TRANSACTION PROCESSING SPECIALIST (ESCROW SPECIALIST)

Job Description

Job Description

The Management Trust

Position Title : Transaction Processing Specialist (Escrow Specialist)

Location : Corona, CA

Reporting To : Escrow Manager

Status : Non-Exempt, Full-Time

Salary : $19.00 - $24.00 per hour

COMPANY PROFILE :

The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.

EMPLOYEE OWNER POSITION PURPOSE :

The Accounting Assistant (Escrow Specialist) is responsible for supporting our team efforts while adhering to Civil Code, Association policies, and other regulatory compliance requirements. Key areas of focus include facilitating information required during a real estate transaction, account setup, reconciliation, and providing quality customer service via phone and written communication. This position plays a key role in the daily experience and wellbeing of new homeowners, real estate professionals, and fellow employee-owners.

JOB DUTIES AND RESPONSIBILITIES :

• Setup new owner accounts, reconcile account ledger, and determine proper payment application.
• Complete resale and refinance demands.
• Complete 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.
• Provide various administrative support, including, but not limited to 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.
• Work independently, with little oversight, but with accountability to executive management for the end result achieved.
• Perform any additional duties or tasks as assigned by manager.

QUALIFICATIONS :

ESSENTIAL FUNCTIONS :

SUPERVISES OTHERS? IF SO, LIST :

SCHEDULE & TRAVEL :

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.