Essex Mortgage · 4 days ago
Escrow Supervisor: Insurance & Escrow Analysis
Ocala, FL (In-Office) - Ocala, FL 34475
Full-time
Onsite
Senior Level
5+ years expEssex Mortgage is seeking an Escrow Supervisor – Insurance & Escrow Analysis to oversee escrow functions related to insurance tracking and escrow analysis, ensuring compliance and accuracy. The role involves managing vendor relationships, leading a team, and ensuring a borrower-first approach while maintaining regulatory requirements.
Financial ServicesMortgageReal Estate
Responsibilities
Manage and oversee the insurance tracking vendor, ensuring compliance with servicing agreements, investor guidelines, and regulatory requirements
Supervise processes related to lender-placed insurance, ensuring appropriate borrower notifications, regulatory compliance, and minimal borrower impact
Work closely with internal teams and the insurance vendor to address borrower concerns, disputes, and escalations related to escrowed insurance
Ensure escrow analysis processes adhere to RESPA regulations, including proper calculation of escrow shortages, surpluses, and timely borrower notifications
Validate escrow analysis accuracy and proactively manage processes to minimize payment shocks, ensuring a smooth experience for borrowers
Implement and oversee internal quality control measures for escrow analysis and insurance tracking, ensuring compliance, efficiency, and risk mitigation
Work with Customer Service, Default, Cashiering, and Investor Reporting teams to ensure a cohesive borrower experience related to escrowed items
Hold the insurance tracking vendor accountable for SLAs, compliance, and service levels, while driving continuous improvements in borrower interactions
Monitor escrow-related performance metrics, identify trends, and provide recommendations for process improvements
Supervise and mentor a team of escrow professionals, providing guidance, training, and performance management to foster high performance and transparency
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent work experience in escrow servicing may be considered
5+ years of experience in mortgage servicing, escrow administration, or insurance tracking, with at least 2+ years in a supervisory or leadership role preferred
Extensive knowledge of RESPA regulations, escrow analysis processes, and lender-placed insurance requirements
Proven experience managing third-party vendors, ensuring compliance with SLAs, investor requirements, and borrower protections
Strong background in risk mitigation, audit response, and compliance oversight related to escrow servicing
Experience leading and developing teams in a fast-paced, high-volume environment
Proficiency with mortgage servicing platforms (MSPs), escrow analysis tools, and reporting software
Intermediate in Microsoft Office programs (Word, Excel, PowerPoint)
Word processing (speed and accuracy)
Email
Internet software
Use typical office equipment (computers, fax, phones, copiers, scanners, projectors, etc.)
Vision (with or without correction) sufficient to read a computer screen and to operate office equipment
Clear speaking voice on the telephone, in person, and recorded
Hearing within normal ranges in noise environments typical of office
Able to sit for long periods of time at computer or other work-station and in meetings
Able to use computers and operate equipment
Able to lift 10 pounds occasionally unassisted
Preferred
Industry certifications (e.g., Certified Mortgage Servicer (CMS) or related credentials) are a plus
Experience in a supervisory or leadership role preferred
Company
Essex Mortgage
Essex Mortgage is a privately held mortgage lender in Orange County, California.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Nathan Sands
Chief Servicing Officer
Recent News
2025-04-16
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