Hybrid Mortgage Tax & Insurance Specialist

Clinton Savings Bank; Clinton (MA); Hybrid; USD 48,000 - 67,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Clinton Savings Bank is seeking a Tax and Insurance Specialist for a hybrid role in Clinton, MA. You will manage real estate taxes, hazard and flood insurance, PMI, and force-placed coverage to protect the bank’s collateral on mortgage portfolios.

The role requires an Associate degree and 2–5 years related experience, with duties spanning escrow administration, regulatory compliance, and customer liaison activities.

Qualifications

• Associate degree in Business, Finance, Accounting, Banking, or related field preferred.
• Minimum 2-5 years of experience in mortgage servicing, loan operations, escrow administration, tax servicing, insurance administration, PMI, or collateral management.
• Knowledge of real estate taxes, hazard insurance, flood insurance, PMI, and force-placed insurance requirements.

Responsibilities

• Monitor real estate tax records and ensure timely payments.
• Review insurance policies and verify coverage details.
• Monitor flood insurance coverage and renewal dates.
• Oversee PMI administration and termination processes.
• Manage escrow accounts and analyze escrow activity.
• Ensure regulatory compliance and assist audits.
• Respond to borrower inquiries regarding taxes and insurance.

Skills

Real estate tax knowledge

Hazard insurance

Flood insurance

PMI

Escrow administration

Compliance awareness

Analytical skills

Customer service

MS Office

Loan servicing systems

Education

Associate degree in Business, Finance, Accounting, Banking, or related field

Tools

Microsoft Office

Loan servicing systems

Job description

Clinton Savings Bank is seeking a Tax and Insurance Specialist for a hybrid role in Clinton, MA. You will manage real estate taxes, hazard and flood insurance, PMI, and force-placed coverage to protect the bank’s collateral on mortgage portfolios.

The role requires an Associate degree and 2–5 years related experience, with duties spanning escrow administration, regulatory compliance, and customer liaison activities.