Agency Operations Associate - Real Estate Tax & Escrow Analysis
Core
Safeguard firm collateral by ensuring accurate and timely management of property tax obligations and escrow accounts within the Agency Finance servicing portfolio.
Role type
Associate, operational finance specialist (real estate tax & escrow)
Builds
Accurate tax payment records, compliant escrow analysis statements, and resolved delinquencies for multifamily loan portfolios
Domain
Real Estate Finance / Loan Servicing / GSE Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Tax payment administration, delinquency management, escrow analysis, data reconciliation, audit support, borrower communication
Preferred skills
Commercial bank operations, loan servicing, risk, compliance, GSE experience
Technologies
Strategy, TaxQ
Responsibilities
Monitor tax payment due dates and facilitate timely payments; manage delinquent tax reports and tax lien sale lists; maintain accurate tax records and perform routine reconciliations; generate and validate escrow analysis letters/statements; process surplus disbursement requests and manage paid-off loan monitoring; serve as primary point of contact for borrower inquiries related to escrow and tax payments
Seniority
Entry-level to Mid-level, hands-on IC
