Tax Escrow Manager Plano Ops

Overview

External Applicants: Please apply through Prosperity Bank's Career Center at  Applying through any other source may prevent Prosperity from receiving your application.

Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.

Prosperity Bank is an Equal Opportunity Employer.

Responsible for the management of escrowed and non-escrowed taxes for the Bank and ensuring all policy and procedures are followed which includes any regulatory and internal guidelines.

• Management of a 3rd party vendor that pertains to the monitoring of taxes.
• Manage a team of and Senior Escrow Specialists directly in multiple physical sites.
• Train new escrow team members and be the Subject Matter Expert for all processes and procedures.
• Prepare daily, weekly, and monthly reports to monitor taxes to ensure all taxes are paid and tracked timely and accurately.
• Maintain, monitor, and reconcile daily financial transactions.
• Execute all live checks as needed and work with the print vendor on any changes to the check printing.
• Monitor and approve all financial transactions from the escrow team for keyboarding and branch capture.
• Work with Escrow Manager for any core system releases and testing.
• Conduct periodic meetings with all escrow teams together and on a one-on-one basis.
• Write policy and procedures and job aids.
• Follow all compliance and regulatory guidelines and procedures.
• Handle any escalated internal or external customer issues.
• Conduct periodic audits on existing processes.
• All other tasks and duties as assigned.

• Approve timesheets.
• Manage a team of Escrow Admins, Escrow Specialists and Senior Escrow Specialists directly in multiple sites.
• Prepare and deliver yearly reviews.

Education/Certification:

• High School Diploma, GED or equivalent

Required Knowledge

• Thorough knowledge of Microsoft Excel and Microsoft Word. The ability to maintain and create spreadsheets and customer correspondence.
• Thorough knowledge of how escrow accounts work and how to calculate escrow analysis.
• Thorough knowledge of property taxes and insurance and basic flood insurance requirements.
• Basic understanding of RESPA and Regulations as it pertains to escrow.

Experience Required

• Proficient computer skills

Skills/Abilities

• Must be able to handle and resolve high volumes of work and meet strict deadlines.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write detailed correspondence.
• Ability to speak effectively and clearly in response to internal and external customer requests and inquires.
• Must be a critical thinker and able to analyze situations and escalate to management as needed and the ability to make decisions based upon policy and procedure.
• Highly organized and self-motivated.
• Excellent verbal and written skills.
• Have a strong knowledge of spreadsheet software and word processing software.
• Needs to have a strong attention to detail and be able to perform multiple tasks under pressure.
• Tact in dealing with customers and employees, and experience liaising with varied bank departments to resolve issues.
• Ability to effectively write policy and procedures.
• Ability to effectively train new and existing employees on any new processes or changes to processes.

Talking: Must be able to communicate effectively with all levels of management, outside vendors, and insurance agents and direct reports.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents

Physical Strength: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally.

(Almost all office jobs.)

Ability to withstand moderate physical activity throughout the workday.

None: Must be in the office and cannot work remotely

Ability to handle low to moderate noise levels.