Hybrid Tax & Insurance Manager, Real Estate Lending

Anchor Loans; Thousand Oaks (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health insurance

Generous vacation benefits

401(k) retirement program with employer match

Tuition reimbursement

Onsite gym

Job summary

A leading financial services firm in Thousand Oaks seeks a Tax & Insurance Manager to ensure compliance and accurate management of real estate taxes and insurance for their loan portfolio. This hybrid position requires a strong background in loan servicing, with responsibilities spanning tax administration, vendor management, and exception handling. The ideal candidate will have over 7 years of relevant experience, exceptional attention to detail, and the ability to thrive in a fast-paced environment.

Qualifications

• 7+ years of experience in loan servicing, tax, insurance, and escrow administration.
• Working knowledge of property tax processes and insurance requirements.
• Experience with third-party tax and insurance vendors is required.

Responsibilities

• Monitor and manage property tax obligations across the servicing portfolio.
• Ensure compliance with insurance requirements and manage force-placed insurance.
• Act as a liaison between internal teams and third-party vendors.

Skills

Loan servicing

Tax administration

Insurance compliance

Vendor management

Attention to detail

Education

7+ years of relevant industry experience

Tools

Precision LM

Job description

A leading financial services firm in Thousand Oaks seeks a Tax & Insurance Manager to ensure compliance and accurate management of real estate taxes and insurance for their loan portfolio. This hybrid position requires a strong background in loan servicing, with responsibilities spanning tax administration, vendor management, and exception handling. The ideal candidate will have over 7 years of relevant experience, exceptional attention to detail, and the ability to thrive in a fast-paced environment.