Escrow Associate

Primary Residential Mortgage; Centennial Park (AZ); On-site; USD 48,000 - 60,000; Full time

Job summary

Primary Residential Mortgage seeks a detail-oriented Level 2 operations professional to manage outbound calls for billings and respond to customer inquiries about taxes, mortgage insurance, and escrow issues. You will research delinquent ticklers and coordinate with tax vendors to ensure accurate, timely handling of tax accounts.

Responsibilities include monitoring tax contracts, reconciling audits, and liaising with escrow teams.

Qualifications

• Customer service orientation and strong interpersonal skills.
• Excellent organizational and time-management abilities.
• Clear written and verbal communication skills.
• Proficiency with Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Makes outbound calls to borrowers, taxing authorities, PMI companies, and vendors requesting billings for accounts presented on the tickler.
• Assists with customer inquiries regarding taxes, mortgage insurance, 203K wires, payments, and refunds.
• Researches all delinquent tax, MIP, PMI, and special assessment ticklers.
• Monitors tax vendor, sends legal descriptions when necessary, and researches duplicate tax contracts.
• Monitors non-escrowed accounts to ensure timely payments of escrows by the customer.
• Reconciles tax audit reports.
• Monitors tickler report daily, corresponding call schedules with escrow associates.
• Calls tax agencies for billings, researches issues, and modifies tax accounts according to bills received.

Skills

Customer service skills

Organization skills

Written and verbal skills

Microsoft Office

Tools

Microsoft Office

Job description

Level 2

• Makes outbound calls to borrowers, taxing authorities, PMI companies, and vendors requesting billings for accounts presented on the tickler
• Assists with customer inquiries regarding taxes, mortgage insurance, 203K wires, payments, and refunds
• Researches all delinquent tax, MIP, PMI, and special assessment ticklers
• Monitors tax vendor, sends legal descriptions when necessary, and researches duplicate tax contracts
• Monitors non-escrowed accounts to ensure timely payments of escrows by the customer
• Reconciles tax audit reports
• Monitors tickler report daily, corresponding call schedules with escrow associates
• Calls tax agencies for billings, researches issues, and modifies tax accounts according to bills received

Qualifications

• Mortgage related experience preferred
• Organization skills
• Customer service skills
• Written and verbal skills
• Knowledge of Microsoft Office applications

Company Conformance Statement

In the performance of assigned tasks and duties all employees are expected to conform to the following:

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
• Ensure every action and decision is aligned with PRMI values.
• Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.

Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.