Agency Data Payment Processor

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Post

Agency Data Payment Processor

Job Category: Operations

Requisition Number: AGENC001311

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Posting Details

• Posted: April 28, 2025
• Full-Time
• Locations
  

Showing 1 location

Remote

901 Corporate Center Dr

Pomona, CA 91768, USA

Remote

901 Corporate Center Dr

Pomona, CA 91768, USA

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Job Details

Description

The Agency Data Payment Processor is responsible for performing FTP/download file acquisition and agency follow up on outstanding files. The position performs file inspection routines on all files to support the accuracy of Agency data file loads, reviews agency profiles, calendars, AFC, CDA and all information that affects automated processing of inbound/outbound files, and reviews various data sources to address issues. The role ensures accurate and timely exchange of information with tax agencies for the benefit of LERETA’s Customers and their borrowers.

Data File Ordering

• Maintain CDA and G360 Tracking systems to ensure timely file order processing.
• Initiates the timely requests for automated agency information files.
• Requests checks from accounting based for agency file fees.
• Packages and issues appropriate requests to Tax Collectors based on ordering information obtained from agencies and stored in CDA tracking.
• Monitors and maintains file costs and ordering information in CDA tracking.
• Perform file acquisitions via FTP/Download.
  
  

Data File Follow Up

• Controls agency file data acquisition efforts with thorough follow up with agencies and documentation in CDA Tracking.
• Make Late Release U calls for updated release and due dates.
  
  

Call Report Verification

• Partner with CDA for verification of call amounts, handle manual codes and tax information to meet department target file load dates and/or within 72 hours of file receipt, emphasizing quality and accuracy.
  
  

Bill Request and Tax Payment Processing

• Controls the timely creation and delivery of automated Bill Request and Payment agency information files.
• Within process parameters, perform verification production activities on the integrity of Bill Request and Payment files prior to their delivery to agency.
• Performs Quality Assurance (QA) in Bill Request and Payment files and procedures.
  
  

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

Salary range: $14.84 - $20.03

Core Competencies

• Ability to plan and complete daily workflow schedules in an organized fashion.
• Ability to work in a fast-paced environment and prioritize workload between various assignments and duties.
• Ability to be extremely detail-oriented and organized to ensure accuracy.
• Intermediate knowledge of data acquisition and interpretation of data tape files and other information from tax agencies.
• Ability to understand agency requirements for the exchange of tax information.
• Communication ability at a level to easily interact with Agency Data Specialists, Agencies, and departmental managers.
• Organized and adept at efficient storage and retrieval of agency related documentation.
• Ability to exhibit professionalism in representing LERETA and the tax service industry.
  
  

Required Education & Experience

• High school diploma or equivalent.
• Basic knowledge of mainframe and PC based operating systems.
• Must be highly-organized and detail-oriented when performing all duties.
• Basic Microsoft® Office SharePoint, Excel, Outlook and Word skills.
• Basic data entry and processing experience or equivalent business/technical knowledge.
• Ability to quickly learn to use various programs, software and operating systems.
  
  

Preferred Education & Experience

• Experience using PC based operating systems such as: OpenText™ Global 360, Smartsheets or similar workflow or Change Management tools.
• Direct Tax Service industry experience.
  
  

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.