Escrow Specialist

Allied Solutions, LLC; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

100% company-paid life and disability

401k options with company match

Three weeks PTO

Job summary

Allied Solutions, LLC seeks a Mortgage Escrow Specialist to verify insurance documents, review loan history, and ensure compliance across escrow products.

You will communicate with insurance agents and lenders to verify coverage, analyze premiums, and update loan history. Strong attention to detail and multitasking are essential in this role with opportunities for growth.

Qualifications

• High School Diploma required.
• 1-2 years of related work experience required.
• Extensive knowledge in Mortgage Escrow.
• Clear, concise oral communication; accurate written materials.

Responsibilities

• Verify and research mortgage escrow documents to ensure accuracy.
• Review loan history and determine actions needed for renewal premiums.
• Communicate with insurers, lenders, and agents to verify coverage.
• Assist with training and special projects; escalate system issues as needed.
• Maintain compliance and accurate remittance to prevent delays.

Skills

Mortgage Escrow

Verifications

Research

Multitasking

Communication

Attention to detail

Data entry

Teamwork

Education

High School Diploma

Job description

Job Duties and Responsibilities

• Verifications/Research – 70% Read and understand insurance documents for real estate (flood, commercial, and condos) in loan history, to perform the correct task that is needed for that loan while following lender particulars and maintaining compliance regulations).
• Review loan history and research what actions are needed to effectively obtain key renewal premiums.
• Analyze loan level files and policies and procedures on behalf of Allied and our clients.
• Review and analyze servicing reporting for escrow advances, lender placed insurance, and fee research.
• Accurately verify, key, and/or memo insurance information in relation to all escrow product/coverage types (windstorm, hazard, wind, etc.).
• Ensure remittance accuracy to prevent payment delays or rejections.
• Update loan history based on research and documentation received (either written or verbal).
• Report learning opportunities to upper management.
• Conduct mortgage outbound calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage.
• Conduct web inquires to insurance companies to verify insurance and process the escrow work queue images with accuracy while meeting or exceeding department benchmark.
• Communicate errors or additional verification needed to lender point of contact in order to key premium.
• Workload Support – 20% Escalate system related issues to leadership.
• Assist supervisor with special projects.
• Answer questions, correct errors, and resolve discrepancies.
• Performs other duties as assigned.
• Professional Development – 10% Provide guidance to employees in the organization.
• Utilizing AHA platform, identify, address and communicate gaps in processes and procedures to improve efficiency and effectiveness.
• Assist with training new team members.

Qualifications (Education, Experience, Certifications & KSA)

• High School Diploma required.
• 1-2 years of directly related work experience required.
• Ability to meet the department goal of achieving standard department success rates.
• Ability to be able to multitask to assist the department in meeting our department SLA’s . Receive meet standards or above on monthly audits.
• Must have extensive knowledge in Mortgage Escrow.
• Use of clear, concise, and effective oral communication; accurately composes written materials as required by the position.
• Handle confidential information in a responsible manner.
• Ability to convey thoughts in a focused and concrete manner.
• Ability to identify, analyze, and resolve problems.
• Adaptable to change and has the ability to make independent decisions.
• Ability to prioritize and has strong organization workflow skills.
• Ability to meet service level expectations.
• Ability to multi-task, to maximize efficiency and follow through to completion.
• Data entry and keyboard knowledge.
• Ability to work independently and within a team environment to complete work assignments and meet department goals.
• Professional interaction with employees, peers and customers required.
• Ability to receive and provide feedback with a respectful approach.
• Ability to present ideas and input to assist in workflow improvements.
• Ability to remain composed and effective under pressure.

Benefits

• medical, dental and vision insurance coverage
• 100% company-paid life and disability coverage
• 401k options with company match
• three weeks PTO by the end of the first year
• and much more.

Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Allied Solutions uses technology-enabled products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions across North America. Headquartered in Carmel, Indiana, Allied Solutions maintains several offices across the country and is a wholly owned and independently operated subsidiary of Securian Financial Group. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Allied Solutions uses technology-enabled products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions across North America.

Our success is driven by our people and guided by our Blue Culture values: Innovation, Mindfulness, Passion, Achievement, Community and Teamwork. We are committed to fostering a collaborative and respectful workplace where new ideas are encouraged, accomplishments are celebrated, and every team member is empowered to make a meaningful impact.

Whether serving our clients, supporting our communities or working together to solve complex challenges, we strive to create an environment where employees can thrive and build rewarding careers.

Allied Solutions’ commitment to its employees, clients and communities has earned national and industry recognition, including being named one of Newsweek’s America’s Greatest Places in Financial Services in 2026, receiving BenchmarkPortal’s Center of Excellence designation in 2025 and earning the United Way of Central Indiana’s Spirit United Award in 2022.

Allied Solutions roles are listed with Job Category beginning with ALD.