Real Estate Clerk II

Responsibilities

• Audit new loan report daily.
• Maintain and track all escrow accounts, including but not limited to, entering insurance and property tax amounts, change of insurance, and updating flood insurance, if applicable.
• Pay insurance billing daily.
• Manage force-placed homeowner’s insurance accounts including billing, cancellations, and refunds.
• Review homeowner’s insurance policies for accuracy.
• Submit property tax payments for all escrow accounts.
• Review, process, and log insurance claim checks.
• Analyze reports monthly to ensure accuracy.
• Answer incoming phone calls and assign accordingly.
• Review Escrow Analysis annually to ensure accuracy prior to mailing.
• Process payment corrections as needed.
• Manage and create insurance and tax codes as required.
• Review Rate Change Notices, Maturity Letters, and Payoff Congratulations Letters.
• Review deceased transfer requests.
• Audit lien releases as needed.
• Assist with Teams Help Channel, as needed.
• Follow all Credit Union policies, procedures, and regulations.
• Represent the Credit Union in a professional manner (including but not limited to appearance, behavior, and performance).
• Maintain regular and predictable attendance.
• Work cooperatively with others.
• All other duties as assigned.

Requirements

• High school diploma or general education degree (GED).
• Two or more years of clerical/administrative office experience with emphasis on mortgage and/or equivalent combination of education and experience.