Escrow & Tax Specialist — Multifamily Loan Servicing

JPMorganChase; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in Plano, TX is seeking a Loan Servicing Escrow Associate to protect collateral value and lien priority through tax, escrow, and insurance administration across a multifamily portfolio. You will manage exceptions, coordinate with borrowers and vendors, and ensure processes meet investor requirements and audit standards.

The role emphasizes accuracy, relationship-building with borrowers, and the ability to handle multiple priorities in a fast-paced environment within a leading

Qualifications

• Minimum 3 years of relevant experience in Multifamily Loan Servicing, Insurance compliance, Escrow Administration, and Tax servicing.
• Strong attention to detail and accuracy.
• Commitment to building relationships and delivering a best-in-class borrower experience.
• Ability to multitask and manage competing deadlines with minimal supervision.

Responsibilities

• Partner closely with third-party tax service vendors to ensure timely tax disbursements.
• Serve as primary owner for all tax-related exceptions, including delinquent taxes, disputed assessments, missing tax bills, incorrect parcel information, tax liens, payment rejections, and vendor-reported alerts.
• Investigate and resolve complex tax issues by coordinating with borrowers, taxing authorities, vendors, Asset Management, and internal servicing teams.
• Serve as the primary owner and subject matter expert for all escrow analysis exceptions, research items, and borrower inquiries related to tax and insurance escrow accounts.
• Perform manual escrow analyses when automated processes identify discrepancies, exceptions, shortages, surpluses, data integrity concerns, or complex servicing situations requiring additional review.
• Research and resolve escrow analysis variances by coordinating with borrowers, servicing teams, tax and insurance vendors, Asset Managers, and other internal stakeholders.
• Support ongoing insurance compliance reviews by collecting and organizing renewal documentation, confirming required items are received, and routing materials for review in accordance with established procedures.
• Review and reconcile insurance vendor findings, track open exceptions, coordinate follow-up with borrowers, insurance agents, vendors, and internal stakeholders, and elevate unresolved or higher-risk items as appropriate.
• Assist with the operational administration of insurance collections and invoicing, including monitoring document requests, maintaining status records, validating supporting documentation, and coordinating timely processing and resolution of discrepancies.

Skills

Detail oriented

Relationship building

Multitasking

Excel

Tools

McCracken Strategy

Job description

JPMorganChase in Plano, TX is seeking a Loan Servicing Escrow Associate to protect collateral value and lien priority through tax, escrow, and insurance administration across a multifamily portfolio. You will manage exceptions, coordinate with borrowers and vendors, and ensure processes meet investor requirements and audit standards.

The role emphasizes accuracy, relationship-building with borrowers, and the ability to handle multiple priorities in a fast-paced environment within a leading