An Escrow Analyst performs analysis to aid in the management of tax and escrow funds, and mitigate financial and reputation risk by ensuring timely and accurate property tax payments. The following duties mentioned on the Escrow Analyst Resume are carried out on daily basis – managing property tax payments for a portfolio of loans, determining property tax requirements from the largest taxing authorities; interacting with tax authorities to ascertain undocumented requirements, tracking requirements to mitigate the risk of rejected payments, reviewing and updating and approving electronic file from tax service; disbursing tax payments, refunding overages, and collecting shortages from borrowers; and solving complex borrower problems that require analysis of historical and system data.
The most sought-after skills for the post include – research and analytical skills, the ability to solve problems and exercise independent judgment, the ability to organize and prioritize projects, advanced computer skills, a high level of accuracy, and customer service skills. A degree with relevant work experience is preferred.
Objective : Dynamic Escrow Analyst with two years of experience in managing escrow accounts and ensuring compliance with regulatory standards. Proven ability to analyze financial data, resolve discrepancies, and maintain meticulous records. Eager to contribute my expertise in escrow processes and customer service to enhance operational efficiency and support the firm's growth.
Skills : Regulatory Compliance, Escrow Management, Title Research, Contract Review
Description :
Coordinated with internal and external customers to address compliance issues and escalated complaints.
Generated monthly reports on penalty expenses, providing management with insights into corporate expenditures.
Assisted in developing quarterly Vendor Report Cards and conducted vendor due diligence.
Investigated overages, shortages, and discrepancies to ensure compliance with pre-determined tolerances.
Conducted research in the LPS system to resolve outstanding tasks and discrepancies.
Monitored annual loan reviews, ensuring adherence to RESPA regulations.
Maintained accurate records of escrow transactions and ensured timely processing of payments.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Junior Escrow Analyst Resume
Objective : Dedicated Junior Escrow Analyst with two years of experience in managing escrow accounts and ensuring compliance with industry regulations. Skilled in financial analysis, discrepancy resolution, and maintaining accurate records. Committed to leveraging my knowledge of escrow processes and exceptional customer service skills to drive operational success and foster positive client relationships.
Skills : Microsoft Office Proficiency, Effective Communication Skills, Escrow Management Software, Time Management, Team Collaboration
Description :
Executed timely escrow account analysis in line with RESPA guidelines.
Reviewed and updated loan reports to ensure accuracy and compliance.
Maintained detailed records of financial transactions and reconciliations.
Monitored loan statuses to ensure timely payment of taxes and insurance premiums.
Updated servicing software with critical data related to insurance and taxes.
Collaborated with team members to enhance workflow efficiency.
Conducted regular audits of escrow accounts to ensure accuracy.
Experience
0-2 Years
Level
Junior
Education
B.S. Finance
Escrow Analyst Resume
Objective : Results-oriented Escrow Analyst with 5 years of proven experience in managing complex escrow transactions and ensuring compliance with industry regulations. Adept at analyzing financial data, resolving discrepancies, and maintaining precise records. Passionate about optimizing escrow processes and delivering exceptional client service to drive organizational success.
Skills : Not Applicable, Escrow Management Systems, Escrow Accounting Software, Data Reconciliation Tools, Advanced Excel Proficiency, Email And Calendar Management
Description :
Managed the preparation and distribution of escrow analysis reports monthly, ensuring compliance with state regulations.
Conducted thorough reviews of loan documents to validate accuracy and compliance, implementing corrective actions as needed.
Analyzed monthly edit reports to identify unprocessed loans, updating records to maintain accuracy.
Reviewed force-placed insurance loans to ensure proper coverage and compliance.
Assessed loans in foreclosure, loss mitigation, and bankruptcy to determine appropriate actions.
Utilized servicing platforms to manage task queues effectively, prioritizing client inquiries and issues.
Communicated directly with clients to address escrow analysis questions and provide guidance.
Experience
2-5 Years
Level
Junior
Education
B.S. Finance
Senior Escrow Analyst Resume
Headline : Accomplished Senior Escrow Analyst with over 7 years of experience in managing high-volume escrow transactions and ensuring compliance with industry regulations. Expertise in financial analysis, discrepancy resolution, and process optimization. Dedicated to enhancing operational efficiency and delivering exceptional service to clients while fostering strong professional relationships.
Skills : Problem Solving, Attention To Detail, Negotiation Skills, Document Preparation, Financial Analysis, Risk Assessment
Description :
Ensured compliance with regulatory standards and internal policies for escrow transactions.
Developed and maintained detailed reports in Excel to monitor escrow account performance.
Collaborated with vendor partners to ensure compliance with lender-placed insurance processes.
Analyzed mortgage documents and system reports to accurately manage escrow accounts.
Provided expert support to internal and external clients on escrow-related inquiries.
Conducted regular audits of vendor information to maintain accurate records.
Oversaw escrow oversight reviews to ensure proper rate application and system setup.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Escrow Analyst Resume
Summary : Experienced Escrow Analyst with 10 years of expertise in managing multifaceted escrow accounts and ensuring strict adherence to regulatory compliance. Proficient in financial analysis, addressing discrepancies, and optimizing processes to enhance client satisfaction. Driven to leverage my extensive knowledge to contribute to organizational success and foster strong client relationships.
Skills : Microsoft Office Suite, Real Estate Transactions, Process Improvement, Software Proficiency, Multi-tasking, Confidentiality
Description :
Conducted comprehensive monthly escrow analyses in accordance with established CMS protocols.
Investigated and resolved over 250 discrepancies during trial analyses, collaborating with tax and insurance vendors.
Managed the review and disbursement of surplus checks to borrowers, ensuring timely processing.
Monitored non-escrow loans with negative advances, implementing corrective actions to safeguard lender interests.
Addressed inquiries from the CMS Customer Service team regarding escrow accounts, maintaining clarity and accuracy.
Consistently maintained attendance to meet essential departmental responsibilities.
Oversaw team functions, ensuring accurate disbursements and thorough auditing of completed work.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Escrow Operations Analyst Resume
Objective : Accomplished Escrow Operations Analyst with 5 years of experience in overseeing complex escrow transactions and ensuring regulatory compliance. Expert in financial data analysis, discrepancy resolution, and maintaining accurate records. Driven to enhance operational efficiency and deliver exceptional client service, contributing to the overall success of the organization.
Managed escrow analysis statements for clients, ensuring accuracy and compliance with industry standards.
Prepared comprehensive documentation for customer inquiries and requests.
Conducted thorough research on customer escrow transactions, addressing significant payment fluctuations.
Provided expert assistance to clients regarding escrow-related questions and concerns.
Collaborated with tax and insurance departments to resolve complex escrow issues.
Coordinated with various mortgage servicing departments to ensure seamless operations.
Processed and mailed surplus checks to clients promptly and accurately.
Experience
2-5 Years
Level
Consultant
Education
B.S. Finance
Escrow Analyst Resume
Summary : With a decade of experience as an Escrow Analyst, I excel in managing diverse escrow accounts while ensuring compliance with financial regulations. My expertise includes thorough financial analysis, discrepancy resolution, and process optimization. I am committed to enhancing operational efficiency and delivering exceptional service, driving both client satisfaction and organizational success.
Skills : Document Management, Organizational Skills, Data Entry, Conflict Resolution, Accounting Principles, Microsoft Excel
Description :
Managed a portfolio of loans valued at approximately $300MM, ensuring accurate escrow account maintenance.
Established and updated escrow accounts utilizing the AFS Bank system to maintain compliance.
Processed tax payments for all escrowed accounts, ensuring timely disbursements and compliance with regulations.
Collaborated with third-party vendors to facilitate tax payments for existing customers, enhancing service delivery.
Recognized for leadership potential through nomination for a department peer leadership role, facilitating communication with senior management.
Led the internal Activities Committee, organizing fundraising events that fostered team cohesion and community engagement.
Ensured accurate setup of tax and insurance escrow lines in the Fiserv system, verifying data integrity from prior servicers.
Experience
10+ Years
Level
Executive
Education
BBA
Escrow Services Analyst Resume
Objective : Proficient Escrow Services Analyst with two years of experience in managing escrow accounts and ensuring compliance with financial regulations. Adept at analyzing account data, resolving discrepancies, and maintaining accurate records. Passionate about enhancing operational efficiency and delivering exceptional client support to drive organizational success.
Managed escrow accounts, ensuring compliance with regulatory standards and timely disbursements.
Analyzed financial data to identify discrepancies and resolved issues promptly.
Maintained meticulous records of transactions and communications with clients and vendors.
Collaborated with insurance vendors to ensure accurate policy updates and cancellations.
Reviewed and responded to external audit requests, compiling necessary documentation.
Conducted quality control reviews, providing constructive feedback to team members.
Processed force place hazard insurance premiums and managed exceptions effectively.
Experience
0-2 Years
Level
Fresher
Education
BS Finance
Escrow Analyst Resume
Headline : Accomplished Escrow Analyst with 7 years of experience in managing complex escrow transactions and ensuring regulatory compliance. Expertise in financial data analysis, discrepancy resolution, and risk management. Committed to enhancing operational efficiency and delivering superior client services, driving organizational growth and client satisfaction.
Conducted thorough research on accounts flagged during quality control reviews, addressing policy exceptions promptly.
Provided comprehensive documentation to clarify observations and suggested corrective actions on identified discrepancies.
Responded to audit requests by gathering required documentation and ensuring timely submissions.
Documented research findings and recommended process enhancements for improved account management.
Assisted in compiling data for vendor scorecards and participated in vendor performance reviews.
Supported acquisition and sales activities through detailed escrow analysis and reporting.
Maintained accurate records of all escrow transactions, ensuring compliance with industry regulations.
Experience
5-7 Years
Level
Executive
Education
BBA
Escrow Analyst Resume
Summary : Seasoned Escrow Analyst with a decade of experience in managing intricate escrow accounts and ensuring regulatory compliance. Skilled in financial analysis, resolving discrepancies, and enhancing operational workflows. Committed to delivering exceptional client service and optimizing processes to drive organizational success and satisfaction.
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