VP, Mortgage Insurance & Escrow Services Leader

JPMorgan Chase & Co.; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, Texas seeks an Agency Insurance & Escrow Manager within Agency & Institutional Capital Loan Servicing and Asset Management.

You will lead a team responsible for ongoing Fannie Mae and Freddie Mac multifamily insurance compliance, tax administration, escrow oversight, and exception resolution. The role serves as an escalation point for complex or high-risk matters, overseeing vendor performance and ensuring an audit-ready control environment.

Qualifications

• At least 5 years of combined experience in multifamily mortgage loan insurance compliance, escrow administration, and tax servicing.
• Prior experience leading others through direct people management or demonstrated team leadership, including coaching, training, workflow oversight, review or quality assurance accountability, or acting-lead responsibilities.
• Working familiarity with Fannie Mae and Freddie Mac multifamily servicing and insurance requirements, with the ability to interpret and apply program guides, coverage standards, and servicing obligations.
• Knowledge of commercial property and casualty insurance, including property, flood, wind, earthquake, terrorism, general liability, workers compensation, automobile, professional liability, and umbrella or excess coverage.
• Working knowledge of real estate tax administration, escrow account reconciliation, escrow analysis methodologies, shortage and surplus calculations, borrower payment adjustments, and exception resolution.

Responsibilities

• Manage, coach, and develop Insurance and Escrow Associates, including onboarding, role-based training plans, cross-training, workload coverage, regular feedback, and ongoing subject matter development.
• Equip team members with current procedures, job aids, escalation standards, investor requirements, and practical guidance needed to independently resolve routine matters and appropriately escalated complex issues.
• Own capacity planning and workload allocation across insurance renewals, tax administration, non-escrow monitoring, escrow analysis exceptions, borrower inquiries, and peak processing periods.
• Establish and reinforce quality standards, review practices, approval authorities, and escalation protocols to improve accuracy, timeliness, consistency, and control execution.
• Serve as the management escalation point for complex insurance, tax, and escrow matters involving borrowers, insurance agents, taxing authorities, vendors, Asset Managers, Risk, and internal servicing partners.
• Maintain a strong control environment by ensuring procedures and desk instructions are current; reviews and approvals are evidenced; records are complete; and activities remain audit-ready.
• Monitor key deliverables, aging items, recurring defects, and emerging risks; provide concise management reporting and ensure timely corrective action.
• Drive process improvements through standardization, workflow enhancements, automation opportunities, stronger reconciliations, and improved exception visibility.
• Partner effectively with Operations, Asset Management, Risk, Finance, Legal, Technology, Agency partners, vendors, and other stakeholders to support compliant and resilient servicing execution.
• Promote a culture of accountability, sound judgment, constructive challenge, continuous learning, and best-in-class borrower and client service.

Skills

People leadership

Coaching

Communication skills

Attention to detail

Time management

Education

Bachelor’s degree in Business, Finance, Accounting, Risk Management, Insurance, or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

JPMorgan Chase & Co. in Plano, Texas seeks an Agency Insurance & Escrow Manager within Agency & Institutional Capital Loan Servicing and Asset Management.

You will lead a team responsible for ongoing Fannie Mae and Freddie Mac multifamily insurance compliance, tax administration, escrow oversight, and exception resolution. The role serves as an escalation point for complex or high-risk matters, overseeing vendor performance and ensuring an audit-ready control environment.