We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position Job Title Mortgage Escrow Specialist
Job Description Summary The Escrow Specialist is responsible for administering real estate tax escrow functions within the mortgage loan servicing operation. This role serves as a subject matter expert, independently researching and resolving complex escrow-related issues while ensuring compliance with all federal, state, local, investor, and company policies and procedures.
Essential Duties and Responsibilities
Ensure accurate setup and validation of real estate tax information during loan onboarding.
Monitor, process, and ensure the timely and accurate payment of escrowed real estate taxes.
Perform scheduled escrow account analyses in accordance with bank policy, regulatory requirements, and investor guidelines.
Research and resolve customer inquiries, internal requests, and escalated issues related to escrow and real estate taxes.
Manage and maintain the relationship with third‑party tax vendors to ensure accurate reporting and tax disbursements.
Monitor delinquent real estate taxes and ensure proper resolution in compliance with applicable regulations.
Participate in special projects and perform additional mortgage servicing duties as assigned.
Additional Duties and Responsibilities
Perform other duties as assigned by Executive Management or Supervisor.
Provide consistent, high-quality customer service.
Maintain a clean and professional workstation.
Identify and recommend process improvements to management.
Complete all required compliance and regulatory training annually.
Cross‑train in all escrow‑related servicing functions.
Adhere to all company policies, procedures, and code of conduct.
Maintain professional appearance in accordance with company dress code.
Employee Qualifications Education and Experience
High School Diploma or GED (required)
Bachelor's degree or equivalent work experience (preferred)
Minimum of 5 years of mortgage escrow experience
Minimum of 5 years in a financial services or operations environment
Ability to pass background and credit check
Technical and Functional Competencies
Strong understanding of mortgage escrow, real estate tax processes, and regulatory requirements
Basic mathematical aptitude
Proficiency with computer systems and standard office software
Knowledge of MSP servicing system (preferred)
Strong written and verbal communication skills
Exceptional customer service and negotiation skills
Strong organizational, analytical, and problem‑solving abilities
Ability to exercise sound judgment and make independent decisions
Ability to work effectively in a team‑oriented, fast‑paced environment
Strong interpersonal skills with the ability to interact across all levels of the organization
Ability to use email, phone, and other communication tools effectively
Dependable, detail‑oriented, and able to meet deadlines
Demonstrates initiative and willingness to assume additional responsibilities
Ability to travel as needed
Physical Requirements This position is primarily sedentary and requires:
Prolonged sitting or standing, walking, repetitive motions, finger dexterity, and visual acuity
Occasional lifting of up to 10 pounds
Occasional stooping or kneeling Reasonable accommodations may be made for qualified individuals with disabilities.
Work Environment
Standard office environment, with occasional vendor site visits
Moderate noise level
Work Schedule
Monday through Friday (On‑site)
NOTE: This job description is not intended to be all‑inclusive. Employees may perform other related duties as assigned by supervisors to meet the ongoing needs of the organization.
All Locations Plano‑Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
#J-18808-Ljbffr
The Position Job Title Mortgage Escrow Specialist
Job Description Summary The Escrow Specialist is responsible for administering real estate tax escrow functions within the mortgage loan servicing operation. This role serves as a subject matter expert, independently researching and resolving complex escrow-related issues while ensuring compliance with all federal, state, local, investor, and company policies and procedures.
Essential Duties and Responsibilities
Ensure accurate setup and validation of real estate tax information during loan onboarding.
Monitor, process, and ensure the timely and accurate payment of escrowed real estate taxes.
Perform scheduled escrow account analyses in accordance with bank policy, regulatory requirements, and investor guidelines.
Research and resolve customer inquiries, internal requests, and escalated issues related to escrow and real estate taxes.
Manage and maintain the relationship with third‑party tax vendors to ensure accurate reporting and tax disbursements.
Monitor delinquent real estate taxes and ensure proper resolution in compliance with applicable regulations.
Participate in special projects and perform additional mortgage servicing duties as assigned.
Additional Duties and Responsibilities
Perform other duties as assigned by Executive Management or Supervisor.
Provide consistent, high-quality customer service.
Maintain a clean and professional workstation.
Identify and recommend process improvements to management.
Complete all required compliance and regulatory training annually.
Cross‑train in all escrow‑related servicing functions.
Adhere to all company policies, procedures, and code of conduct.
Maintain professional appearance in accordance with company dress code.
Employee Qualifications Education and Experience
High School Diploma or GED (required)
Bachelor's degree or equivalent work experience (preferred)
Minimum of 5 years of mortgage escrow experience
Minimum of 5 years in a financial services or operations environment
Ability to pass background and credit check
Technical and Functional Competencies
Strong understanding of mortgage escrow, real estate tax processes, and regulatory requirements
Basic mathematical aptitude
Proficiency with computer systems and standard office software
Knowledge of MSP servicing system (preferred)
Strong written and verbal communication skills
Exceptional customer service and negotiation skills
Strong organizational, analytical, and problem‑solving abilities
Ability to exercise sound judgment and make independent decisions
Ability to work effectively in a team‑oriented, fast‑paced environment
Strong interpersonal skills with the ability to interact across all levels of the organization
Ability to use email, phone, and other communication tools effectively
Dependable, detail‑oriented, and able to meet deadlines
Demonstrates initiative and willingness to assume additional responsibilities
Ability to travel as needed
Physical Requirements This position is primarily sedentary and requires:
Prolonged sitting or standing, walking, repetitive motions, finger dexterity, and visual acuity
Occasional lifting of up to 10 pounds
Occasional stooping or kneeling Reasonable accommodations may be made for qualified individuals with disabilities.
Work Environment
Standard office environment, with occasional vendor site visits
Moderate noise level
Work Schedule
Monday through Friday (On‑site)
NOTE: This job description is not intended to be all‑inclusive. Employees may perform other related duties as assigned by supervisors to meet the ongoing needs of the organization.
All Locations Plano‑Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
#J-18808-Ljbffr