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
Follows agency guidelines and special processing instructions
Builds Tax Lines as needed utilizing the TED table
Validates lender payees prior to making disbursements
Completes payments accurately prior to ATR expiring and within SLA
Completes all required Task processing within SLA
Balances all disbursements prior to end of day and submit all payment back daily
Follows Lender Business Rules with supervisor assistance
Maneuvers successfully in all systems including Mainframe, TTS and lender servicing systems
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 Customer Service
Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner
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
This position will perform other duties as assigned based on the needs of the department.
Core Competencies
Demonstrate strong problem-solving skills
Ability to communicate effectively both orally and in writing
Ability to type 40 wpm
Ability to interpret payment histories, loan conditions, notes
Must be able to use 10 key by touch; or above with 98% accuracy
Must have basic 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
1 Year related experience
High School Diploma or equivalent
Experience in Microsoft Excel, Microsoft Word and Microsoft Access
Data Entry/Computer usage experience
Customer Service experience
Preferred Education & Experience
Tax Service or Mortgage Servicing experience
Numbers & Facts
Location
Pomona, CA
Skills
10-key (Tenkey) Numeric Keypadunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Disbursementsunmatched
High School Diplomaunmatched
Leadershipunmatched
Loan Conditionsunmatched
Loansunmatched
Mainframe Computerunmatched
Microsoft Access Databaseunmatched
Microsoft Excelunmatched
Microsoft Wordunmatched
Mortgage Lendingunmatched
Outsourcingunmatched
Payment Processingunmatched
Policy Developmentunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Procedure Developmentunmatched
Property Taxunmatched
Purchasing/Procurementunmatched
Quality Controlunmatched
Statistical Reportsunmatched
Statisticsunmatched
Status Reportsunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Writing Skillsunmatched
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