BUSINESS SUPPORT REP - MORTGAGE TAX & ESCROW- ...

BUSINESS SUPPORT REPRESENTATIVE (MORTGAGE TAX & ESCROW) Our Company AtFirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our clientu2019s expectations. Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you. A Brief Overview Responsible for all administrative functions bringing support to Taxes & Escrow Department. Main responsibility will be to analyze property tax for the Puerto Rico, Florida, and Eastern Caribbean Mortgage Loans. Must be able to attend, coordinate and address clients. Provide support to the customer service and production team to minimize the waiting period to assure customer satisfaction on services related to taxes, insurance and escrow requirements as needed. On occasions brings direct support to customers without the intervention of other Servicing officers. Accountable for adhering to the Banku2019s BSA, AML and Office of Foreign Asset Control (OFCA) applicable policies. Employees must follow specific unit procedures developed in compliance with the policies. The employee is also responsible for reporting any suspicious activity and/or transactions in accordance with the Banku2019s processes and complying with any mandatory BSA, AML and OFAC training assigned. What Youu2019ll Need to Succeed u00b7 Responsible for the escrow analysis for taxes and insurance for all mortgage loans. u00b7 Assure send the check of the analysis for the customer in the time by regulation with the letter. u00b7 Responsible for determining if client has property tax debt and manage adequate re payment which may require an escrow overage and a payment deficiency to the borrower. u00b7 Process transaction deposit for escrow and restricted escrow u00b7 Responsible for the payment of taxes u00b7 Process Escrow Disbursements and Monthly escrow analysis u00b7 Review Reports/Statements associated with escrow accounts u00b7 Process mail in relation to escrow accounts. u00b7 Provide excellent customer service to our internal and external customers u00b7 Organize the payment of various taxes for accurate and timely payment u00b7 Ensures property tax information is system is correct u00b7 Proactively contacts clients requesting evidence of property tax payments for loans with escrow waivers u00b7 Prepares and delivers letters notifying changes in mortgage monthly payments u00b7 Performs other duties as may be assigned by supervisor u00b7 Backup other loan operations positions as needed. u00b7 Compliance/Regulation: Responsible for following all aspects of Bank Policies and regulations u00b7 Investigate customer complaints related to escrow history and transactions. Competencies: u00b7 Strong Interpersonal communications skills u00b7 Sense of urgency and committed to deadlines u00b7 Detail and accuracy oriented u00b7 Strong skills on verbal/written communications u00b7 Fully bilingual (Spanish/English) u00b7 Ability to work under pressure u00b7 Expertise on general office work and customer service u00b7 Experience with MSP What Youu2019ll Need: u00b7 Business Administration associate degree. An equivalent combination of academic curriculum and experience could be considered for the job. u00b7 Minimum two (2) yearsu2019 experience in managing escrow and taxes for Mortgage Loans u00b7 Experience with MSP, preferable u00b7 Fully Bilingual u00b7 Computer literate in the use of MS Office. u00b7 Excellent communication skills. u00b7 Teamwork oriented. u00b7 Available to work some Saturdays and Holidays. EQUAL EMPLOYMENT OPORTUNITY EMPLOYER

Created: 2025-07-04