Debbie,

Thank you so much.  This is very helpful. 

We access Silverlake via Xperience.  Is that what you use?  If so, would you be willing to have a brief call or provide some additional assistance as to which how you access the specific selection criteria to run separate statements?  Did you have custom work completed?  We have put in several JH tickets but have been told there is no way to run two separate files.  It would be so helpful if you could explain in a little more detail how you are running two separate files.

Thank you,

Lisa

Lisa Ciampi ● Senior Vice President
500 Hills Drive ● Suite 300 ● P.O. Box 700 ● Bedminster, NJ 07921-0700

(201) 285-6212 p ● (908) 655-7155 c ● www.pgbank.com

Member FDIC

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Annual Escrow Analysis - Loan Related - Lisa Ciampi (15 Oct 2020 15:08 UTC)

RE: Annual Escrow Analysis - Loan Related - Debbie Maycumber (15 Oct 2020 15:16 UTC)

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Annual Escrow Analysis - Loan Related by Lisa Ciampi (15 Oct 2020 15:08 UTC)
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Hi,

We are considering options to streamline the Annual Escrow Analysis process.  Currently, the Annual Escrow Analysis report that generates from Silverlake includes all clients escrow statements (shortages, overages).  We would like to outsource the printing and mailing of the escrow statements to clients in a shortage position since this only requires a statement mailing to the client.  The escrow statements to clients in an overage position we would still need to handle internally since check authorization is required.

Does anyone have suggestions on how they have streamlined this process?  We are considering a custom work request that will split the Annual Escrow Analysis run into two reports-shortages and overages.  This will make it easier to outsource a portion of the process. 

I would greatly appreciate hearing from or speaking to anyone that has ideas on how to improve the Escrow Analysis process.

Thank you,

Lisa

Lisa Ciampi ● Senior Vice President
500 Hills Drive ● Suite 300 ● P.O. Box 700 ● Bedminster, NJ 07921-0700

(201) 285-6212 p ● (908) 655-7155 c ● www.pgbank.com

     Member FDIC                                                                                                                                                                     

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RE: Annual Escrow Analysis - Loan Related by Debbie Maycumber (15 Oct 2020 15:16 UTC)
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Hi,

You should be able to execute 2 files using the specific selection criteria when requesting the statements.  I file for shortages and one file for overages.    We currently have them all outsourced, both overages and shortages and send the refund checks under separate cover with an insert to explain what the check is for.  Let me know if you have any questions.

Thank you,

Debbie

Debbie M Maycumber,

Assistant Vice President

Retail Loan Servicing Supervisor, Taxes and Insurance

Tompkins Shared Services

118 E. Seneca Street 5th floor |  PO Box 6569  |  Ithaca, NY  14851 | xxxxxx@tompkinsfinancial.com

Phone: 607.274.7430  |  Toll Free: 888.240.4539  |  Fax 607.273.0025 

Striving to Surpass Our Customers’ Expectations

From: xxxxxx@marug.simplelists.com <xxxxxx@marug.simplelists.com> On Behalf Of Lisa Ciampi
Sent: Thursday, October 15, 2020 11:09 AM
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Cc: Michele Behany <xxxxxx@pgbank.com>
Subject: [EXTERNAL] SilverLake MA-RUG Annual Escrow Analysis - Loan Related

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Hi,

We are considering options to streamline the Annual Escrow Analysis process.  Currently, the Annual Escrow Analysis report that generates from Silverlake includes all clients escrow statements (shortages, overages).  We would like to outsource the printing and mailing of the escrow statements to clients in a shortage position since this only requires a statement mailing to the client.  The escrow statements to clients in an overage position we would still need to handle internally since check authorization is required.

Does anyone have suggestions on how they have streamlined this process?  We are considering a custom work request that will split the Annual Escrow Analysis run into two reports-shortages and overages.  This will make it easier to outsource a portion of the process. 

I would greatly appreciate hearing from or speaking to anyone that has ideas on how to improve the Escrow Analysis process.

Thank you,

Lisa

Lisa Ciampi ● Senior Vice President
500 Hills Drive ● Suite 300 ● P.O. Box 700 ● Bedminster, NJ 07921-0700

(201) 285-6212 p ● (908) 655-7155 c ● www.pgbank.com

     Member FDIC                                                                                                                                                                     

CONFIDENTIAL INFORMATION: This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information.  Any unauthorized review, use, disclosure or distribution is prohibited.  If you are not the intended recipient, kindly notify the sender by immediate reply and delete all copies of the message.  Thank you.

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