Hybrid Real Estate Tax & Escrow Analyst

National-Cooperative-Bank; Arlington (VA); Hybrid; USD 45,000 - 83,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

National Cooperative Bank, N.A. is seeking a liaison specialist to manage real estate tax and escrow records, interface with our tax service vendor, and ensure accurate setup and payment of insurance premiums for escrow loans.

The role involves processing weekly tax reports, mortgage review for new loans, escrow analyses, and timely responses to borrower inquiries. Hybrid work with onsite 2 days weekly.

Qualifications

• Excellent organizational and analytical skills.
• Proficient written and verbal communication skills.
• Ability to work independently but recognize when input is required.
• Proficient in Word, Excel, and Strategy loan servicing system; familiar with Back Shop, Strategy Web Portal and CoreLogic TaxQ.

Responsibilities

• Serve as liaison between Asset Administration Team, departments, and customers on real estate tax and escrow accounts.
• Import weekly Tax Amount Reports (TARS) into Strategy and determine bills within 24 hours.
• Review mortgage details for new loans to ensure correct tax/insurance setup.
• Run escrow analyses and maintain Next Escrow Analysis Date for accuracy.
• Respond to borrower questions using Tax and Insurance Research ORRMANs.
• Identify loans for setup in Strategy based on McCracken New Loan/Payoff reports.
• Monitor tax delinquencies for non-escrow loans in NY boroughs and update records.
• Assist auditors with information requests.
• Import CoreLogic Tax Verification Reports (TPV) into Strategy and update delinquencies within 24 hours.
• Enter and disburse insurance renewal bills in Strategy Escrow Module and remit payment via UPS.
• Submit new loans to CoreLogic for setup within 25 days of boarding to Strategy servicing.
• Submit tickets to archive paid tax records and non-refinanced loans within 25 days of payoff.
• Generate monthly Strategy Insurance Expiration Report with a 30-day lookback and forward range.
• Coordinate with Insurance Compliance for renewal invoices.

Skills

Organizational skills

Analytical skills

Communication skills

Education

High school degree or GED

Tools

Microsoft Word

Excel

Strategy loan servicing system

Back Shop

Strategy Web Portal

CoreLogic TaxQ

Job description

National Cooperative Bank, N.A. is seeking a liaison specialist to manage real estate tax and escrow records, interface with our tax service vendor, and ensure accurate setup and payment of insurance premiums for escrow loans.

The role involves processing weekly tax reports, mortgage review for new loans, escrow analyses, and timely responses to borrower inquiries. Hybrid work with onsite 2 days weekly.