Job Description

Tax Procurement and Payment
• Procures tax amount data from taxing agency jurisdictions. Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions
• Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing
• Processes research requests with predetermined processing steps to determine root cause, including: research for missing payments, misapplied payments, payments from escrow, over payments at taxing authorities, verify delinquencies, obtaining current tax amounts and requesting refunds
• Follows agency guidelines and special processing instructions
• Builds Tax Lines as needed utilizing the TED table
• Validates lender payees prior to making disbursements
• Completes Tax Processing Reports accurately prior to ELD (excluding Handle Manual if applicable)
• Completes all required processing on exception reports within SLA
• Balances all disbursements prior to end of day and submit all payment back daily

Workflow Management
• Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task
• Prepares production/statistical reports to mortgage lenders and direct supervisors
• Ensures all items follow standard and all SLA’s
• Notifies Leadership when overtime or assistance is needed
Customer Service
• Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner
• Notifies business partners of reporting errors in a clear concise manner
• Maintain a positive working relationship with both internal and external business partners

Quality Control
• Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Task Research Team standards are met
• Prepares production/statistical reports as applicable
• Consistently maintains required quality scores

This position will perform other duties as assigned based on the needs of the department.

Core Competencies Required knowledge, skills and abilities

• Have a solid understanding of customer specific business rules
• Problem solving skills
• Ability to communicate effectively both orally and in writing
• Must be able to type 50 wpm
• Must have intermediate Microsoft Excel Skills (Filter, Sort, VLOOKUP and Pivot Tables)
• Ability to identify incorrect reporting from business partners
• Ability to interpret payment histories, loan conditions, notes
• Must be able to use 10 key by touch; 8k or above with 98% accuracy
• Must have intermediate knowledge of Real Estate Tax Servicing
• Must be a team player and have the ability to work in a team environment
• Must possess effective communication skills, both written and verbal
• Must be able to work in a fast paced environment
• Ability to work under time constraints and meet high priority deadlines to ensure task is processed by expected completion date

Required Education & Experience Education and experience based on requirements that are job-related and consistent with business necessity

• Minimum of one year as an Outsourcing Task Processor I
• High School Diploma or equivalent
• Experience in Microsoft Excel and Microsoft Word
• Knowledge of the LERETA online system, Black Knight (MSP) and/or Fiserv Servicing Systems
• Data Entry/Computer usage experience
• Customer Service Experience

Preferred Education & Experience Preferred education and experience based on requirements that are job-related and consistent with business necessity

• Tax Service or Mortgage Servicing experience

Salary Range: 15.74-19.00