Escrow Tax Specialist II

Proctor Financial, Inc.•Dallas, TX

1d•Onsite

About The Position

Proctor Loan Protector is a company built on meritocracy, rewarding self-starters committed to customer satisfaction. It is recognized for innovative solutions, collaborative partnerships, and superior customer service in providing insurance products and services to protect various financial entities and property investors. The company's core focus is on lender-placed insurance, hazard tracking, and related services. Proctor Loan Protector is a wholly-owned subsidiary of Brown & Brown, Inc., benefiting from investments in technology, people, and infrastructure, and is a silver-level certified veteran-friendly employer. The Escrow Tax Specialist II is directly responsible for ensuring data integrity during the conversion of escrow-related data from prior servicers. This role primarily focuses on tax servicing, tax payment, tax tracking, tax vendor oversight, and reporting, along with other duties to ensure compliance and accurate data management.

Requirements

High School Diploma (GED) required
Must be proficient in MS Office Suite and Excel
A willful desire to understand the “bigger picture” – wants to learn MORE
Problem solving capabilities.
Great attention to detail.
Ability to work in a fast-paced, often-changing environment.
Organized with excellent time management skills with emphasis on multiple deadlines.
Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance.
Meets deadlines, works independently, accountable, maintains focus, punctual, good attendance record.
Manages workload, works efficiently, meets goals and objectives.
Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services.

Responsibilities

Perform Quality Assurance on Mortgage Insurance and validate MSP set up.
Confirm prior servicer has transferred flood certificates to the business.
Transfer any missing flood certificates not transferred from prior servicer to the company.
Validate Tax Line Set up.
Validate Hazard payee conversion and force place insurance dates.
Validate escrow buckets for taxes, insurance.
Perform data validation on property mismatches, payment inconsistencies.
Ensure Escrow Analysis is performed within 60 days of transfer, and annually to ensure compliance.
Designs reporting to ensure Data Integrity from prior servicer to the business for payment, escrow coding, missing tax, hazard, mortgage, or flood information/lines.
Ability to establish liaison relationships with prior servicer contacts for clarification of data and securing documentation to support conclusions.
Establish Tax Service within 2 business days of conversion.
Ensure all restricted escrow information is provided to the Loss Draft Analyst within 7 business days of conversion.
Works closely with Business Intelligence to ensure the timely and accurate conversion of Escrow Related Data.
Provide recommendations to the New Loan Boarding Team and Business Intelligence to improve conversion routines.
Resolves New Loan boarding issues/complaints.
Impute Escrow related data. i.e., payment due dates, mortgage insurance, escrows, and tax processes.