Customers Bank
Escrow Specialist
Malvern, PA, USA
Work authorization requiredDetected 70 days ago
ReactSalesforceExcelOrganizational SkillsMicrosoft Office
About the role
- Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors.
- By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
- We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
Responsibilities
- Manage escrow account setup, maintenance, and monitoring across loan portfolios
- Perform escrow analyses to ensure adequate funding for tax and other obligation requirements
- Maintain accurate system records and audit-ready documentation
- Support KPI reporting and portfolio performance analysis
- Ability to perform escrow analysis calculations (shortage/surplus, projections)
- Strong organizational skills with the ability to manage high-volume workflows
- Ability to communicate effectively with internal teams and external partners
- At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun.
- We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success.
Requirements
- Must be legally eligible to work in the United States without sponsorship, current or future, to be considered.
Nice to have
- Strong understanding of escrow processes, including tax and obligation tracking
- Knowledge of loan servicing systems and escrow-related GL impacts
- Experience identifying and resolving reconciliation breaks and exceptions
- Familiarity with property tax cycles and obligation disbursement timelines
- Analytical mindset with attention to detail and accuracy in financial data
- 3-5+ years of experience in Loan Operations: (escrow, servicing, or related functions preferred)
Skills
- Knowledge of core banking/loan servicing systems (IBS Insight preferred)
- Familiarity with Salesforce or similar workflow/case management tools
- Proficiency in Microsoft Office, especially Excel (pivot tables, reconciliations, tracking logs)
- Experience with reporting tools and data extracts
- Working knowledge of AI tools (CoPilot, ChatGPT) for workflow efficiency and data validation
- Diversity Statement:
- Step into your future with us!
- Let's take on tomorrow.
Benefits
- Our vision, mission, and values guide us along our path to achieve excellence.
- We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion.
Company info
- We always ground our innovation in our deep experience and strong financial foundation, so we are a partner you can trust.
- They define who we are as an organization and as individuals.
- Everyone is encouraged to have personal development plans.
- Who is Customers Bank?
- Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets.
- At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers.
Equal opportunity
- Customers Bank is an equal opportunity employer.
Visa & Work Authorization
- Must be legally eligible to work in the United States without sponsorship, current or future, to be considered.
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This listing is sourced directly from Customers Bank's careers page and normalized into a canonical job model.