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Analyst - Escrow Operations - Tax
Houston, TX
Job Description
Description: The Analyst will be responsible for ensuring the real estate taxes for the collateral of each loan are current by preparing escrow disbursements and obtaining proof of payment. The Analyst must demonstrate diligence, organization, analytical orientation, and the initiative to work in an independent and reliable manner. The Servicing Analyst adds value to the Servicing Platform by ensuring quality and timely completion of various duties as required by each Lender's servicing agreements. This position will work with both internal and external parties, including vendors and borrowers. Attention to detail, clear communication, and commitment to resolve issues for our client base are important skills as a representative of JLL.
Essential Functions:
Ensure each loan has all parcels associated to the collateral setup on the servicing system by reviewing the legal description and any other loan documents, as necessary.
Track the due dates for all escrowed parcels and disburse payments for tax bills prior to the due date from escrow funds; request funds from borrower and/or lender when required. Determine and request new escrow analysis, as required.
Obtain paid receipts/proof of payment for non-escrowed loans via tax service, borrower contact or tax authority within 60 days of due date.
Monitor all due dates of taxes, both escrowed and non-escrowed for delinquencies.
Monitor loan portfolio for tax exceptions such as appeals, refunds, and exemptions.
Report to Lender as required on a monthly, quarterly, or annual basis by preparing Lender forms and/or certification documentation. Collaborate with internal and external parties to obtain all required backup documentation.
Assist with special projects within Tax, Escrow Operations or Loan Operations, as necessary.
Assist internal and external customers with information requests.
Assist with internal and external audits.
Other duties as deemed necessary.
Qualifications Required:
Strong Microsoft Excel and Word proficiency
Strong math, verbal, writing, and organizational skills
Strong time management skills and ability to operate under demanding deadlines
Ability to multitask and work on several transactions simultaneously
Ability to recognize risk
Willingness and ability to learn new technology
Excellent attention to detail
Ability to audit own work
Ability to work independently and in teams
Ability to travel as needed
Required Skills: Undergraduate degree preferred with a minimum of 1 year in Real Estate, Finance, Accounting, Business or equivalent work experience in insurance or commercial mortgage banking and/or servicing with ability to recognize and mitigate risk; meticulous, ability to multi-task and manage deadlines, strong customer service skills (written and verbal). Experience with Precision Loan Management is not required but would be beneficial.
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
Essential Functions:
Ensure each loan has all parcels associated to the collateral setup on the servicing system by reviewing the legal description and any other loan documents, as necessary.
Track the due dates for all escrowed parcels and disburse payments for tax bills prior to the due date from escrow funds; request funds from borrower and/or lender when required. Determine and request new escrow analysis, as required.
Obtain paid receipts/proof of payment for non-escrowed loans via tax service, borrower contact or tax authority within 60 days of due date.
Monitor all due dates of taxes, both escrowed and non-escrowed for delinquencies.
Monitor loan portfolio for tax exceptions such as appeals, refunds, and exemptions.
Report to Lender as required on a monthly, quarterly, or annual basis by preparing Lender forms and/or certification documentation. Collaborate with internal and external parties to obtain all required backup documentation.
Assist with special projects within Tax, Escrow Operations or Loan Operations, as necessary.
Assist internal and external customers with information requests.
Assist with internal and external audits.
Other duties as deemed necessary.
Qualifications Required:
Strong Microsoft Excel and Word proficiency
Strong math, verbal, writing, and organizational skills
Strong time management skills and ability to operate under demanding deadlines
Ability to multitask and work on several transactions simultaneously
Ability to recognize risk
Willingness and ability to learn new technology
Excellent attention to detail
Ability to audit own work
Ability to work independently and in teams
Ability to travel as needed
Required Skills: Undergraduate degree preferred with a minimum of 1 year in Real Estate, Finance, Accounting, Business or equivalent work experience in insurance or commercial mortgage banking and/or servicing with ability to recognize and mitigate risk; meticulous, ability to multi-task and manage deadlines, strong customer service skills (written and verbal). Experience with Precision Loan Management is not required but would be beneficial.
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
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