Escrow Tax Specialist II

Job Summary

Directly responsible for all data integrity as it relates to the conversion of escrow related data from prior servicers. This position will work on the tax team focusing on tax servicing, tax payment and tax tracking, along with tax vendor oversight and reporting, among other duties.

Essential Functions

• Perform Quality Assurance on Mortgage Insurance and validate MSP set up.
• Confirm prior servicer has transferred flood certificates to the business.
• Transfer any missing flood certificates not transferred from prior servicer to the company.
• Validate Tax Line Set up.
• Validate Hazard payee conversion and force place insurance dates.
• Validate escrow buckets for taxes, insurance.
• Perform data validation on property mismatches, payment inconsistencies.
• Ensure Escrow Analysis is performed within 60 days of transfer, and annually to ensure compliance.
• Designs reporting to ensure Data Integrity from prior servicer to the business for payment, escrow coding, missing tax, hazard, mortgage, or flood information/lines.
• Ability to establish liaison relationships with prior servicer contacts for clarification of data and securing documentation to support conclusions.
• Establish Tax Service within 2 business days of conversion.
• Ensure all restricted escrow information is provided to the Loss Draft Analyst within 7 business day s of conversion.
• Works closely with Business Intelligence to ensure the timely and accurate conversion of Escrow Related Data.
• Provide recommendations to the New Loan Boarding Team and Business Intelligence to improve conversion routines.
• Resolves New Loan boarding issues/complaints.

Education and/or Experience

Impute Escrow related data. i.e., payment due dates, mortgage insurance, escrows, and tax processes. High School Diploma (GED) required

Knowledge, Skills and Competencies

• Must be proficient in MS Office Suite and Excel
• A willful desire to understand the “bigger picture” – wants to learn MORE
• Problem solving capabilities.
• Great attention to detail.
• Ability to work in a fast-paced, often-changing environment.
• Organized with excellent time management skills with emphasis on multiple deadlines.
• Computer Skills – Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance.
• Dependability – Meets deadlines, works independently, accountable, maintains focus, punctual, good attendance record.
• Productivity – Manages workload, works efficiently, meets goals and objectives.
• Quality – Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services.

Physical Requirements

While performing the duties of this job, the employee is occasionally required to stand; walk; sit for extended periods of time; reach with hands and arms; bend and perform manual tasks.

The employee will be required to communicate verbally and by phone.

Visual acuity is required including color, depth perception, and field of vision.

The employee must occasionally lift and/or move up to 15 pounds.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.