[Hiring] Title & Escrow Portfolio Associate @MVB

Role Description

The Title & Escrow Portfolio Associate manages and supports the Title & Escrow client portfolio through account administration, platform management, and operational coordination. This role serves as the primary operational liaison for title settlement companies, overseeing onboarding, system access provisioning, treasury product implementation, and ongoing account maintenance while ensuring compliance with regulatory requirements and internal policies.

Qualifications

• Bachelor's degree preferred; Associate's degree or equivalent banking experience required.
• 2-4 years of banking operations experience, with a focus on treasury management, digital banking platforms, and deposit account administration required.
• Demonstrated experience managing complex, multi-entity client relationships within the Title Settlement industry or a similar specialized banking vertical.
• Strong technical proficiency with core banking systems (Silverlake), digital banking platforms (Q2), and treasury management tools including Positive Pay, RDC, and wire platforms.
• Solid understanding of BSA/AML, CDD requirements, and banking regulatory compliance standards.
• Excellent written and verbal communication skills with the ability to engage clients, sales partners, and cross-functional teams effectively.
• Detail-oriented with strong organizational and problem-solving skills; ability to manage multiple concurrent priorities within established deadlines.
• Intermediate to advanced Microsoft Office skills with the ability to quickly learn proprietary banking systems.

Requirements

• Conduct end-to-end onboarding of new Title business clients, including opening operating, escrow, and money market accounts while verifying ownership structures and documentation in compliance with internal policies and regulatory mandates.
• Support the opening of Premier Money Market, MMDA, and 1031 Exchange accounts by validating client documentation, creating new account checklists, and collaborating with the Specialty Deposit team to ensure seamless onboarding.
• Process Certificate of Deposit (CD) requests by reviewing terms, verifying client authorization, and coordinating timely execution in compliance with bank policies.
• Create, configure, and maintain online banking user profiles across Q2 Console, RDC SmartPay, Centrix Positive Pay, and Q2 Central, managing multi-entity access and permissions in accordance with internal controls and compliance standards.
• Manage client credentials, technical access issues, and platform support including RDC installations, Symantec VIP token setup, and SSO enablement to ensure secure, uninterrupted client service.
• Administer Centrix Positive Pay, Remote Deposit Capture (RDC), ACH fraud prevention controls, and wire services access, ensuring accurate configuration, compliance documentation, and ongoing maintenance across client accounts.
• Coordinate annual RDC Security Assessments and maintain Positive Pay exhibits in partnership with Treasury Operations and Title clients.
• Process domestic and international wire transfers, wire returns, and recalls, including authorization validation, sanctions screening, and full documentation within Silverlake Core Banking.
• Handle stop payments, account funds transfers, and cashier's check verifications while maintaining compliance, accuracy, and proper audit trails.
• Perform Customer Due Diligence (CDD) for new and existing clients in alignment with BSA/AML regulations, utilizing Silverlake CDDQ in Synapsys for client risk assessments.
• Monitor and resolve account overdrafts, non-post exceptions, and authorized signer updates in accordance with bank policies and regulatory requirements.
• Compile and maintain Title client Monthly Average Balance Reports and conduct historical account research to support client inquiries, audits, and compliance requirements.
• Support system upgrades, Q2 platform testing, check supply fulfillment, and debit card servicing in coordination with cross-functional teams.

Benefits

• Medical, Dental and Vision Insurance
• Health Savings Account (HSA), Health Reimbursement Account (HRA) & Flexible Spending Accounts (FSA)
• Short- and Long-Term Disability Plan
• Group Life Insurance
• 401K Salary Deferral Plan
• Wellness Program
• Education & Tuition Expense Reimbursement
• PTO and Unique Vacation Purchase Program
• Nationwide Pet Insurance Coverage