Escrow Analysis Specialist I (On-site)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We need to include sections only when posting has real, specific content. We need to preserve all substantive information. Remove boilerplate like EEO, legal, etc. Also remove navigation, cookie, duplicated lines, application instructions.
We need to parse the posting.
Content:
- Who We Are At Newrez... (company description). Could be considered "About the role"? Actually "Who We Are" is about company, not role. Might be considered "About the role"? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can adapt: "About the role" could contain position summary and maybe who we are? But we should not invent sections. We need to include sections only when posting has real, specific content for it.
We have:
Position Summary: The Escrow Analysis Specialist I will be responsible for reviewing and completing escrow analysis in accordance with RESPA for all escrow loans and non-escrow loans with negative escrow advances. Perform all duties in accordance with the company guidelines, applicable federal, state, and local regulations.
Description: Perform daily escrow analysis via task work queue and monthly bulk processing for the portfolio. Research illogical collection amounts, due dates, or large changes in payment to ensure loans are compliant with RESPA regulations. Solve problems rapidly and cost-effectively with minimal disruption. Ensure accounts are properly documented with accurate and comprehensive status updates. Process requests received from the mortgage holder, clients, or other departments. Maintain consistent attendance to ensure fulfillment of essential duties and responsibilities. Ability to effectively and accurately convey information to others. Performs related duties as assigned by management.
Qualifications And Education Requirements: High school diploma or equivalent, required. Bachelor’s degree preferred. Minimum of 1+ years residential mortgage loan servicing experience.
Skills, Abilities, And Knowledge: Knowledge of Microsoft Office (Excel, Word, and Outlook). Detail oriented with excellent organizational, analytical, and problem-solving skills. Must be able to multi-task in a fast-paced environment. Possess excellent communication skills (written and verbal). Proven ability to work well both independently and as a team member. Ability to make sound decisions based upon department, company policies, procedures, knowledge, and experience. OnBase imaging system experience a plus. Knowledge of SQL a plus. Flexible to changing priorities, project scopes, and deadlines.
Work Environment And Physical Requirements: Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand. Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Additional Information: While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.
Why Newrez: We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.
Company Benefits: We offer benefits, programs, and perks that support you in every aspect of your life. Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave Adoption Assistance Tuition & Certification reimbursement Employee Mortgage Loan Program The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships Newrez NOW Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference. 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception) Matching Gifts Program - dollar-for-dollar up to $1,000 Access to grants, nonprofit resources, and volunteer opportunities More than $6,000,000 donated since 2020 1 in 5 employees participates in at least one Employee Resource Group (ERG)
Equal Employment Opportunity ... (boilerplate to remove)
CA Privacy Policy CA Notice at Collection (remove)
We need to include sections only when posting has real, specific content.
Potential sections:
- About the role? Could combine Who We Are and Position Summary? But "Who We Are" is about company, not role. However we could treat "About the role" as position summary and maybe include Who We Are as a brief intro? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. We can include sections that have content.
We have:
- Responsibilities: from Description (daily tasks). Could be "Responsibilities".
- Requirements: maybe Qualifications And Education Requirements.
- Skills: Skills, Abilities, And Knowledge.
- Benefits: Company Benefits (detailed). Also Why Newrez includes some benefits but we can combine.
- Pay: Not mentioned. No pay info. So we should NOT include Pay section.
- Schedule: Not explicitly given; there is mention of schedule in Work Environment And Physical Requirements: "Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand." That's schedule info. So we could include a Schedule section with that content.
- About the role: Could include Position Summary and maybe Who We Are? But Who We Are is more about company. Might be okay to include as "About the role" but it's not exactly role. However we need to preserve all substantive information. If we omit Who Are, we lose that content. Could we put it under About the role? The heading "About the role" could contain both company overview and position summary. That seems acceptable.
Thus sections:
About the role
with content: Who We Are paragraph + Position Summary.
Responsibilities
with Description bullet list (maybe as - ).
Requirements
with Qualifications And Education Requirements.
Skills
with Skills, Abilities, And Knowledge.
Benefits
with Company Benefits and Why Newrez details (maybe combine).
Schedule
with Work Environment And Physical Requirements (specifically schedule-related sentences). But the Work Environment also includes other details like on-site, cubicle, etc. Those are not schedule but work environment. Should we include them elsewhere? There's no specific section for Work Environment. Could we put them under About the role? Not ideal. Could we create a separate section? The instruction only gave examples but didn't forbid other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are the allowed headings. So we should not create other headings like Work Environment. We need to fit that content somewhere else, maybe under About the role or Responsibilities? The work environment details are not responsibilities but could be considered part of role description. Could include under About the role as additional context.
Thus we can put the Work Environment And Physical Requirements content under About the role as well (maybe as a paragraph). That preserves all info.
We must not include boilerplate like EEO, CA Privacy, etc.
We must not include duplicated lines.
We need to output only HTML fragment.
Let's craft:
About the role
At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
The Escrow Analysis Specialist I will be responsible for reviewing and completing escrow analysis in accordance with RESPA (Real Estate Settlement Procedures Act) for all escrow loans and non-escrow loans with negative escrow advances. Perform all duties in accordance with the company guidelines, applicable federal, state, and local regulations.
Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand. Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Responsibilities
- Perform daily escrow analysis via task work queue and monthly bulk processing for the portfolio.
- Research illogical collection amounts, due dates, or large changes in payment to ensure loans are compliant with RESPA regulations.
- Solve problems rapidly and cost-effectively with minimal disruption.
- Ensure accounts are properly documented with accurate and comprehensive status updates.
- Process requests received from the mortgage holder, clients, or other departments.
- Maintain consistent attendance to ensure fulfillment of essential duties and responsibilities.
- Ability to effectively and accurately convey information to others.
- Performs related duties as assigned by management.
Requirements
- High school diploma or equivalent, required.
- Bachelor’s degree preferred.
- Minimum of 1+ years residential mortgage loan servicing experience.
Skills
- Knowledge of Microsoft Office (Excel, Word, and Outlook).
- Detail oriented with excellent organizational, analytical, and problem-solving skills.
- Must be able to multi-task in a fast-paced environment.
- Possess excellent communication skills (written and verbal).
- Proven ability to work well both independently and as a team member.
- Ability to make sound decisions based upon department, company policies, procedures, knowledge, and experience.
- OnBase imaging system experience a plus.
- Knowledge of SQL a plus.
- Flexible to changing priorities, project scopes, and deadlines.
Benefits
- Medical, dental, and vision insurance
- Health Savings Account with employer contribution
- 401(k) Retirement plan with employer match
- Paid Maternity Leave/
About the role
with content: Who We Are paragraph + Position Summary.Responsibilities
with Description bullet list (maybe as- ).
Requirements
with Qualifications And Education Requirements.Skills
with Skills, Abilities, And Knowledge.Benefits
with Company Benefits and Why Newrez details (maybe combine).Schedule
with Work Environment And Physical Requirements (specifically schedule-related sentences). But the Work Environment also includes other details like on-site, cubicle, etc. Those are not schedule but work environment. Should we include them elsewhere? There's no specific section for Work Environment. Could we put them under About the role? Not ideal. Could we create a separate section? The instruction only gave examples but didn't forbid other headings? It says usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are the allowed headings. So we should not create other headings like Work Environment. We need to fit that content somewhere else, maybe under About the role or Responsibilities? The work environment details are not responsibilities but could be considered part of role description. Could include under About the role as additional context. Thus we can put the Work Environment And Physical Requirements content under About the role as well (maybe as a paragraph). That preserves all info. We must not include boilerplate like EEO, CA Privacy, etc. We must not include duplicated lines. We need to output only HTML fragment. Let's craft:
About the role
At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.
The Escrow Analysis Specialist I will be responsible for reviewing and completing escrow analysis in accordance with RESPA (Real Estate Settlement Procedures Act) for all escrow loans and non-escrow loans with negative escrow advances. Perform all duties in accordance with the company guidelines, applicable federal, state, and local regulations.
Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules, overtime, and evening and/or weekend hours to meet deadlines or as business needs demand. Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Responsibilities
- Perform daily escrow analysis via task work queue and monthly bulk processing for the portfolio.
- Research illogical collection amounts, due dates, or large changes in payment to ensure loans are compliant with RESPA regulations.
- Solve problems rapidly and cost-effectively with minimal disruption.
- Ensure accounts are properly documented with accurate and comprehensive status updates.
- Process requests received from the mortgage holder, clients, or other departments.
- Maintain consistent attendance to ensure fulfillment of essential duties and responsibilities.
- Ability to effectively and accurately convey information to others.
- Performs related duties as assigned by management.
Requirements
- High school diploma or equivalent, required.
- Bachelor’s degree preferred.
- Minimum of 1+ years residential mortgage loan servicing experience.
Skills
- Knowledge of Microsoft Office (Excel, Word, and Outlook).
- Detail oriented with excellent organizational, analytical, and problem-solving skills.
- Must be able to multi-task in a fast-paced environment.
- Possess excellent communication skills (written and verbal).
- Proven ability to work well both independently and as a team member.
- Ability to make sound decisions based upon department, company policies, procedures, knowledge, and experience.
- OnBase imaging system experience a plus.
- Knowledge of SQL a plus.
- Flexible to changing priorities, project scopes, and deadlines.
Benefits
- Medical, dental, and vision insurance
- Health Savings Account with employer contribution
- 401(k) Retirement plan with employer match
- Paid Maternity Leave/