• Assess cash requirements to determine when investor funding and investor distributions are needed • Reconcile daily cash transactions • Process routine and non-routine payments on behalf of the funds including expense payments, tax payments, and internal cash transfers • Approve wire transfers and internal transfers in Treasury Management System and online banking portals • Prepare cash management reports

• Preparation of monthly, quarterly and annual financial statements. • Active participation in group consolidation, including intercompany reconciliations. • Support in preparing reports for management and investors. • Optimization and automation of existing finance processes, as well as further development of the consolidation and reporting tool LucaNet. • Support for the implementation of an ERP system and integration of new system structures into existing accounting processes. • Close cooperation with internal and external stakeholders; point of contact for auditors and tax advisors.

• Assist with indirect tax compliance across multiple domains, including Sales and Use tax, VAT, and Property tax. • Research and prepare indirect tax incentives and credits for various jurisdictions and large-scale projects. • Support indirect tax audits and manage refund claims to ensure financial accuracy and recovery. • Assist with mergers and acquisitions (M&A) and various strategic transactions as needed. • Play a pivotal role in technology projects, including establishing tax-related software requirements, testing, and documentation. • Support ad-hoc tasks and special projects as requested by the Senior Manager to drive department efficiency.

The Escrow Specialist is responsible for ensuring the accuracy and compliance of loan collateral coverage through extensive knowledge of mortgage escrow, insurance types, and regulatory requirements. This role involves detailed verification processes, workload support, and adherence to departmental standards. In this role, you will be responsible for making outbound calls to insurance agents and regional offices, as well as utilizing electronic resources such as websites to verify/obtain/key premium renewal coverage. Additionally, this position requires a strong understanding of reviewing historical data and various coverage types related to escrow premiums. Job Duties and Responsibilities: Verifications/Research – 70% - Read and understand insurance documents for real estate (flood, commercial, and condos) in loan history, to perform the correct task that is needed for that loan while following lender particulars and maintaining compliance regulations). - Review loan history and research what actions are needed to effectively obtain key renewal premiums. - Analyze loan level files and policies and procedures on behalf of Allied and our clients. - Review and analyze servicing reporting for escrow advances, lender placed insurance, and fee research. - Accurately verify, key, and/or memo insurance information in relation to all escrow product/coverage types (windstorm, hazard, wind, etc.). - Ensure remittance accuracy to prevent payment delays or rejections. - Update loan history based on research and documentation received (either written or verbal). - Report learning opportunities to upper management. - Conduct mortgage outbound calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage. - Conduct web inquires to insurance companies to verify insurance and process the escrow work queue images with accuracy while meeting or exceeding department benchmark. - Communicate errors or additional verification needed to lender point of contact in order to key premium. Workload Support – 20% - Escalate system related issues to leadership. - Assist supervisor with special projects. - Answer questions, correct errors, and resolve discrepancies. - Performs other duties as assigned. Professional Development – 10% - Provide guidance to employees in the organization. - Utilizing AHA platform, identify, address and communicate gaps in processes and procedures to improve efficiency and effectiveness. - Assist with training new team members. Qualifications (Education, Experience, Certifications & KSA): - High School Diploma required. - 1-2 years of directly related work experience required. - Ability to meet the department goal of achieving standard department success rates. - Ability to be able to multitask to assist the department in meeting our department SLA’s . - Receive meet standards or above on monthly audits. - Must have extensive knowledge in Mortgage Escrow. - Use of clear, concise, and effective oral communication; accurately composes written materials as required by the position. - Handle confidential information in a responsible manner. - Ability to convey thoughts in a focused and concrete manner. - Ability to identify, analyze, and resolve problems. - Adaptable to change and has the ability to make independent decisions. - Ability to prioritize and has strong organization workflow skills. - Ability to meet service level expectations. - Ability to multi-task, to maximize efficiency and follow through to completion. - Data entry and keyboard knowledge. - Ability to work independently and within a team environment to complete work assignments and meet department goals. - Professional interaction with employees, peers and customers required. - Ability to receive and provide feedback with a respectful approach. - Ability to present ideas and input to assist in workflow improvements. - Ability to remain composed and effective under pressure. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job. #LI-AB2 #LI-Remote We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. To view our privacy statement click here To view our terms and conditions click here