Post-Closing Escrow Holdback Specialist

Position Summary

Customer Service based position. Contacting borrowers to close out Escrow holdback agreements.

Responsibilities

• Manage and understand escrow holdback agreements and appraisal requirements.
• Oversee and monitor escrow holdback processes.
• Provide excellent customer service and support to customers.
• Manage the escrow repairs email inbox/group.
• Order and coordinate final property inspections.
• Resolve customer service issues, including providing incentives when appropriate.
• Process and coordinate FedEx shipments on a regular basis.
• Complete check request forms accurately and timely.
• Submit checks and ACH transfer requests through Accounts Payable.
• Maintain a high level of attention to detail in all tasks.
• Communicate effectively with customers, vendors, and internal teams.

Qualifications

• 1+ year experience with residential mortgage company
• 1+ year experience with disbursement or customer service within a mortgage company
• Experience with calling and emailing borrowers, obtaining post fund conditions

Education/Experience

• High school diploma or general education degree (GED)

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands

• Sufficient physical ability and mobility to work in an office setting;
• To stand or sit for prolonged periods of time;
• To occasionally stoop, bend, kneel, crouch, reach, and twist;
• To lift, carry, push, and/or pull light to moderate amounts of weight;
• To operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard;
• To verbally communicate to exchange information.