Multifamily Loan Escrow & Tax Specialist

JPMorgan Chase; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Loan Servicing Escrow Associate within Agency & Institutional Capital Loan Servicing and Asset Management. The role focuses on protecting collateral value and lien priority through tax, escrow, and insurance administration for a diverse multifamily portfolio.

You will work with internal teams and external vendors to uphold investor requirements and audit standards. Key responsibilities include managing tax disbursements, handling tax and escrow exceptions, and

Qualifications

• Minimum 3 years of relevant experience in Multifamily Loan Servicing, Insurance compliance, Escrow Administration, and Tax servicing.
• Strong attention to detail and accuracy.
• Commitment to building relationships and delivering a best-in-class borrower experience.
• Ability to multitask and manage competing deadlines with minimal supervision.
• Proficient in Excel, with experience using multiple formulas.

Responsibilities

• Partner with third-party tax service vendors to ensure timely tax disbursements.
• Serve as primary owner for all tax-related exceptions (delinquent taxes, disputed assessments, missing bills, etc.).
• Investigate and resolve complex tax issues coordinating with borrowers, authorities, vendors, and internal teams.
• Own escrow analysis exceptions, research items, and borrower inquiries related to tax and insurance escrow accounts.
• Perform manual escrow analyses when needed due to discrepancies or complex situations.
• Research and resolve escrow analysis variances coordinating with borrowers, servicing teams, tax and insurance vendors.
• Support insurance compliance reviews by collecting renewal documentation and routing for review.
• Review and reconcile insurance vendor findings and elevate high-risk items as needed.
• Assist with administrative tasks of insurance collections and invoicing, tracking documents and discrepancies.

Skills

Multifamily loan servicing

Insurance compliance

Escrow administration

Tax servicing

Tools

Excel

Job description

JPMorgan Chase is seeking a Loan Servicing Escrow Associate within Agency & Institutional Capital Loan Servicing and Asset Management. The role focuses on protecting collateral value and lien priority through tax, escrow, and insurance administration for a diverse multifamily portfolio.

You will work with internal teams and external vendors to uphold investor requirements and audit standards. Key responsibilities include managing tax disbursements, handling tax and escrow exceptions, and