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Post-Closing Escrow Holdback Holdback Specialist

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: New American Funding
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking Operations, Mortgage Loan Originator / Advisor
Salary/Wage Range or Industry Benchmark: 19 USD Hourly USD 19.00 HOUR
Job Description & How to Apply Below

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.

Responsibilities
  • 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.
Qualifications
  • 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
Education/Experience

High school diploma or general education degree (GED)

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties

This 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 Demands

The 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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