Escrow Specialist

At The Management Trust, we are seeking a highly skilled and detail-oriented Escrow Specialist to join our team. As an Escrow Specialist, you will play a critical role in supporting our team efforts while adhering to Civil Code, Association policies, and other regulatory compliance requirements.

• Facilitate information required during a real estate transaction, account setup, reconciliation, and provide quality customer service via phone and written communication.
• Setup new owner accounts, reconcile account ledger, and determine proper payment application.
• Complete resale and refinance demands, lender specific questionnaires, and maintain questionnaire database.
• Point person for appraisals, demand and account updates, and violation inquiries related to an escrow transaction.
• Review governing documents and gather pertinent information to create and maintain Association profiles.
• Approve refund check requests and submit to Accounts Payable for processing. Research missing or uncashed refund checks; follow through to resolution.
• Generate new owner welcome letters.
• Handle a heavy call volume and provide various administrative support, including sorting incoming mail, data entry, filing, scanning, copying, and preparing outgoing mail.
• Represent our company with the highest degree of integrity and standards.
• Demonstrate a positive attitude and ownership mentality.

• High School Diploma (or equivalent); Associate's Degree preferred.
• Experience in accounts receivable and/or customer service – with generally with 1+ years of experience.
• Basic knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus.
• General math skills and ability to analyze information.
• Ability to meet deadlines and address time-sensitive issues.
• Superior multi-tasking skills.
• Excellent written and verbal communication.
• Ability to provide high-level customer service with astute attention to detail and organization.
• Must be a team player.
• Ability to manage workflow amid shifting priorities.
• Willing to learn Company process and procedures, and learn/use proprietary software.
• Adaptable and dependable with a solid attendance record.
• Professional and respectful demeanor with all internal and external customers at all times.

• Monday-Friday from approx. 8:00 am-5:00 pm.
• This position may require occasional long hours to meet business needs.

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.

TMT reserves the right to modify this job description at any time based on business need.