Escrow & Insurance Associate I

Heartland Bank and Trust Company; Jacksonville (IL); On-site; USD 42,000 - 65,000; Full time

Job summary

Heartland Bank and Trust Company in Illinois is seeking an Escrow/Insurance Specialist I to support loan escrow and insurance tracking. You will learn all aspects of insurance tracking and begin with a basic knowledge of loan escrow accounts.

This role emphasizes accuracy, customer focus, and following established procedures. The position reports to the department supervisor and offers opportunities to cross-train across related areas while maintaining policy compliance and strong service

Qualifications

• Associate's Degree and minimum 2 years retail banking preferred or equivalent combination of education and experience.
• Minimum 2 years loan servicing preferred or equivalent combination of education and experience.

Responsibilities

• Input data entry and maintenance of escrow records on all loan types on the Bank's core system.
• Process additional payments to escrow including but not limited to tax/insurance refunds and shortage payments.
• Track tax and insurance status on escrow and non-escrow loans that are secured by real estate.
• Scan and upload insurance mail received daily to electronic file and insurance tracking vendor.
• Answer incoming customer calls with enthusiasm and professionalism.
• Communicate questions about documents or loan data to Escrow/Insurance Lead, Escrow/Insurance Supervisor, or Loan Servicing Manager.
• Upload loan documentation to electronic file.
• Adhere to Bank policies and procedures as well as industry regulations.
• Monitor Insurance/Loss Settlement tickets on Znuny.
• Work with customer and their contractors on their insurance claims.
• Perform other duties as assigned by the Escrow/Insurance Supervisor, Loan Servicing Manager, or Loan Operations Manager.
• Assist other co-workers and willingly cross-train in other areas as needed.

Skills

Data entry

Customer service

Loan servicing

Insurance tracking

Communication

Education

Associate's Degree

Minimum 2 years retail banking preferred

Tools

Znuny

Job description

Heartland Bank and Trust Company in Illinois is seeking an Escrow/Insurance Specialist I to support loan escrow and insurance tracking. You will learn all aspects of insurance tracking and begin with a basic knowledge of loan escrow accounts.

This role emphasizes accuracy, customer focus, and following established procedures. The position reports to the department supervisor and offers opportunities to cross-train across related areas while maintaining policy compliance and strong service