Tax & Insurance Escrow Manager Job at Robert Half (Chicago)

Escrow & Insurance Assistant

This long-term contract position offers the opportunity to play a key role in ma...

Location

United States , Boston, Massachusetts

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in escrow processing, insurance administration, or a related field
Comprehensive knowledge of commercial real estate and title escrow procedures
Familiarity with property tax, trust and estate tax regulations, and billing processes
Strong understanding of the Real Estate Settlement Procedures Act (RESPA) and compliance requirements
Proficiency in handling loan administration and private insurance tracking
Exceptional attention to detail and ability to meet strict deadlines
Effective communication and collaboration skills for working with internal and external stakeholders
Ability to analyze and reconcile financial data with accuracy

Job Responsibility

Execute quarterly escrow processing and ensure timely completion of annual escrow analysis
Monitor hazard and flood insurance policies, ensuring compliance with regulatory standards and accuracy in billing
Handle insurance tracking, including billing and payments for private insurance and other related policies
Maintain adherence to critical deadlines for escrow and insurance-related tasks
Collaborate with stakeholders to manage property tax billing and payments effectively
Review and process title escrow documents, ensuring all legal and compliance standards are met
Oversee the implementation of Real Estate Settlement Procedures Act (RESPA) guidelines within escrow operations
Support loan administration activities, focusing on commercial real estate transactions
Conduct audits and reconciliations to ensure data accuracy in escrow accounts
Provide guidance and expertise on trust and estate property tax matters

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Real Estate Paralegal

A respected Chicago-based law firm is seeking an experienced Real Estate Paraleg...

Location

United States , Chicago

Salary:

75000.00 - 90000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree or paralegal certification preferred
3+ years of experience supporting real estate transactions, including exposure to acquisitions, financing, leasing, and development work within a professional services or corporate environment
Notary commission or ability to obtain licensure preferred
Strong analytical and organizational skills with exceptional attention to detail
Ability to manage multiple priorities in a fast-paced environment and adapt to changing deadlines
Demonstrated problem-solving skills and ability to work independently with limited supervision
Professional communication skills, both written and verbal, with the ability to interact effectively with internal teams and external stakeholders
Comfort working with numerical data and transactional calculations
Proficiency in standard business software, including advanced use of word processing and spreadsheet tools, as well as online research platforms
Flexibility to work extended hours as needed to meet transaction deadlines

Job Responsibility

Assist attorneys in reviewing contracts, inspection materials, and due diligence documentation
Facilitate the ordering and review of title commitments, surveys, and related documents
communicate with third-party providers to resolve discrepancies
Track and manage transaction timelines, including critical dates and closing checklists
Coordinate escrow arrangements and facilitate the transfer or deposit of funds with appropriate parties
Support closing processes by preparing conveyance documents, settlement statements, and related transaction materials
Obtain and organize required documentation for closings, such as tax records, insurance certificates, zoning documentation, and payoff statements
Oversee post-closing tasks, including preparation of closing files, binders, and tracking outstanding deliverables
Draft correspondence, memoranda, and preliminary transactional documents for attorney review
Prepare amendments, agreements, lease documents, and supplemental transaction materials (e.g., estoppel certificates)

Fulltime

Loan Servicing Specialist I

We are looking for a detail-oriented Loan Servicing Specialist I to support a Fi...

Location

United States , San Antonio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 5 years of experience in loan servicing, including exposure to payment processing, escrow administration, insurance tracking, or related loan operations
Strong understanding of consumer and commercial loan servicing practices, banking regulations, and internal compliance expectations
Experience working with loan servicing platforms and banking software, with solid Microsoft Excel skills for tracking, review, and reporting tasks
Demonstrated ability to manage complex servicing situations such as payoff calculations, account adjustments, loan changes, and escalated customer inquiries
High attention to detail with strong analytical, recordkeeping, and problem-solving abilities
Effective written and verbal communication skills with the ability to collaborate across departments and work with external partners

Job Responsibility

Handle a range of loan servicing transactions, including complex payment applications, payoff activity, principal reductions, advances, adjustments, and participation-related entries with a high degree of accuracy
Oversee insurance servicing by monitoring coverage, updating policy information, coordinating renewals, and addressing lender-placed insurance needs when required
Perform detailed escrow administration tasks such as account analysis, tax and insurance disbursement processing, and ongoing balance reviews to maintain account accuracy
Maintain and update loan and borrower information within servicing systems, complete reviews for newly booked and renewed loans, and help preserve strong data integrity
Process specialized account changes such as modifications, extensions, deferments, and re-amortizations while ensuring documentation and system records remain current
Review loan files and servicing data to identify discrepancies, support internal control standards, and help ensure adherence to regulatory and investor requirements
Prepare scheduled and on-demand servicing reports for leadership, audit requests, and compliance-related needs
Address escalated borrower questions involving payment research, account status, escrow concerns, and payoff calculations through clear and timely follow-up
Partner with teams across lending, credit, compliance, and operations, as well as third-party vendors, to investigate issues, support audits, and improve servicing workflows
Provide day-to-day guidance and quality support to less experienced team members while contributing to process improvement efforts and other assigned duties

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
Free online training

Fulltime

Real Estate Paralegal

Position Overview: A respected Chicago-based law firm is seeking an experienced ...

Location

United States , Chicago

Salary:

75000.00 - 90000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree or paralegal certification preferred
3+ years of experience supporting real estate transactions, including exposure to acquisitions, financing, leasing, and development work within a professional services or corporate environment
Notary commission or ability to obtain licensure preferred

Job Responsibility

Assist attorneys in reviewing contracts, inspection materials, and due diligence documentation
Facilitate the ordering and review of title commitments, surveys, and related documents
communicate with third-party providers to resolve discrepancies
Track and manage transaction timelines, including critical dates and closing checklists
Coordinate escrow arrangements and facilitate the transfer or deposit of funds with appropriate parties
Support closing processes by preparing conveyance documents, settlement statements, and related transaction materials
Obtain and organize required documentation for closings, such as tax records, insurance certificates, zoning documentation, and payoff statements
Oversee post-closing tasks, including preparation of closing files, binders, and tracking outstanding deliverables
Draft correspondence, memoranda, and preliminary transactional documents for attorney review
Prepare amendments, agreements, lease documents, and supplemental transaction materials (e.g., estoppel certificates)

Fulltime

Loan Processing Specialist

We are looking for a detail-oriented Loan Processing Specialist to join our team...

Location

United States , Perth Amboy

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in loan processing, preferably within escrow, insurance, or loan servicing support
Working knowledge of escrow accounts, including the handling of property-related insurance and tax-related payment activity
Experience managing insurance invoices, premium disbursements, or related payment adjustment processes
Ability to communicate professionally with insurance agents, agencies, and internal stakeholders
Proficiency in Microsoft Word, Excel, and Office applications for documentation and tracking
Strong attention to detail, organization, and customer service skills in a regulated banking environment

Job Responsibility

Manage escrow-related loan processing tasks
Prepare and distribute checks, invoices, and related documentation accurately and within required timelines
Communicate with insurance agents and agencies to clarify billing details, resolve discrepancies, and confirm payment status
Monitor outstanding insurance items and follow up with external partners to ensure timely completion of required actions
Process incoming mail and organize supporting documents needed for loan servicing and escrow administration
Review payment adjustment requests and update loan records with accuracy and attention to compliance standards
Support daily servicing operations by maintaining complete documentation and assisting with routine administrative loan processing activities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Full Charge Bookkeeper – Luxury Real Estate Development

We are seeking an experienced Full Charge Bookkeeper to support a small, highly ...

Location

United States , Stamford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience in full-charge bookkeeping or full-cycle accounting
Prior experience in real estate development, construction, architecture, or luxury services strongly preferred
Solid understanding of job costing, project accounting, and multi-entity structures
Experience with accounting software (construction or real estate systems a plus)
Payroll experience, either in-house or via third-party providers
Exceptional attention to detail and accuracy
High level of professionalism, discretion, and confidentiality
Ability to work independently in a small, hands-on environment
Strong communication skills and comfort working directly with ownership

Job Responsibility

Oversee all day-to-day bookkeeping activities for development and related entities
Manage accounts payable and receivable, including vendor invoices, retainers, and client billings
Maintain the general ledger and chart of accounts across multiple projects or entities
Perform bank, credit card, and escrow account reconciliations
Process payroll and coordinate with third-party payroll and tax providers
Support month-end and year-end close activities
Track project-level costs across custom home builds, including construction, design, and professional services
Monitor budgets, draws, and cash flow for active projects
Assist with job costing, variance tracking, and financial reporting by project
Support lender, investor, or ownership reporting as required

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Property Accountant

We are looking for a skilled Property Accountant to join our team on a contract-...

Location

United States , White Plains

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Solid understanding of generally accepted accounting principles (GAAP) and financial data analysis
Proficiency in accounting software, such as Yardi Voyager, is preferred
Strong computer skills, including expertise in Microsoft Excel, Outlook, and Word
Minimum of 5 years of accounting experience in a related field
Excellent written and verbal communication abilities
Ability to work independently while contributing to a collaborative team environment
Strong analytical and project management skills, with a focus on prioritizing tasks and meeting deadlines
Attention to detail and problem-solving capabilities, ensuring accuracy in all financial processes

Job Responsibility

Perform daily accounts payable tasks, ensuring compliance with controls such as insurance and lien waivers
Reconcile operating and security deposit bank accounts on a monthly basis
Collaborate with the team to develop annual budgets and accurately code invoices throughout the year
Prepare and maintain recurring monthly journal entries for prepaid insurance and real estate taxes
Generate monthly budget variance reports, conducting analyses to address discrepancies
Issue tenant billings for common area maintenance and real estate tax recoveries
Prepare reserve requests from lender accounts as needed
Reconcile escrow balances reflected on monthly mortgage statements
Create ad hoc reports, cash flow projections, and assist with lender and partnership reporting
Support annual processes, including 1099 generation and other assigned duties

What we offer

Annual bonuses
Summer hours
Access to wellness facilities
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Staff Accountant

We are looking for a detail-oriented Staff Accountant to join our team in Lewisv...

Location

United States , Lewisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
Proven experience with corporate tax, sales tax, and corporate tax return preparation
Strong knowledge of journal entries and general ledger management
Familiarity with financial reporting and analysis processes
Proficiency in accounting software and Microsoft Excel
Exceptional attention to detail and problem-solving skills
Ability to manage multiple priorities and meet deadlines
Excellent communication and interpersonal abilities

Job Responsibility

Manage the month-end close process for a portfolio of properties, ensuring timely and accurate financial reporting
Conduct and review reconciliations for both operating and escrow bank accounts
Prepare and post journal entries, along with making necessary accounting adjustments
Analyze financial statements to identify discrepancies and implement solutions effectively
Generate and distribute financial reports, including monthly, quarterly, and ad hoc reports, for stakeholders
Collaborate on budgeting, forecasting, and internal financial analysis initiatives
Maintain accounting schedules for depreciation, amortization, taxes, insurance, and escrow
Provide documentation and support for audits, cost certifications, and tax filings
Monitor cash flow and prepare weekly reports for executive leadership review
Ensure timely processing of payments such as mortgages, utilities, payroll, and reimbursements

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

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Tax & Insurance Escrow Manager

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