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Business Escrow Service Associate

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Insight Global
Full Time position
Listed on 2026-08-14
Job specializations:
  • Finance & Banking
    Banking Operations, Loan Servicing
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Job Description

Insight Global is seeking a Business Escrow Services Associate for a top financial services client specializing in escrow and paying agent solutions. This individual will play a key role in supporting both internal teams and external clients by ensuring accurate payment processing, reviewing critical legal documentation, and serving as a primary point of contact for security holder inquiries. The ideal candidate is detail‑oriented, client‑focused, and experienced in escrow operations, with the ability to collaborate closely with relationship managers, attorneys, and operations teams to deliver timely and high‑quality service.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to  To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements
  • Bachelor’s degree from a four‑year college/university or equivalent relevant work experience
  • 2+ years of experience in escrow and/or paying agent roles
  • Familiarity with escrow agreements
  • Familiarity with legal documentation and entity structures
  • Experience providing escrow agreement feedback to attorneys
  • Ability to research, analyze, and resolve payment‑related issues
  • Intermediate proficiency in Microsoft Office (especially Excel)
  • Strong written and verbal communication skills
  • High attention to detail and accuracy in document review
  • Experience supporting Relationship Managers or client‑facing teams
  • Exposure to payment execution, wire verification, or reconciliation processes
  • Experience working directly with external counsel
  • Prior experience with client portals or document execution platforms
  • Background in financial services, trust, or corporate actions
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Position Requirements
10+ Years work experience
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