- Process requests for adding new business clients to the Escrow systems as well as perform maintenance and modifications for existing client accounts on one of Peapack-Gladstone Bank's sub accounting systems.
- Provide high quality support for all Escrow accounts and systems (Agiletics online sub accounting system and SilverLake Lease Security).
- Collaborate with internal Bankers and Escrow Sales Officers to provide Escrow solutions for business clients.
- Communicate and troubleshoot system issues with fellow Escrow Operations team members and Escrow Sales.
- Provide business clients with clear and concise training utilizing Zoom, Microsoft Teams, or conference calls.
- Perform daily system reviews to confirm all client updates and modifications were performed accurately.
- Assist with special projects and other duties, as assigned
- Communicate with clients and internal personnel with the highest standards of professionalism and customer service.
- Four-year college degree or equivalent work experience preferred but not required
- Knowledge of Jack Henry systems such as Silverlake is a plus
- Excellent verbal and written communication skills given the high degree of client interaction - i.e. succinct, articulate, polished
- Solid analytical and problem-solving skills, as well as some experience with general ledger reconciliations.
- Must be reliable, organized, and detail focused
- Must be able to work independently with minimal supervision
- Ability to work effectively with individuals and teams to manage internal and external client relationships
- Strong organizational skills and the ability to manage competing priorities
- Must be able to work in a team environment
- Excellent interpersonal skills required. Teamwork is a must
- Ability to review current processes and suggest necessary enhancements
- Ability to take the initiative with the daily tasks as well as special projects
- Excellent computer skills required with good working knowledge of Microsoft Word, Excel, and Outlook
- Sitting for prolonged periods
- Driving for prolonged periods
- Bending/Standing for prolonged periods
- Walking for prolonged periods
- Reading small print
- Carrying up to 20 lbs.
- Lift up to 20 lbs.
- Push/Pull up to 20 lbs.
- Filing for prolonged periods
- Telephone for prolonged periods
- Computer for prolonged periods
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Escrow Operations Specialist - Bedminster, United States - Peapack-Gladstone Bank
Description
Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.
What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first.We are proud to be recognized for the fifth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing
Job Summary:
The Escrow Operations Specialist position is responsible for assisting Peapack-Gladstone Bank business clients with training and ongoing inquiries regarding their usage with Peapack-Gladstone Bank's escrow sub accounting system and products.
The Escrow Operations Specialist will become a subject matter expert with all escrow systems and products and will provide technical support to hundreds of business clients. Escrow accounts include but are not limited to IOLTA, IOLA, Municipal, Landlord Tenant, 1031 Exchange, Title Companies, and Attorney Trust accounts.
This cohesive team also serves as a liaison with internal Peapack-Gladstone Bank Bankers, Escrow Sales, Fraud Prevention, and many other internal teams. Professionalism, responsiveness, and clear communication are essential qualities for this position.
Responsibilities
Direct Reports:
None
Indirect Reports:
None
External and Vendor Relationships:
Qualifications
Required
Special Position Requirements
List working conditions associated with this position
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
Peapack-Gladstone Bank
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
Benefits
Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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