Mortgage Tax & Escrow Specialist - Plano

Description: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Position Mortgage Property Tax Specialist – Plano, TX (full-time) Responsibilities Process property tax payments, ensuring timely payment of real estate taxes prior to delinquency and discount deadlines. Maintain and store all property tax batches, including checks, tax reports, and transmittals. Monitor loan portfolios to ensure property taxes remain current, maintaining a 100% reconciliation rate with the property tax vendor. Review and interpret mortgage documents, escrow accounts, and system-generated reports. Utilize tax vendor to process Customer Service Requests (CSRs), including contract updates such as parcel number changes. Perform audit comparisons between MSP system data and tax vendor data to identify and resolve discrepancies. Remain vigilant for suspicious activity, including potential fraud or money laundering, and report concerns promptly to the BSA department. Update servicing systems with accurate and timely tax-related data. Perform a variety of administrative and clerical duties, including maintaining files (simple to complex), researching information, processing departmental documents, and recording results in tracking systems. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines. Understand and participate in the Bank’s Community Reinvestment Act program. Perform other duties as assigned. Education / Experience Preferred At least 2-4 years related experience in Mortgage Servicing (taxing authority, mortgage loan processing/closing, accounts payable, accounting clerk, or banking clerk experience or similar roles) or an equivalent combination of education and experience. Thorough knowledge of mortgage lending practices. Ability to recognize, read and understand compliance documents. Strong analytical, problem-solving, and organizational skills. Good written and verbal communication skills, customer service orientation, and a positive attitude. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Benefits 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives Equal Employment Opportunity Sunflower Bank, N.A. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation, gender identity, or any other characteristic protected by law. #J-18808-Ljbffr Sunflower Bank, N.A.