What are the responsibilities and job description for the Customer Service Representative Mortgage Escrow position at Iowa Bankers Mortgage Corporation?
Description
Role Definition: Assists in the Escrow area by performing the following duties.
Daily Duties
Essential Duties and Responsibilities
Required Education:
High school diploma or general education degree (GED)
Required Work Experience
Two to five years of related experience and/or training; or equivalent combination of education and experience.
Technology Skills
Accurately and efficiently process transactions. Proficient in Word & Excel. Prior history working with Property Taxes, Insurance, or Escrow helpful. Preferred Black Knight System experience.
Required Skills or traits for the position: Follow established policies, procedures & guidelines. Demonstrate analytical decision making and problem solving skills.
PI44804a85be85-25448-40588360
Role Definition: Assists in the Escrow area by performing the following duties.
Daily Duties
Essential Duties and Responsibilities
- I. Individual Escrow Analysis – Perform individual analysis as needed
- II. Justify excess Escrow Shortages, Surplus and Significant Payment Changes
- III. Mass Escrow Analysis – Perform required mass analysis annually.
- IV. New Loan – Perform new loan analysis as needed.
- V. New Construction / Mid-Year Analysis - Assist with NewCon mid-year review and analyze loans as needed.
- VI. Waiving Escrow – To removed Property Taxes, Homeowners insurance and / or both to close escrow.
- VII. Approve Escrow Analysis Statements and Refund Checks.
- VIII. Web Reports – Review reports showing additional website payments made to escrow for review / research and analyze as needed.
- IX. Lock Box Report - Review reports showing additional payments made to escrow for review / research and analyze as needed.
- X. Escrow Overdraft Report – Research, reanalyze and send letter as needed.
- XI. Mailbox – Work email and other mail related items as needed.
- XII. Performs various clerical duties, including the filing and imaging of documents and correspondence in the appropriate loan files.
- XIII. Provides superior customer service, both written and verbal, to homeowners, bankers, and other vendors.
- XIV. Additional task as assigned by Manager.
Required Education:
High school diploma or general education degree (GED)
Required Work Experience
Two to five years of related experience and/or training; or equivalent combination of education and experience.
Technology Skills
Accurately and efficiently process transactions. Proficient in Word & Excel. Prior history working with Property Taxes, Insurance, or Escrow helpful. Preferred Black Knight System experience.
Required Skills or traits for the position: Follow established policies, procedures & guidelines. Demonstrate analytical decision making and problem solving skills.
PI44804a85be85-25448-40588360