. Bachelors or AA degree preferred, high school diploma required
- Minimum of 3 years experience in accounting; bank reconciliation and/or banking experience strongly preferred. Title, escrow, or mortgage industry preferred
- Proficiency with Microsoft office applications, including Outlook, Word and Excel required
- Familiarity with industry-specific applications and web-based banking platforms for major financial institutions. JD Edwards, HRSPro beneficial
- Experience in funds transfer processing preferred
- Experience in escheat reporting preferred
- Strong math skills required
- Fast, accurate data entry required
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Escrow Closing Assistant Resume Examples & Samples
- Enters and indexes new escrow orders setting up files for future processing; inputs data and prints reports
- Obtains authorizations, documents and other preliminary, supplemental or additional information; arranges and maintains files and correspondence for use by Escrow Officer
- Checks preliminary title reports for typos, omissions, and discrepancies
- Maintains logs and records such as receipt of required documents
- Initiates follow up as directed by Escrow Officer or others to request documents necessary for completion of transaction
- Interacts with lenders and facilitates for lender requirements for loan funding
- Responsible for printing of disbursement checks
- Responsible for all correspondence issued at close of escrow
- Assists customers, loan agents, real estate agents, principals and others by answering inquiries related to the processing of orders, and providing information; serves as receptionist as needed
- Composes and types letters ordering beneficiary demands or statements or deeds of trust
- High School Diploma with some college preferred
- 2+ years of specific experience in the title industry and Title Insurance Escrow Closing
- Proficiency in MS Office and Windows
- Prior experience with SoftPro Select preferred but not required
- Must be familiar with current Texas Title Insurance rules and regulations promulgated by the Texas Department of Insurance
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Escrow Closer Resume Examples & Samples
- Develops and maintain clientele
- Obtains demands/releases to clear title
- Takes terms and information needed to process escrow
- Draws all real estate settlement statements and HUD 1’s for signing
- Signs-up customers explaining our instructions and documents
- Audits and closes file when all funds and documents are received
- Trains, supervises and guides assistants
- Attends client and business development functions
- Disburses funds
- Maintains confidentiality of all proprietary information and escrow transactions
- Understands and complies with escrow accounting procedures
- Understands and complies with State Insurance Commissioner bulletins
- Determines appropriate priorities and workflow
- Refers questionable requests from customers to management for guidance
- Interfaces effectively in person and on the telephone with clients and customers
- Reviews customer accounts, market research reports and other market information to determine the availability of business as well as the company's and competitor's share of the market
- Assists the sale staff with contacts to brokers, real estate agents, builders, attorneys, lenders and other customers by telephone and in person to solicit business and ascertain the individual service needs of the customer
- Represents company in public, customer and community relation activities. Attends customers luncheons, dinners, realty board meetings and company tours, makes speeches and presents prepared educational programs to customer and other interested groups
- Draws documents needed for the closing from real estate contracts and lender closing instructions. Estimates the amount of money required to close escrow and obtains buyers' and sellers' deposits
- Reviews preliminary title report to verify vesting and legal description. Compares exceptions shown in title report with buyers', sellers', and lenders' instructions for possible liens or encumbrances not authorized in escrow or lender instructions. Reconciles discrepancies between instructions and title report with title Closer and/or principals. Assists principals in obtaining releases of liens and other encumbrances
- Orders beneficiary statements or demands, loan interest, rents and other prorated items. Directs and may participate in the preparation of settlement sheets showing detailed breakdown of escrow, title, loan, brokers' commissions and other changes. Requests the issuance of title policies or other evidence of title
- Trains, assigns and reviews the work of one or more escrow technicians and/or secretaries
- Knows Rate Manual and quotes accurate fees
- Notarizes signatures,
- One year responsible Escrow Closer experience (or two years general escrow experience)
- Capable of processing standard sale, subdivision and loan only escrows without assistance
- Ability to communicate well
- Ability to resolve escrow problems
- Math skills
- Business writing skills
- Escrow education and/or certificate helpful
- College-level, trade association, or in-house escrow training helpful
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Escrow Closing Assistant Resume Examples & Samples
- Prepares or follows escrow instructions consistent with the requirements of the parties and obtains their approval. Estimates the amount of money required to close escrow and obtains buyers' and sellers' deposits
- Reviews preliminary title report or commitment to verify vesting and legal description
- Compares exceptions shown in title report or commitment with buyers', sellers' and lenders' instructions for possible liens or encumbrances not authorized in escrow or lender instructions
- Consults with Title Officer, Escrow Officer, lender and/or principals in reconciling discrepancies between instructions and title report or commitment, modifying escrow instructions or obtaining release of liens and other encumbrances as directed
- Orders beneficiary statements or demands, for insurance policies, deeds of trust, reconveyances and other documents. Prepares or directs the preparation of authorized documents, insuring proper execution and recording of same
- Prorates or directs the pro-ration of taxes, fire insurance, loan, brokers' commissions and other charges
- Requests the issuance of title policies or other evidence of title
- Escrow bookkeeping
- Works with title department to process orders
- Computer, e-mail, word processing knowledge and experience required
- Escrow experience required
- Real estate knowledge helpful
- Notary Public Commission helpful
88
Escrow Closing Assistant Resume Examples & Samples
- May interview escrow principals to obtain information for escrow instructions
- May assign and review the work of an Escrow Secretary
- Customer service skills
89
Escrow Ops Manager Resume Examples & Samples
- Supervises an escrow group or section comprised of escrow personnel and a clerical supporting staff in providing customers with escrow services
- May occasionally close complex and/or large premium escrows at customer request or when business conditions warrant his/her personal involvement
- Regularly reviews quality of work and may spot check complete escrow files to insure adherence to customer request as well as to company policies and procedures
- Assists customers by resolving complaints, expediting orders, explaining procedures, pricing schedules, etc
- May plan, develop and implement (subject to approval of superior) marketing programs to maximize escrow volume
- Regularly participates in business development and customer relations activities through trade association and civic meetings in the community
- Help support office with miscellaneous duties
- Other responsibilities as assigned by supervisor
- Recent relevant experience required
- Minimum of 5 years experience managing an escrow desk
- Prefer prior experience at the County or Divisional level within escrow operations management, including oversight of multiple escrow production locations
- Must have supervisory experience
- Able to prioritize tasks in a fast-paced and time sensitive environment
- Good communication skills needed
- Ability to travel regularly within Northern California with some overnight travel required
90
Escrow Team Lead Resume Examples & Samples
- Monitor all escrow vendors and activities of the escrow areas closely through review of various reports including open items, interaction with staff, etc. No supervisory responsibility
- Ensure open items database is working appropriately; issue accurate Dashboard/SLA reports in a timely manner; ensure actual metrics each month meet/exceed metric goals for the escrow area
- Provide direction/oversight of complex items related to escrow issues, research, and disbursements. Escalate unresolved issues to management in a timely manner and update/brief management of both resolved items and accomplishments as appropriate
- Contribute to the success of the tax area by regularly performing tax research and disbursement functions
- Provide training for all escrow dept staff; promote a mentoring and best practices concept within the area
- Provide direction/oversight of special projects assigned; provide regular status updates to management including project deadline that may not be met so management may re-assess
- Provide timely and constant follow-up on any and all escrow issues/problems that may have an adverse effect on the borrower, client, taxing authority, and/or tax service. This also applies to new processes (VERIFY WORKING AS PLANNED AND EFFECTIVE), open tax items including loans without tax service contracts, potential loss of discount, etc. Timely resolution is critical
- Monitor/track corporate advances for tax penalties or loss of discount; regularly keep management informed of items expensed or the potential for loss to enable implementation of corrective measures to eliminate/minimize loss
- Monitor open customer and client complaints related to the escrow area. Ensure that complaints are cleared and communicated to appropriate party with adequate documentation noted on servicing system
- Monitor status and timely resolution of delinquent tax notices for non-escrowed loans
- Assist in the ordering of tax service contracts with appropriate companies on a timely basis
- Keep well informed of taxing authority due dates including any changes or late release issues
- Monitor and track PMI rescissions and review weekly to reduce/eliminate risk to LoanCare
- Monitor status and timely resolution of any outstanding issues on the monthly FHA reconciliation reports
- Able to react to change productively and handle other essential tasks as assigned
- Knowledge of taxing authority due dates which include delinquent and loss of discount rates
- Possess the ability to successfully prioritize multi-functions and meet deadlines
- Inquisitive, problem-solver, analytical mind-set, organization skills and excellent follow-up skills are a must
- Possess good written and verbal communication skills while staying focused on the task at hand
- Ability to provide training, display/instill strong work ethic, and implement best practices
- Data Entry and 10 Key calculator skills are required
- Practical use with personal computer including excel, word, email, and internet research
- Responsive and open to change in processes and ability to take and provide clear direction
- Associates Degree recommended
- Possess 3 to 5 years experience in mortgage loan servicing (taxing authority, mortgage loan processing/closing, accounts payable, accounting clerk, or banking clerk experience or similar roles may be acceptable) or an equivalent combination of education and experience
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Escrow PMI Specialist Resume Examples & Samples
- Monthly payment and disbursement of PMI premiums due
- Perform daily/weekly/monthly reviews of all loans to ensure correct system data
- Perform monthly reconciliation reviews of all payments processed in the portfolio
- Review all loans at the time of boarding to validate that MSP information is correct
- Create and Process exception reports to ensure that payments are being made timely
- Review of monthly PMI Termination Reports to ensure that PMI is removed on all qualifying loans in accordance with established guidelines
- Process all requests from borrowers to have PMI terminated, by reviewing payment histories, age of loan and loan to value. Ability to read and comprehend appraisals as necessary
- Review loan documents for validation of PMI coverage, termination date and other key date elements
- Process reinstatements of PMI per established guidelines
- Loan level review and completion of all open tasks as it relates to PMI
- Must be familiar with each investor guidelines and processing systems
- Determine if PMI has been removed prematurely and take the necessary corrective steps
- Handle any customer complaints related to PMI via email and /or written correspondence. Document all findings in the system of record
- Update and maintain PMI rescissions/cancellations documents and work with internal and external clients to mitigate any risk involved
- Validate all PMI data in the system of record on incoming and outgoing servicing transfers
- Process all incoming mail related to PMI
- Weekly processing of validation reports to ensure that all PMI lines are set up correctly in the system of record to include the review of closing documents
- Associates Degree Preferred
- 3 to 5 years of experience in mortgage loan servicing (insurance company, escrow department, accounts payable, accounting clerk or similar role may be acceptable) or an equivalent combination of education and experience
- Capable problem solver with an analytical mind set and excellent organizational skills
- Possess good written and verbal communication skills. Positive attitude and a customer first focus
- Data entry and 10 key calculator skills required
- Practical and functional computer knowledge to include Excel, Word, Email and internet research
- Open and receptive to change and must have the ability to operate in a fast paced environment
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Escrow Closer Account Manager, Chicago Branch Resume Examples & Samples
- Review closing documents for accuracy
- Preparation of package to lender
- Responsible for ordering all items needed in connection for closing
- Prepare ALTA Settlement Statement/Closing Disclosure and required closing documents
- Send Funding Documents, complete disbursement and follow up on escrow transactions
- Maintain open communication with realtors, lenders, buyers and sellers as needed
- Interpret and execute lenders closing instructions
- Maintain open communication with team members and management
- Review daily reports to ensure completion of assigned team duties
- Ability to proficiently manage workload, pipeline and tasks in RamQuest software
- Conduct formal closing presentation with buyers, sellers and agents
- Identify key clients who can direct title business
- Utilize marketing materials showing organization structure and service value proposition
- Work with manager to meet monthly and annual sales goals
- Ability to manage and multitask daily workload
- Experience in Closing and Escrow of both Residential and Commercial preferred
- Proven work ethic, punctual & dependable; positive work references
- Skilled with Microsoft Office
- Ability to build rapport and be a team player
- Flexibility and adaptability to frequent change
- Concentrated attention to detail
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Escrow Unit Manager Resume Examples & Samples
- Monitor tax service contract vendors and activities of the tax area through various means
- Monitor outsourcing insurance vendor and activities of the hazard/flood areas through various means
- Monitor PMI/MIP areas through various means. Ensure portfolios and activities are reconciled monthly and coverage is removed timely (as required by regulations)
- Ensure policies and procedures are accurate, followed and updated annually
- Compile, trend and report performance and inventory data for the specified area of the Escrow Department
- Work with Escrow Manager, Supervisors and staff to compile data, exhibits and draft responses to escrow-related items included in Client and Regulatory audits
- Timely respond to or conduct additional internal audits as requested
- Participate, direct mapping decisions and test loans being transferred to and from LoanCare to ensure data integrity in the specified area of the Escrow Department
- Provide direction and oversight of complex items related to the department. Escalate issues and provide updates to management timely
- Provide direction and oversight of all projects assigned to the department. Provide management regular and timely updates including delays to project
- Provide timely and constant follow-up on issues or problems that may have an adverse effect or cost on LoanCare, borrower, client, and/or vendors. This also applies to new processes. Timely resolution is critical
- Ensures all system changes are completed according to metric standards and documented for quality control
- Keep informed on government regulations pertaining to loan servicing
- Monitor open customer and client complaints related to department activity. Ensure that complains are cleared and communicated to appropriate party with adequate documentation on servicing system
- Monitor status and timely resolution of delinquent tax notices for escrowed and non-escrowed loans
- Monitor and track root cause of all tax penalties as well as responsible party and collection of tax penalties
- Manage, train and mentor team of supervisors, team leads and staff
- Leadership and management skills with the ability to motivate, mentor, train, coach, evaluate performance, and lead a multi-functional staff in a fast-paced, dynamic environment
- Ability to work independently with minimal direction and to meet deadlines
- Ability to communicate effectively both in writing and orally with all levels of the organization and with external customers. Strong instructing and advising skills. Demonstrated ability to provide excellent customer service
- Ability to develop metrics and tracking tools at the direction of Escrow Manager and/or Senior Management
- Possess 4 to 8 years’ experience in mortgage loan servicing, with 2 plus years related escrow experience or an equivalent combination of education and experience
- 3-5 years of prior management or supervisory experience is required
94
Escrow Senior Associate Resume Examples & Samples
- Prefer 2 years prior experience in a mortgage insurance, or similar financial services,. 1 year for the specialist
- Strong analytical skills (Access & Excel) is a plus
- Quick to learn new processes/flexible
- Customer service focused
95
Escrow Associate Resume Examples & Samples
- Prefer 1 years prior experience in a mortgage insurance, or similar financial services,
- Knowledge of LSAMS and MI vendors websites is a plus
- Ability to multitask & work in a fast paced environment
- Maintains a professional image and demeanor
96
Escrow Associate Resume Examples & Samples
- Perform audit functions for tax, insurance or escrow analysis functions
- Review reports and make corrections to exceptions as identified
- Work with tax or insurance vendors to ensure processing accuracy
- Ensure that escrow analyses are completed timely and accurately…or…
- Ensure that real estate tax payments are made timely and accurately on behalf of our customers…or…
- Ensure that homeowner’s insurance payments are made timely and accurately on behalf of our customers...or…
- Ensure that hazard claims proceeds are disbursed to our customers in compliance with investor guidelines
- Operating efficiently within the NSM Operating system a key requirement of the Escrow functions
- Collaborate with team members on reasons for exceptions and ensuring that exceptions are resolved
- Provide oversight for functions that vendors perform
- Complete or assist in the completion of all audit tasks for internal processes or vendor managed processes
97
Escrow Processing Clerk Resume Examples & Samples
- Various escrow duties include paying the taxes and insurance for loans with escrow
- Prepare daily G/L tickets for balancing
- Process escrow analysis annually
- Assist customers with questions concerning their loan with escrow
- Backup supervisor as needed
- Backup the Insurance Department
- Strong mathematics, accounting and balancing skills
- Computer skills to include Microsoft Word and Excel
- Ability to operate various office equipment such as calculator, typewriter and other office equipment
- Ability to deal tactfully and effective with customers
- General knowledge of loan documentation is preferred
- General knowledge of bank policies and procedures regarding lending functions is preferred
- General knowledge of federal and banking regulations involving loan operations is preferred
98
Flood, Hazard & Escrow Manager Resume Examples & Samples
- Manage team responsible for all in house Flood processes including origination approvals, life of loan monitoring and force placement activities in coordination with an in house vendor on multiple portfolios
- Manage team responsible for tax monitoring and disbursement activities on multiple portfolios
- Manage team responsible for opening, closing and monitoring of escrow accounts for Consumer & Residential Mortgage
- Prepare for and execute multiple and/or simultaneous internal and regulatory audits
- Create, implement and monitor related risk controls
- Create management and executive level reporting
- Communicate with vendor, internal and external clients
- Lead process and efficiency improvements related to streamline escrow services
- Work with business partners to analyze and devise strategies to improve customer experience, reduce cycle time, improve accuracy, and expand customer self-help capabilities
- Select, develop and lead skilled and motivated servicing professionals and leaders needed for a strong, reliable infrastructure to support Key’s Consumer banking teams across the country
- Accountable for achievement of all productivity, quality and Service Level goals by team members
- Responsible for ensuring superior client servicing throughout the life of each loan. This activity involves direct client and business partner contact to respond to the needs and requests of our customers. Responsible for monitoring and tracking of service activities ensuring root cause analysis and appropriate internal feedback is occurring
- Serve as a role model by consistently demonstrating desired leadership behaviors
- Coach and develop teams to recognize and take advantage of opportunities to improve operational efficiency, reduce overhead and/or minimize turnover
- Communicate KeyCorp, KT&O and LS goals, policies, priorities and procedures to team members in a clear and positive manner
- View all activities performed within the team with a clear understanding of possible risk. Actively seek ways to mitigate that risk by putting proper and sustainable controls in place. Ensure that all activities are compliant with various laws and regulations governing consumer loan servicing and credit inquiry functions
- Implement new policies and procedures, ensuring that timely and appropriate training has occurred
- Work closely with Department Manager peers cross-site to identify service exceptions and address them holistically with all Associates in the cross-site team
- Accountable for budgeting and forecasting for area of responsibility
- Assume business leader role in certain technology or process projects that affect process area
- 2-5 years of leadership experience, preferably in loan servicing, operations management or equivalent field
- Operations management skills
- Escrow management experience
- Flood compliance experience
- Hazard Insurance processing
- Loan origination/servicing experience desired
- Working knowledge of loan accounting and loan systems
- Knowledge of industry trends and practices
- Lean Six Sigma or equivalent problem solving skills
99
Manager Escrow Resume Examples & Samples
- Research and resolve escrow matters received via phone call, email or task that relate to real estate tax, hazard and/or flood insurance, optional insurance, escrow analysis and HOA’s
- Responsible for completing loan level audits, controls and incoming tasks
- Provides support to internal business partners, vendors and off-shore employees
- Administers quality control for vendors and off-shore employees
- Demonstrates the ability to perform analysis, trend and effectively report data
- Perform testing and verification of data as it relates to IT or Compliance related projects
- Performs root cause analysis on various projects and/or processes within the department and provides process improvement solutions
- Compose new and/or update existing policies, procedures and standards
- Performs acquisition testing to validate data, identify gaps/illogical errors, request updates to data fields, and providing post board review/QC
- Facilitates and administers vendor access requests to company systems, including adding new users, deleting obsolete users, as well as managing new vendor profiles
- Graduation from a 4-year college or university with major course work in a discipline related to the requirements of the position is preferred. Will consider the equivalent combination of job experience & education that demonstrates the ability to perform the essential functions of this job
- Advanced/Proficient knowledge of MS Office
- Knowledge RESPA, mortgage banking practices and mortgage servicing
- LSAMS experience preferred
- Minimum 2 years Loan Servicing, in Escrow Administration within Mortgage or Financial Services
- Candidates on occasion must be able to work a flexible schedule that may include some evening and weekend hours
100
Escrow / Accounting Clerk Resume Examples & Samples
- Responsibilities will include
- Reviews branch escrow submissions
- Creates and edits spreadsheets
- Assist with specialized research projects
- Reconcile individual accounts, as well as verify documents for accuracy
101
Closer, Hq-liberty Title & Escrow Resume Examples & Samples
- High School Diploma or equivalent
- Previous Closer Experience preferred
- Working knowledge of real estate titles and closing
- Proven work ethic, punctual & dependable; positive work references
- Excellent written and oral communication skills
- Ability to build rapport and be a team player
- Flexibility and adaptability to frequent change
- Strong customer service skills
- Proficiency with personal computers
- Concentrated attention to detail
102
Escrow Accounting Analyst Resume Examples & Samples
- Post and transfer incoming wire transactions
- Review and approve outgoing wire transfers
- Post deposits to closing order ledgers
- Balance and scan daily deposits
- Process positive pay exception items
- Process recording invoice payments
- Reconcile all daily transactions and research discrepancies
- Work with internal clients and bank representatives to resolve issues
- Reconcile monthly bank statements
- Report unclaimed funds to all states
- Assist in providing documentation for audits
103
FTG Escrow Closer Resume Examples & Samples
- Ability to attract and maintain a base of customers
- Title License preferred
- Notary Public Commission mandatory
104
Escrow Team Lead Resume Examples & Samples
- Responsible for performance management, leadership, and training of team members
- Possesses a basic understanding of the insurance industry
- Able to assist with all aspects of the service for Willis Clients
- Able to assist with the implementation of new clients
- Able to assist with the maintenance of client files and administrative documentation
- Document client conversations and meeting notes
- Able to assist in providing information and answers client questions relative to administering insurance accounts under supervision
- Support business development by maintaining team and proposal information such as bios, example presentations, etc
- Implement and maintain various Willis tools
- Requires supervision and guidance
- Receives direct instruction
- Work requires review of output by supervisor and/or direct “customers” of the process
- Non client facing
- Supports the client service teams
- Ability to work on team
- Effectively communicate in verbal and written formats
- Competency in Microsoft Word, Excel and PowerPoint
- License not required
- Prior insurance industry experience preferred
- Proficient in Microsoft Excel, Word, PowerPoint and Outlook
- Ability to prioritize tasks and meet project deadlines
- Effective Communication skills in a team setting
105
Escrow Closing Assistant Resume Examples & Samples
- High School Diploma or equivalent certification
- 2+ years of specific experience in the title or mortgage industry preferred. May substitute experience in government office or other state/federal regulated environments
- Prior experience with SoftPro preferred but not required
- Familiarity with current Texas Title Insurance rules and regulations promulgated by the Texas Department of Insurance is preferred but not required
- Capable of working in a production center environment as a part of a team in high demand with strong attention to detail required
- Candidates must be able to multi-task while maintaining an upbeat and professional demeanor in a fast paced environment. Candidates must also be dependable and flexible to working overtime when needed
106
Escrow Analyst Resume Examples & Samples
- Effectively and efficiently audit and review escrow accounts, make necessary adjustments
- Establishes, maintains and monitors escrow accounts for approximate disbursement of expenses
- Responds to customers inquires through written and/or verbal communication
- Accurately perform servicing duties by adhering to regulatory and VHDA guidelines
107
Escrow Servicing Specialist Resume Examples & Samples
- Ensure the accurate and timely payment of all escrowed items, including: real estate taxes, homeowners/flood insurance, private mortgage insurance and condo fees
- Ensure the accurate and timely completion of scheduled escrow account analysis in accordance with bank, state and federal regulation and investor requirements
- Monitor customer service requests and system exception reports, research and resolve issues
- Ensure the accuracy and timeliness of hazard and flood insurance information with our third party insurance tracker in accordance with bank procedures and state and federal regulations
- Ensure the proper monitoring and handling of delinquent real estate taxes
- Respond to inquiries from internal and external customers related to escrow items
- Maintain all related written procedures in accordance with established bank standards and regulations
- Work with escrow related vendors as needed
- Assist with internal and external audits as they relate to escrow
- Assist with quarterly compliance review as it relates to escrow
- Assist with onboarding loans acquired via mergers/acquisitions as they relate to taxes, hazard and flood insurance
- Keep well informed of revisions and additions to state and federal regulations, investor servicing requirements and Bank policy
- Assist management on special projects and perform other servicing related duties as assigned
- Minimum of two years’ experience in real estate tax and insurance escrow processing
- Comprehensive knowledge of the Horizon Loan System or similar servicing application
- Comprehensive knowledge of the state and federal regulations as related to flood insurance and escrow related items
- Ability to work independently in a multi-tasking environment while meeting critical deadlines
- Computer literacy with proficiency in MS Office applications
- Strong interpersonal communication with a focus on providing excellent customer service
- Must have excellent organizational skills; be detail-oriented, accurate and self-motivated