TDT Open Items Senior Tax Processor

Employment Type

: Full-Time

Industry

: Miscellaneous



The TDT Senior Tax Processor prioritizes and coordinates the gathering and accurate reporting of time-sensitive real estate tax information within multi-state geographic regions. The role ensures accurate dates and information are maintained on LERETA's Agency Profile and Reporting Calendar systems and advises of unusual tax office circumstances or requirements that could endanger timely reporting. The position processes property taxes for escrowed and/or non-escrowed loans ensuring LERETA LLC and our Business Partners receive tax information timely, accurately, and in a qualitative manner. Tax Processing and Procurement * Oversees and ensures all tax bills, correspondence, and C-Service/B-Service reports received are processed timely and efficiently to meet LERETA LLC and Business Partner standards * Validates all tax bills received within the department are authenticated to ensure accuracy in transferring tax bill data to Lereta's systems * Verifies the imaging and indexing process of lender documents for accurate uploading to Lereta's WebXtender system * Processes HOA 1, 4, 5 letter distributions to borrowers and taxing agency jurisdictions to assist mortgage lenders in obtaining receipt of property tax data with effort to reduce duplicate bill fees, loss of discount, and/or penalties and interest * Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and/or customer's tax status request by effectively reporting tax status to LERETA internal and external customers * Executes on assigned tasks and recognizes the opportunity to delegate and change work assignments in order to meet high volumes of tax processing and escrow account disbursement deadlines * Oversees and facilitates the tax amount data procurement methods consisting of telephone, e-mail, and fax communication to taxing agency jurisdictions with professionalism * Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and/or customer's tax status requests and effectively reports status to Lereta internal and external customers * Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency * Assists other TDT and LERETA business partners with agency tax processing advanced at TDT core skill set in utilizing LERETA online Agency profile, Agency Calendar, and FAQS, TDT databases and applications necessary to assist other TDT and LERETA business partners with agency tax processing and payment requirements * Prepares production/statistical reports to mortgage lenders and direct supervisors and/or managers when applicable * Develops reports using advanced formatting skills that increase report usability by the end-users Quality Control * Assists with design and production of user requested reports, testing all recommended automated and manual alternatives and verifying logic before implementation * Ensures that package payment listings and checks are delivered accurately and ensures well organized payment packages are delivered to the taxing agency jurisdictions prior to the economic loss date * Identifies and resolves discrepancies that may impact tax processing results to LERETA business partners * Verifies the accuracy of all Electronic Funds Transfers to various taxing agency jurisdictions prior to economic loss date * Oversees the Verify and Package payment listings and payment packages * Ensures checks are delivered accurately and ensures well organized payment packages are delivered to the taxing agency jurisdictions prior to economic loss date Department Support - Customer Service * Researches and solves complex and diverse customer inquiries in a professional and prompt manner * Demonstrates effective verbal/written skills in representing LERETA, LLC to internal and external customers ensuring timely response of inquiries from mortgage lenders, homeowners, and taxing agency jurisdiction in a prompt and accurate manner * Attends meetings during the absence of Team Lead or Supervisor when applicable * Prioritizes assignments and report requests based on the department's overall goals and consistently meets deadlines with minimal supervision * Assists and develops training materials and conducts training sessions with fellow team members, and temporary staff personnel

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