Escrow Payment Product Coordinator jobs in United States
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Allied Solutions LLC · 5 hours ago

Escrow Payment Product Coordinator

Allied Solutions LLC is seeking an Escrow Payment Product Coordinator who will be responsible for analyzing client payee code files and ensuring smooth transitions to the Direct Pay Escrow Services Team. The role involves maintaining payee codes, troubleshooting issues, and ensuring accurate data mapping within the insurance tracking systems.

Financial ServicesInformation Technology
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H1B Sponsor Likelynote

Responsibilities

Understanding the process of W-9 request and certifications of remittance addresses to get payee codes certified
Understanding of Parent/Sub parent companies within our insurance tracking database Borrower Insurance Company table to ensure payee code set up is correct
Understand company and agency payee codes functionality within our insurance tracking system database
Accurately apply knowledge of Lender Integrations for QA Tool Troubleshoot for payee code errors
Accurately apply knowledge of the QA Tool’s and DatStore’s various reports that will assist in the escrow syncing process for go live
Own our new client’s payee codes that are currently in implementation, including but not limited to, reconfiguring their payee code file to import into our script template, submitting help desk tickets to have them loaded into insurance tracking systems, mapping them individually to Allied’s certified payee code list, and submitting the finalized mapped list over to accounting for their certification approval process
Own working with our system programmers to update the client’s payee codes into the insurance tracking systems due to the client going through a Data Processor Conversion
Responsible for completing weekly/monthly maintenance of client’s payee code files sent via FTP or Email
Oversee maintenance of remittance addresses with IDS for Company and Agency
Troubleshoot insurance tracking systems when users cannot locate payee code for entry
Works with the Escrow Administrator, Allied Accounting, and Client to remap payee code to the correct certified remittance address or has the client create a new payee code and makes the necessary changes to Allied’s insurance tracking systems in order for the payment to be made to the insurance carrier in a timely manner
Communicates proactively with the client to resolve any payee code related questions or issues
Answer questions, corrects errors, and resolves discrepancies with little to no supervision
Effectively and professionally present payee code information in one-on-one situations and small group situations to customers, clients, and other employees
Responsible for overseeing and maintaining the required updates outlined in the implementation direct pay checklist
Responsible for analyzing the client’s loan file to ensure data landed in Allied’s insurance tracking database successfully
Responsible for completing the escrow syncing process to ensure the client has a smooth transition over to our escrow direct pay servicing teams
Responsible for creating escrow premium due bill test cases for the escrow accounting team to ensure they can successfully cut checks on our go live date

Qualification

Escrow Payment AnalysisPayee Code MappingInsurance Tracking SystemsData Processor ConversionClient CommunicationHigh School DiplomaBachelor’s Degree1-2 years’ experience

Required

High School Diploma
1-2 years' experience in Escrow Payment

Preferred

Bachelor's Degree in a related field

Benefits

Medical, dental and vision insurance coverage
100% company-paid life and disability coverage
401k options with company match
Three weeks PTO by the end of the first year
Career growth opportunities for employees

Company

Allied Solutions LLC

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Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

H1B Sponsorship

Allied Solutions LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)
2022 (1)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Brian Urbanski
EVP Corporate Services & CFO
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Jeff Kircher
Senior Vice President and Chief Financial Officer
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Company data provided by crunchbase