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Job Summary
The Escrow Team Lead is responsible for handling more complex tasks within the Escrow Department and resolving escalated issues. Ensures compliance with state, federal and investor guidelines as they relate to the Escrow Department. Ensures Escrow tasks, reports and assignments are completed timely and accurately. Manages training of the Escrow Specialists and assists management with performance reviews.
Essential Duties and Responsibilities
- Tracks and completes tasks associated with escalated issues in a timely manner. Responds to escalated inquiries and customer service requests related to the escrow processes. Handles more complex items, performing research, resolving issues and communicating with internal/external clients when needed.
- Monitors all aspects of the escrow process to ensure compliance with all guidelines; Ensures the workflow/priorities are communicated daily to the team. Serves as lead for audit exceptions research and resolution.
- Completes necessary audits to ensure transfers, open items and tasks are processed timely and accurately; prepares reports for management.
- Ensures department processes are streamlined to accomplish assigned objectives. Assists with project implementation and department procedures.
- Manages training of escrow specialists including new hires, training of new processes and re-training for performance issues.
- Provides management with feedback to assist with employee skill reviews and performance reviews
- Monitors vendor performance to ensure compliance with business rules and provides reviews to management monthly
- Miscellaneous duties as assigned.
Position Requirements
Education
- High school diploma or equivalent required
Experience
- Minimum three years loan servicing experience
- Senior experience strongly preferred
Functional/Technical Skills
- Demonstrated Leadership skills
- Strong written and verbal communication
- Ability to work in a fast-paced environment
- Ability to multi-task and manage time effectively to meet deadlines and manage multiple priorities
- Highly organized, detail oriented and proactive
- Ability to problem solve and research issues when needed
- Strong math and analytical skills
- Proficient with Microsoft Windows applications
Environmental/Physical Demands
Work is typically preformed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
Benefits
Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email [email protected].
Skills Required
- High school diploma or equivalent
- At least three years of loan servicing experience
- Senior-level experience
- Demonstrated leadership skills
- Strong written and verbal communication skills
- Ability to work in a fast-paced environment
- Ability to multitask and manage time effectively
- Highly organized, detail-oriented, and proactive work style
- Problem-solving and research skills
- Strong math and analytical skills
- Proficiency with Microsoft Windows applications
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What We Do
Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing toward closing. Call Center Agents, Collectors, and Loan Counselors When you join Planet Home Lending’s mortgage servicing center, you’re one of the team. Learn the mortgage business and help customers understand their home loans. Expand your career with training and move into another area, like operations, default management, or loan processing. You’re never limited to one position when you play for the Planet Home Lending team. Underwriters and Processors At Planet Home Lending, there’s always something new to learn. We’ll cross-train you to work with FHA, VA, USDA, jumbo, non-QM, and the next program our top-notch secondary marketing team comes up with. Who Is Planet Home Lending? Planet Home Lending is a privately held mortgage-banking firm with an $23 billion mortgage servicing portfolio and $12 billion in annual volume. We’re a top GNMA issuer, a Fannie and Freddie Seller/Servicer, and a Standard and Poor’s-rated special and prime residential servicer. Your next great job is waiting for you at our offices in Meriden, CT, Melville, NY, Tampa, FL, Columbia, MD, Irving, TX, Santa Ana, CA, or in one of our distributed retail branches throughout the United States.
