Banking Specialist

1 week ago


Charlotte, United States CGT Staffing Full time

Job Summary :
Administer escrow accounts, including balancing accounts to ensure accuracy of disbursements; prepares payments and reports.
Essential Duties and Responsibilities

  • Prepare wires (set up and approvals) in the banks websites for delivery as set up in each file by the closing teams.
  • Pull hourly reports from each bank site to ensure incoming wires are as timely posted in each file needed in the company production system.
  • Resolves outstanding check issues utilizing online research and communication by email and phone.
  • Print and mail checks to payees and include any required documentation needed.
  • Balance escrow accounts as needed when engaged by Recon department to review if any discrepancies are found.
  • Review loan information to ensure accuracy of disbursements.
  • Internal transfer of escrow funds to facilitate online document recordings
  • Perform other duties as assigned by management.

Minimum Education & Experience Requirements:

  • Bachelor’s degree in related field or equivalent work experience.
  • 1 + year of relevant industry experience.
  • Exposure to Escrow Closings on a National basis.
  • Experience with RamQuest closing operations system and all integration systems is preferred.

Knowledge, Skill, and Ability Requirements:

  • Ability to read and interpret documents such as underwriting guideline matrix, lender’s instructions, trust agreements, and purchase contracts.
  • Ability to follow all company procedures and policies including meeting the company customer service expectations.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving skills.
  • High-level customer service and relationship management skills.
  • Ability to productively interact with peers, customers, and management.
  • Mathematical acumen to analyze complex equations.
  • Strong time management, organizational, and planning skills, with strong attention to detail.
  • Proficiency in MS Office Suite.


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