Escrow Clerk

Job Description

Job Description

Position Overview  

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Escrow Clerk to join our growing team.  

The Escrow Insurance Processor will process incoming mail by scanning the insurance documents into the system and creating a task in the MSP system. Other duties will include, but may not be limited to: typing and mailing letters; calling and emailing insurance agents and borrowers; interpreting insurance policies and loan documents; maintaining accurate records; preparing and utilizing reports; and company policies and procedures

Essential Functions:  

• Post refunds to escrow accounts
• Make Disbursements from escrow accounts
• Open and scan incoming mail
• Call Insurance companies and Agents
• Assist borrowers via email or phone
• Process yearly and or interim escrow analysis
• Calling tax collectors or navigating county websites
• Answer general insurance claim questions according to the policy and procedure
• Logging, scanning, and tracking requests in our system of record, MSP

Minimum Qualifications:  

• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
• Ability to work independently and to carry out assignments to completion within parameters of instructions given
• Must be able to type at a rate at least 50 WPM
• Excellent computer proficiency (MS Office – Word, Excel and Outlook+)
• Prior mortgage experience required

Physical Demand:  

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit at a work station for prolonged periods of time
• Must be able to physically type