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Tax Procurement and Payments
· 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
· Researches manages/processes open items such as missing payments, misapplied payments, and lost payments without supervision and with the ability to determine penalties
· Interprets agency payment guidelines including special payment instructions
· Audits lender payees and determine if any corrections are required
· Submits payee corrections timely
· Identifies incorrect reporting from business partner and obtain correct information to resolve research timely
· Interprets payment histories, loan conditions, notes
· 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
· Trains others on all aspects of Tax Escrow Processing
Workflow Management
· Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiencies
· Prepares production/statistical reports to mortgage lenders and direct supervisors
· Notifies Leadership when overtime or assistance is needed
· Ensures no items go out of standard or miss any SLA’s
· Assists with special projects as Supervisor and Team Lead deem necessary
· Provides backup assistance to Team Lead as necessary
· Demonstrates advanced knowledge of Lender Business Rules with the ability to manage multiple priorities
Customer Service
· Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner within the required SLA’s
· Maintains positive working relationships with both internal and external business partners
· Notifies business partners of reporting errors in a clear concise manner.
· Communicates new lender requests to management
Quality Control
· Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Disbursement Team standards are met. Communicates issues professionally and includes recommended solutions
· Prepares production/statistical reports as applicable
· Maintains the required quality scores consistently
This position will perform other duties as assigned based on the needs of the department.
Salary range: $16.96 - $22.90
Required Education and Experience:
- High School Diploma or equivalent
- Experience in Microsoft Excel and Microsoft Word
- Data entry/computer usage experience
- Customer service experience
- Minimum of two years as an Outsource Disbursement Processor II
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