Analyst - Tax and Escrow Analysis

JLL • Houston, TX

5d • Onsite

About The Position

JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Description: The Analyst will be responsible for ensuring the real estate taxes for the collateral of each loan are current by preparing escrow disbursements and obtaining proof of payment. The Analyst must demonstrate diligence, organization, analytical orientation, and the initiative to work in an independent and reliable manner. The Servicing Analyst adds value to the Servicing Platform by ensuring quality and timely completion of various duties as required by each Lender's servicing agreements. This position will work with both internal and external parties, including vendors and borrowers. Attention to detail, clear communication, and commitment to resolve issues for our client base are important skills as a representative of JLL.

Requirements

• Strong Microsoft Excel and Word proficiency
• Strong math, verbal, writing, and organizational skills
• Strong time management skills and ability to operate under demanding deadlines
• Ability to multitask and work on several transactions simultaneously
• Ability to recognize risk
• Willingness and ability to learn new technology
• Excellent attention to detail
• Ability to audit own work
• Ability to work independently and in teams
• Ability to travel as needed
• Undergraduate degree preferred with a minimum of 1 year in Real Estate, Finance, Accounting, Business or equivalent work experience in insurance or commercial mortgage banking and/or servicing with ability to recognize and mitigate risk; meticulous, ability to multi-task and manage deadlines, strong customer service skills (written and verbal).
• Candidates must be authorized to work in the United States without sponsorship.

Responsibilities

• Ensure each loan has all parcels associated to the collateral setup on the servicing system by reviewing the legal description and any other loan documents, as necessary.
• Track the due dates for all escrowed parcels and disburse payments for tax bills prior to the due date from escrow funds; request funds from borrower and/or lender when required.
• Determine and request new escrow analysis, as required.
• Obtain paid receipts/proof of payment for non-escrowed loans via tax service, borrower contact or tax authority within 60 days of due date.
• Monitor all due dates of taxes, both escrowed and non-escrowed for delinquencies.
• Monitor loan portfolio for tax exceptions such as appeals, refunds, and exemptions.
• Report to Lender as required on a monthly, quarterly, or annual basis by preparing Lender forms and/or certification documentation.
• Collaborate with internal and external parties to obtain all required backup documentation.
• Assist with special projects within Tax, Escrow Operations or Loan Operations, as necessary.
• Assist internal and external customers with information requests.
• Assist with internal and external audits.
• Other duties as deemed necessary.

Benefits

• JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health.
• Some of these benefits may include:
• 401(k) plan with matching company contributions
• Comprehensive Medical, Dental & Vision Care
• Paid parental leave at 100% of salary
• Paid Time Off and Company Holidays
• Early access to earned wages through Daily Pay

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level