First United Bank · 13 hours ago
Mortgage Escrow Specialist
Plano, TX
Full-time
Onsite
Senior Level
5+ years expFirst United Bank is a learning organization that has been recognized as one of the top places to work in Oklahoma. The Mortgage Escrow Specialist is responsible for administering real estate tax escrow functions and serves as a subject matter expert in resolving complex escrow-related issues while ensuring compliance with relevant policies and regulations.
BankingFinancial ServicesInsuranceLending
Responsibilities
Ensure accurate setup and validation of real estate tax information during loan onboarding
Monitor, process, and ensure the timely and accurate payment of escrowed real estate taxes
Perform scheduled escrow account analyses in accordance with bank policy, regulatory requirements, and investor guidelines
Research and resolve customer inquiries, internal requests, and escalated issues related to escrow and real estate taxes
Manage and maintain the relationship with third-party tax vendors to ensure accurate reporting and tax disbursements
Monitor delinquent real estate taxes and ensure proper resolution in compliance with applicable regulations
Participate in special projects and perform additional mortgage servicing duties as assigned
Perform other duties as assigned by Executive Management or Supervisor
Provide consistent, high-quality customer service
Maintain a clean and professional workstation
Identify and recommend process improvements to management
Complete all required compliance and regulatory training annually
Cross-train in all escrow-related servicing functions
Adhere to all company policies, procedures, and code of conduct
Maintain professional appearance in accordance with company dress code
Qualification
Required
High School Diploma or GED (required)
Minimum of 5 years of mortgage escrow experience
Minimum of 5 years in a financial services or operations environment
Ability to pass background and credit check
Strong understanding of mortgage escrow, real estate tax processes, and regulatory requirements
Basic mathematical aptitude
Proficiency with computer systems and standard office software
Strong written and verbal communication skills
Exceptional customer service and negotiation skills
Strong organizational, analytical, and problem-solving abilities
Ability to exercise sound judgment and make independent decisions
Ability to work effectively in a team-oriented, fast-paced environment
Strong interpersonal skills with the ability to interact across all levels of the organization
Ability to use email, phone, and other communication tools effectively
Dependable, detail-oriented, and able to meet deadlines
Demonstrates initiative and willingness to assume additional responsibilities
Ability to travel as needed
Prolonged sitting or standing, walking, repetitive motions, finger dexterity, and visual acuity
Occasional lifting of up to 10 pounds
Occasional stooping or kneeling
Preferred
Bachelor's degree or equivalent work experience (preferred)
Knowledge of MSP servicing system (preferred)
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
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