Prosperity Bank · 23 hours ago
Tax Escrow Manager (Full Time) - Plano Ops
Plano, TX, US
Full-time
Onsite
Mid LevelProsperity Bank is a financial institution seeking a Tax Escrow Manager to oversee the management of escrowed and non-escrowed taxes. The role involves managing a team, ensuring compliance with policies and procedures, and preparing financial reports related to tax payments.
BankingFinancial Services
Responsibilities
Management of a 3rd party vendor that pertains to the monitoring of taxes
Manage a team of and Senior Escrow Specialists directly in multiple physical sites
Train new escrow team members and be the Subject Matter Expert for all processes and procedures
Prepare daily, weekly, and monthly reports to monitor taxes to ensure all taxes are paid and tracked timely and accurately
Maintain, monitor, and reconcile daily financial transactions
Execute all live checks as needed and work with the print vendor on any changes to the check printing
Monitor and approve all financial transactions from the escrow team for keyboarding and branch capture
Work with Escrow Manager for any core system releases and testing
Conduct periodic meetings with all escrow teams together and on a one-on-one basis
Write policy and procedures and job aids
Follow all compliance and regulatory guidelines and procedures
Handle any escalated internal or external customer issues
Conduct periodic audits on existing processes
All other tasks and duties as assigned
Approve timesheets
Manage a team of Escrow Admins, Escrow Specialists and Senior Escrow Specialists directly in multiple sites
Prepare and deliver yearly reviews
Qualification
Required
High School Diploma, GED or equivalent
Thorough knowledge of Microsoft Excel and Microsoft Word. The ability to maintain and create spreadsheets and customer correspondence
Thorough knowledge of how escrow accounts work and how to calculate escrow analysis
Thorough knowledge of property taxes and insurance and basic flood insurance requirements
Basic understanding of RESPA and Regulations as it pertains to escrow
Proficient computer skills
Must be able to handle and resolve high volumes of work and meet strict deadlines
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write detailed correspondence
Ability to speak effectively and clearly in response to internal and external customer requests and inquiries
Must be a critical thinker and able to analyze situations and escalate to management as needed and the ability to make decisions based upon policy and procedure
Highly organized and self-motivated
Excellent verbal and written skills
Have a strong knowledge of spreadsheet software and word processing software
Needs to have a strong attention to detail and be able to perform multiple tasks under pressure
Tact in dealing with customers and employees, and experience liaising with varied bank departments to resolve issues
Ability to effectively write policy and procedures
Ability to effectively train new and existing employees on any new processes or changes to processes
Must be able to communicate effectively with all levels of management, outside vendors, and insurance agents and direct reports
Able to hear average or normal conversations and receive ordinary information
Movements frequently and regularly required using the wrists, hands, and/or fingers
Average, ordinary, visual acuity necessary to prepare or inspect documents
Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally
Ability to withstand moderate physical activity throughout the workday
Ability to apply common sense understanding to carry out detailed written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Ability to maintain attention and concentration for extended periods of time
Ability to work in a very fast paced environment with multiple priorities and deadlines
Must possess the ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to read and understand procedures and department guidelines
Ability to prepare memos, reports, using proper punctuation, spelling, and grammar
Compose emails which clearly outline situations that could be complex in nature in a professional manner
Company
Prosperity Bank
Prosperity Bank offers a variety of traditional loan and deposit products to its customers.
Founded in 1984
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Shelby
DFW Area President
Mays Davenport
Director of Corporate Strategy
Recent News
2026-01-03
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2025-11-05
2025-10-30
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