Loan Escrow & Insurance Specialist I

Heartland Bank and Trust Company; Springfield (IL); Vor Ort; USD 42.000 - 58.000; Vollzeit

Zusammenfassung

Heartland Bank and Trust Company in Springfield, IL is seeking an Escrow/Insurance Specialist I to support loan escrow and insurance tracking. You will learn all aspects of insurance tracking and basic escrow accounts while following established policies and procedures.

You will enter and maintain escrow records, process payments, monitor tax and insurance status, scan documents, and assist customers. The role emphasizes accuracy, compliance, and cross-functional collaboration within Loan

Qualifikationen

• Associate's Degree and minimum 2 years retail banking preferred or equivalent combination of education and experience.
• Minimum 2 years loan servicing preferred or equivalent combination of education and experience.

Aufgaben

• Input and maintain escrow records for all loan types in the Bank's core system.
• Process additional escrow payments including tax/insurance refunds and shortage payments.
• Track tax and insurance status on escrow and non-escrow loans secured by real estate.
• Scan and upload insurance mail to electronic file and insurance tracking vendor.
• Answer incoming customer calls with enthusiasm and professionalism.
• Communicate questions about documents or loan data to Escrow/Insurance Lead, Supervisor, or Loan Servicing Manager.
• Upload loan documentation to electronic file.
• Adhere to Bank policies and procedures as well as industry regulations.
• Monitor Insurance/Loss Settlement tickets on Znuny.
• Work with customers and their contractors on insurance claims.
• Perform other duties as assigned by the Escrow/Insurance Supervisor, Loan Servicing Manager, or Loan Operations Manager.
• Assist other co-workers and cross-train in other areas as needed.

Ausbildung

Associate's Degree

2 years retail banking or loan servicing experience

Jobbeschreibung

Heartland Bank and Trust Company in Springfield, IL is seeking an Escrow/Insurance Specialist I to support loan escrow and insurance tracking. You will learn all aspects of insurance tracking and basic escrow accounts while following established policies and procedures.

You will enter and maintain escrow records, process payments, monitor tax and insurance status, scan documents, and assist customers. The role emphasizes accuracy, compliance, and cross-functional collaboration within Loan