Mortgage Escrow Coordinator: Data-Driven Process Optimizer

Express Employment Professionals - Cincinnati East; Ocala (FL); Remote; USD 38,000 - 52,000; Full time

Job summary

Express Employment Professionals - Cincinnati East in Ocala, FL seeks an Escrow Coordinator to support escrow operations including taxes, insurance, and mortgage servicing. The role requires analytical, detail-oriented, and tech-savvy candidates to improve processes and maintain accurate escrow information.

The position emphasizes data analysis, vendor coordination, system testing, and automation initiatives, with a Monday–Friday schedule and full-time employment.

Qualifications

• Associate's or bachelor's degree preferred in Business, Finance, Accounting, Mortgage Banking, Data Analytics, Information Systems, or related field.
• 2+ years of experience in mortgage servicing, escrow, insurance, tax servicing, mortgage insurance, operations, QA, or related field preferred.
• Working knowledge of mortgage servicing escrow functions and regulations preferred.
• Advanced Excel skills (formulas, pivot tables, lookups, filtering, reconciliation, data analysis).
• Power BI, SQL, reporting or analytical tool experience is a plus.
• Experience with UAT, system implementations, automation, workflow improvements, or technology projects is a plus.
• Familiarity with AI, RPA, OCR, or process automation technologies preferred.
• Strong communication, organizational and project management skills.
• Mortgage servicing, escrow, vendor management or financial services experience preferred.

Responsibilities

• Support escrow administration including taxes, insurance, escrow analyses, shortages, surpluses and deficiencies.
• Analyze escrow data, balances, disbursements, payment activity, and servicing system information.
• Research complex escrow issues, identify root causes and recommend solutions.
• Monitor operational trends, aging reports, and performance metrics.
• Partner with internal departments and vendors to resolve escrow-related issues.
• Validate servicing system data and ensure accurate escrow information.
• Assist with escrow analysis, quality assurance, reconciliations and controls.
• Participate in system testing, implementations and automation initiatives.
• Support the use of AI, RPA, OCR, and workflow automation to improve efficiency.
• Develop reports and analytics to identify trends, vendor performance, and opportunities.
• Assist with vendor monitoring, SLAs, quality metrics, and turnaround times.
• Support audits, investor reviews, regulatory examinations and QC activities.
• Help develop procedures, workflows, and job aids.

Skills

Excel advanced

Power BI

SQL

Analytical skills

Project management

Communication

Education

Associate's or Bachelor's degree

Tools

FICS Mortgage Servicer

MSP

Job description

Express Employment Professionals - Cincinnati East in Ocala, FL seeks an Escrow Coordinator to support escrow operations including taxes, insurance, and mortgage servicing. The role requires analytical, detail-oriented, and tech-savvy candidates to improve processes and maintain accurate escrow information.

The position emphasizes data analysis, vendor coordination, system testing, and automation initiatives, with a Monday–Friday schedule and full-time employment.