Escrow Operations Specialist

Primary Residential Mortgage

Centennial Park (AZ)

On-site

USD 48,000 - 72,000

Full time

12 days ago
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Job summary

Primary Residential Mortgage is seeking a detail-oriented Escrow/Tax Specialist to support mortgage accounts. The role handles outbound communications, tax and escrow inquiries, and reconciliation tasks across ticklers, disclosures, and vendor interactions.

You will coordinate with FHA/PMI providers, set up 203K accounts, issue wires, prepare reports, and maintain accurate records in Mortgage Builder and Excel. Strong organizational and communication skills are essential.

Qualifications

  • Mortgage related experience preferred.
  • Strong organization, customer service, and communication skills.
  • Proficiency with Microsoft Office applications.

Responsibilities

  • Make outbound calls to borrowers, tax authorities, PMI companies, and vendors to request billings for accounts in ticklers.
  • Assist with customer inquiries regarding taxes, mortgage insurance, 203K wires, payments, and refunds.
  • Research delinquent tax, MIP, PMI, and special assessment ticklers.
  • Monitor tax vendors, send legal descriptions when necessary, and research duplicate tax contracts.
  • Ensure timely escrow payments by monitoring non-escrowed accounts and reconciling escrow activity.
  • Reconcile tax audit reports and monitor tickler daily schedules with escrow teams.
  • Communicate with tax agencies to resolve issues and adjust tax accounts as bills are received.
  • Research FHA balancing issues, PMI cancellations, and 203K processes; create timelines for closeouts.

Skills

Mortgage experience
Organization skills
Customer service
Written communication
MS Office

Job description

Primary Residential Mortgage is seeking a detail-oriented Escrow/Tax Specialist to support mortgage accounts. The role handles outbound communications, tax and escrow inquiries, and reconciliation tasks across ticklers, disclosures, and vendor interactions.

You will coordinate with FHA/PMI providers, set up 203K accounts, issue wires, prepare reports, and maintain accurate records in Mortgage Builder and Excel. Strong organizational and communication skills are essential.

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