Mortgage Tax and Escrow Specialist 2 (HOA Team)

About the role

The Mortgage Tax & Escrow Specialist 2 supports mortgage servicing operations by researching, validating, and maintaining property tax and HOA information for residential mortgage loans. This role involves detailed analysis and investigation of tax and HOA-related records, ensuring accuracy and timely completion of servicing activities.

Responsibilities

• Research and validate property tax and HOA information associated with mortgage loans.
• Review vendor-supplied data for completeness and accuracy and identify discrepancies requiring correction or escalation.
• Maintain mortgage tax records and monitor active tax service activities.
• Support timely and accurate tax disbursement processes for escrow and non-escrow accounts.
• Investigate potential HOA liens and determine appropriate actions to support risk mitigation and lien protection efforts.
• Respond to customer, attorney, vendor, and internal business line inquiries related to tax and HOA matters.
• Partner with vendors and external stakeholders to resolve incomplete, inaccurate, or missing information.
• Provide supporting documentation and research findings to facilitate issue resolution.
• Complete assigned work in accordance with established service level agreements and quality standards.
• Participate in cross-training opportunities and support additional tax-related operational functions as business needs require.

Qualifications

• High school diploma or equivalent.
• One to two years of experience in mortgage servicing, financial services operations, tax servicing, escrow administration, title, lien research, or a related operational environment.

Preferred Skills/Experience

• Mortgage servicing experience.
• Property tax, escrow, HOA, title, lien, default servicing, or real estate-related experience.
• Experience reviewing complex documentation and researching public or vendor-supplied records.
• Experience working with third-party vendors and external stakeholders.
• Demonstrated ability to work effectively in a highly regulated environment.

Location

This role is expected to be onsite 3 (three) days a week at our Tamarack Rd- Owensboro, KY office.

Benefits

• Healthcare (medical, dental, vision).
• Basic term and optional term life insurance.
• Short-term and long-term disability.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation (from two to five weeks depending on salary grade and tenure).
• Up to 11 paid holiday opportunities.
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.