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Director, Tax and Analysis

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Description

The Director, Escrow Administration is responsible for providing oversight for the Tax and Escrow Analysis functions within the Escrow Administartion group.



Essential Job Functions:

  • Responsible to ensure that all disbursements for escrowed tax items are made from the borrowers escrow account in accordance all applicable company, investor and regulatory requirements.
  • Ensure that all escrowed loans are analyzed in accordance with all applicable company, investor and regulatory requirements.
  • Monitor the status of the payment of real estate taxes on non-escrowed loans.
  • Monitor and address open items, CITs and mailbox items related to tax and escrow analysis activity in a timely manner and within SLA requirements.
  • Review and resolve customer complaints timely, completely and accurately.  Identify root causes and recommend process changes to improve customer experience.
  • Assist in training, staff development, performance reviews and disciplinary actions.
  • Identify and propose solutions to manual processes.
  • Ensure all policies and procedures remain current.
  • Makes recommendations for the improvement of controls in the overall servicing operation.
  • Communicates any trends and / or problems with recommended solutions to senior management.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

 

Required Education and Experience:

  • Bachelor’s Degree (B.A.) from a four-year College or University
  • Five plus year’s related experience with Escrow Servicing activities. 
  • Three plus years in a leadership/management/supervisory role.

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

  Mathematical Skills:

  Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:   

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Certificates, Licenses, Registrations

None required

  Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.