September 19, 2021

Rep, Tax & Insurance


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Job Title: Rep, Tax & Insurance
Location: Lakewood, CO
Hiring Company: FirstBank
Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 110 branch locations across Colorado, Arizona and California. Its growth can be attributed to one simple philosophy: do right by customers, communities and employees, which is at the center of the company’s “banking for good” mantra. FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team!
**A Brief Overview**
The Tax and Insurance Representative is an entry level position that will allow you to play an essential part on our Loan Servicing team. The Tax and Insurance Representative protects FirstBank’s collateral and our borrowers’ assets by monitoring, disbursing, and analyzing taxes and insurance for consumer and commercial loans. This Representative will work in a team environment with opportunities to assist customers and communicate with stakeholders.
**What you will do**
+ Work with insurance agents via phone and e-mail to verify and obtain insurance policies
+ Evaluate escrow accounts for property taxes and various types of insurance (homeowners, flood, private mortgage insurance, etc.)
+ Research and follow up on missing, incorrect, or inadequate documentation
+ Answer phone calls from customers and other employees regarding taxes and insurance on consumer and commercial loans
+ Track and process loss draft occurrences, expired insurance, canceled insurance, force placed insurance, and annual tax verification with the applicable procedures and regulation
+ Perform and review escrow analysis in compliance with applicable rules and regulations
+ Answer questions about escrow analysis from various stakeholders
+ Complete disbursement of insurance payments on escrowed loans
+ Process private mortgage insurance removal in compliance with the applicable procedures and regulations
+ Process the adding and waiving of escrowed items of mortgages upon request
+ Review new loans to verify tax and insurance escrows are set up properly
+ Perform other duties and projects as assigned
+ Understand and comply with all provisions of the Safety in the Workplace policy
**Minimum Requirements**
+ Entry-level job with little or no prior relevant work experience in the function
**Preferred Requirements**
+ Experience with balancing transactions
+ Prior insurance or property tax experience
**Knowledge, Skills, and Abilities**
+ Proficient written and verbal communication skills,
+ Proficient in Microsoft Office (Word, Excel, & Outlook),
+ Ability to learn and comply with applicable regulations and bank policies,
+ Ability to learn and navigate various bank and loan applications and systems,
+ Ability to work in a collaborative team environment,
+ Proficient time-management and organizational skills,
+ Ability to think critically and solve basic problems,
+ Ability to multi-task and meet strict deadlines,
+ Strong attention to detail,
**Working Conditions and Physical Requirements**
+ Frequently remains stationary throughout a typical business day
+ Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
+ Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
+ Occasionally positions self to access drawers and shelves of various heights
+ Frequently reaches for and handles paperwork and files
+ Constantly communicates with customers, coworkers, and management in-person and on the phone
+ Must be able to exchange accurate information
**Salary Range**
$15.85 Per Hour to $21.50 Per Hour
**Statement of Benefits**
FirstBank offers a suite of benefits that support our employees’ professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
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 60-1.35(c)

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