Teams at Leader Bank

Processes escrow disbursements for mortgage and consumer loans, including taxes, hazard insurance, and PMI. Reviews tax and escrow reports, reconciles general ledger accounts, performs loan setup quality checks, manages insurance and service-provider relationships, maintains servicing records, analyzes operational reports, and responds to client inquiries. The role also supports issue resolution, reporting, and departmental projects while maintaining accuracy and service quality.

The role involves sourcing new business for 1031 QI services, building client relationships, and facilitating tax-deferred exchanges while working independently and leveraging industry knowledge for client satisfaction.

Support the Securities-Based Lending (SBL) Solutions Desk by assisting customers and financial representatives, coordinating with Credit Risk and Operations, resolving collateral and credit issues, performing outbound client communications, preparing regulatory and management reporting, and recommending servicing improvements to senior leadership.