P&C insurance agent promoting and selling property and casualty coverage to clients. Developing business partnerships and providing excellent client service in Québec areas.
About the role
- Senior Escrow & Insurance Specialist focused on managing escrow and insurance processes at Customers Bank. Driving improvements across loan operations in a high-pressure environment.
Responsibilities
- Serve as a senior subject-matter expert for escrow administration and insurance compliance across loan portfolios.
- Provide immediate, hands-on support to stabilize escrow and insurance processes, mitigate risk, and address operational backlogs or breakdowns.
- Review, validate, and resolve complex or high-risk insurance and escrow exceptions, ensuring compliance with credit policy, regulatory requirements, and internal standards.
- Partner closely with Loan Operations, Credit, Risk, Compliance, and Technology teams to align data, documentation, and controls across systems.
- Support audit readiness by identifying gaps, preparing documentation, responding to findings, and assisting with remediation efforts related to escrow and insurance.
- Identify root causes of recurring issues and recommend practical process improvements to enhance accuracy, timeliness, and sustainability.
- Contribute to the development and refinement of procedures, controls, and workflows within escrow and insurance functions.
- Assist in training, mentoring, and supporting team members by sharing expertise, best practices, and guidance—without formal people-management responsibility.
- Participate in special projects, system enhancements, and workflow optimization efforts tied to collateral, insurance, and escrow management.
- Leverage automation, reporting, and data tools where appropriate to improve visibility, tracking, and exception management.
Requirements
- 7–10 years of comprehensive experience in commercial or consumer banking operations, with a strong background in collateral management, insurance compliance, and loan servicing.
- Proven ability to lead teams, ensure regulatory adherence, and implement technology-driven improvements that enhance accuracy and operational performance.
- Deep understanding of insurance requirements, escrow administration, and related compliance obligations across commercial and/or consumer loan products.
- Strong familiarity with regulatory expectations (OCC, FDIC, CFPB) and internal risk management standards.
- Practical experience identifying operational gaps and driving process stabilization and improvement.
- Solid grasp of loan systems, document management platforms, and collateral/insurance tracking tools.
Benefits
- Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Reinsurance Analyst part of risk management team managing accounting and reporting tasks. Collaborating with insurance companies to ensure accurate financial information.
Sachbearbeiter im Bereich Krankenversicherung klärt Erstattungsansprüche unserer Kunden. Überprüfung von Leistungsunterlagen und Kommunikation mit Leistungserbringern im hybriden Arbeitsumfeld.
Analyst, Insurance at TYLin supporting global insurance program management and execution with compliance and risk team. Driving continuous improvement and leveraging technology in a fast - paced environment.
Client Coordinator assisting Client Executive and team in servicing and retaining commercial business insurance. Working in a collaborative team to manage tasks and marketing for new accounts.
Client Specialist managing business insurance solutions at Marsh McLennan Agency. Servicing and growing commercial accounts while collaborating with the Account Director/Executive.
Property and casualty insurance agent serving clients and selling insurance products across multiple channels. Analyzing client needs and managing business relationships with insurance offerings.
Senior Sales Manager responsible for acquiring new clients and developing strategic accounts in the insurance sector in Germany and Austria.
Support role handling health insurance reimbursement issues and customer inquiries at uniVersa. Engaging with customers and service providers in a hybrid working environment.
Information Assurance Specialist ensuring compliance with RMF, ATO, and federal cybersecurity requirements in a classified environment. Leading security assessments and briefings on cyber risk and compliance.