Cantor Fitzgerald

Analyst – Escrow Analysis / Bank Recs

Cantor Fitzgerald  •  Pennsylvania (Hybrid)  •  23 days ago
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Job Description

The Escrow Analyst is responsible for ensuring that all system and escrow reconciliations are completed accurately and on schedule. This role supports the timely onboarding of property tax records and the preparation of Initial Escrow Analyses. Additional responsibilities include ongoing updates and data integrity maintenance across multiple loan servicing applications. This position is based in Lower Gwynedd, PA and operates within a hybrid work environment.

Core Responsibilities

  • Prepare Initial Escrow Analyses for property tax and insurance prior to loan closing.
  • Establish and maintain property tax records for newly boarded loans.
  • Update and manage non-escrowed loan records as required by servicing guidelines.
  • Perform manual escrow analyses for credit facilities.
  • Execute and validate the annual escrow analysis process, including payment recalculations, shortage and surplus resolution, and borrower notifications in compliance with applicable regulatory requirements.
  • Identify, investigate, and resolve customer inquiries relating to escrow, tax, and insurance matters in a professional, accurate, and timely manner; escalate complex issues as appropriate.
  • Contribute to special projects and perform additional duties as assigned.
  • Work cohesively with our 3rd party tax provider to resolve issues/develop processes.
  • Additional duties as assigned

Skills & Attributes

  • Strong quantitative aptitude with demonstrated interest and accuracy in numerical analysis.
  • Ability to consistently meet deadlines in a high-volume, fast-paced environment.
  • Proven capacity to organize, prioritize, and manage multiple concurrent tasks effectively.
  • Advanced proficiency in Microsoft Office, with expertise in Excel.
  • Proactive approach to problem-solving with a collaborative, team-oriented mindset.
  • Excellent interpersonal skills with a track record of contributing positively within a team environment.
  • Strong verbal and written communication skills, with the ability to communicate clearly across all levels of the organization.

Requirements

  • Bachelor's degree preferred.
  • 1–3 years of related experience in loan servicing, escrow administration, or a comparable financial services environment.
  • Advanced working knowledge of Microsoft Excel, including complex formulas, pivot tables, and data analysis functions.

Working Conditions: Normal working conditions with the absence of disagreeable elements.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Cantor Fitzgerald

About Cantor Fitzgerald

Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities.

Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. In all its businesses, the firm is an acknowledged leader in developing advanced technologies to expand market access, and help clients achieve their most important financial and strategic objectives. This commitment to client-centered innovation has led to enduring relationships with many of the world’s most demanding institutional investors and corporations.

For more information please visit www.cantor.com.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York, New York
Year Founded
Unknown
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