Post-Closing Escrow Holdback Holdback Specialist
Listed on 2026-07-09
-
Finance & Banking
Loan Servicing, Banking Operations, Mortgage Loan Originator / Advisor
Overview
Position
:
Post Closing Specialist - Escrow Holdback Specialist
Pay
: up to $19hr. d.o.e. plus benefits
Location
:
Remote OK
If living within 31 miles of Santa Ana, CA or Austin, TX will need to be able to work 4 days on‑site.
Position Summary
:
Customer Service based position. Contacting borrowers to close out Escrow holdback agreements.
- Manage and understand escrow holdback agreements and appraisal requirements.
- Oversee and monitor escrow holdback processes. Provide excellent customer service and support to customers.
- Manage the escrow repairs email inbox/group. Order and coordinate final property inspections.
- Resolve customer service issues, including providing incentives when appropriate.
- Process and coordinate Fed Ex shipments on a regular basis.
- Complete check request forms accurately and timely.
- Submit checks and ACH transfer requests through Accounts Payable.
- Maintain a high level of attention to detail in all tasks.
- Communicate effectively with customers, vendors, and internal teams.
- 1+ year experience with residential mortgage company
- 1+ year experience with disbursement or customer service within a mortgage company
- Experience with calling and emailing borrowers, obtaining post fund conditions
High school diploma or general education degree (GED)
Work AuthorizationMust be able to verify identity and employment eligibility to work in the U.S.
Other DutiesThis job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting;
to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION:
See in the normal visual range with or without correction. HEARING:
Hear in the normal audio range with or without correction.
[EOE/M/F/D/V. Drug‑free workplace.]
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