About The Position

Work closely with all members of the Escrow Product Team and Escrow Service Team to provide an exceptional Client Experience to Wealth At Work clients nationwide. Direct contact with clients and their attorneys, accountants, third party vendors, representatives, etc. Deal with complex issues and challenges as they arise. Act as a source of technical expertise within the team, keeping abreast of market developments and offering support and guidance. Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary. A core function of the job will involve making contributions to the development of new techniques and the improvement of processes and work-flow required to setup and service Escrow deals. The candidate will be required to evaluate moderately complex and variable issues and apply appropriate problem-solving skills in the development of solutions.

Requirements

  • 5- 7 years of experience in escrow agent transactions or settlement funds preferred.
  • Strong understanding of the 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).
  • Excellent interpersonal, client relationship management, and communication skills.
  • Commitment to ethical conduct and sound business practices.

Nice To Haves

  • Bachelor's degree preferred; JD, MBA, or other advanced degree is a plus.
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