Escrow Product Specialist-3
About The Position
Transaction Management: Structure, negotiate, and execute complex escrow and paying agent agreements, collaborating with internal legal counsel to minimize risk and ensure compliance. Client Collaboration: Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate seamless deal closings. Cross-Functional Partnership: Engage with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs. Operational Oversight: Oversee account openings, fundings, and closings, ensuring accuracy and resolving any deficiencies. Risk Management: Monitor account activity, manage "tickler" items, and oversee claim submissions, adhering to contractual and legal obligations. Client Communication: Serve as a primary point of contact for client inquiries, providing timely and accurate resolutions. Sales Support: Participate in sales calls and client presentations to promote Escrow Agent services.
Requirements
- 10 years of experience in escrow agent transactions or settlement funds.
- Deep understanding of escrow and paying agent transactions and contract negotiation.
- Solid understanding of escrow and paying agent end to end lifecycle management with solid product expertise.
- Strategic thinking and creative problem-solving abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional project management, analytical, and negotiating skills.
- Excellent interpersonal, client relationship management, and communication skills.
- Bachelor's degree required
- Ability to travel domestically as required.
- Commitment to ethical conduct and sound business practices.
Nice To Haves
- JD, MBA, or other advanced degree is a plus.
Responsibilities
- Structure, negotiate, and execute complex escrow and paying agent agreements
- Collaborate with internal legal counsel to minimize risk and ensure compliance
- Partner with Escrow Business Development and Private Bankers to onboard clients
- Gather necessary documentation
- Coordinate seamless deal closings
- Engage with internal specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs
- Oversee account openings, fundings, and closings
- Ensure accuracy and resolve any deficiencies
- Monitor account activity
- Manage "tickler" items
- Oversee claim submissions
- Adhere to contractual and legal obligations
- Serve as a primary point of contact for client inquiries
- Provide timely and accurate resolutions
- Participate in sales calls and client presentations to promote Escrow Agent services
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
