Senior Real Estate Tax & Escrow Analyst - Hybrid

National Cooperative Bank; Hillsboro (OH); Hybrid; USD 55,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Onsite 2 days/week

Job summary

National Cooperative Bank is seeking a Real Estate Tax & Escrow Specialist to coordinate tax and insurance escrow activities for loan portfolios. You will liaise with the Real Estate Team, tax vendors, and internal departments to ensure accurate setup, timely payments, and comprehensive escrow analyses.

The role requires 4–6 years in loan administration, strong organizational skills, and precise data handling. This hybrid position supports both remote and onsite work with on-site days required.

Qualifications

• High school diploma or GED required with additional specialized training.
• Experience in loan administration for commercial/multifamily loans preferred.
• Proven ability to coordinate with other departments to meet customer needs.
• Strong accuracy and attention to detail; excellent written and verbal communication.

Responsibilities

• Review loan tax records to ensure correct vendor code and payment frequency.
• Submit new loans to CoreLogic for setup within 25 days after boarding.
• Import and balance Tax Amount Reports (TARS) within 24 hours of receipts.
• Enter contract numbers and vendor data into McCracken with 100% accuracy.
• Submit service tickets to archive tax records when not refinancing by the bank.
• Generate and review escrow analyses for all escrow loans in April and August.
• Maintain Next Escrow Analysis Date accuracy.
• Import tax payment verifications from CoreLogic’s TPV within 24 hours.
• Ensure corporate advances are paid within 30 days and report monthly to management.
• Maintain delinquent non-escrow loan records and provide weekly reports to Account Managers.
• Generate Insurance Expiration Reports monthly with at least 30 days notice before renewal.

Skills

Organizational skills

Analytical skills

Communication skills

Attention to detail

Customer service

Time management

Education

High school diploma or GED

Additional specialized training

Tools

CoreLogic

McCracken system

Escrow Module

ORRMAN

Job description

National Cooperative Bank is seeking a Real Estate Tax & Escrow Specialist to coordinate tax and insurance escrow activities for loan portfolios. You will liaise with the Real Estate Team, tax vendors, and internal departments to ensure accurate setup, timely payments, and comprehensive escrow analyses.

The role requires 4–6 years in loan administration, strong organizational skills, and precise data handling. This hybrid position supports both remote and onsite work with on-site days required.