Tax Cycle Coordinator

Job Details

Description

The Tax Cycle Coordinator is a role within the Payment Team. This position supports the main functions of the Payment Team and has a wide-range of responsibilities in some or more of the following areas: outgoing manual bill request to taxing authorities, tax bill review – keying and verifying amounts, procuring tax statuses, processing refunds and conducting research.

Bill Processing

• Prepares outgoing bill requests to taxing authorities
• Opens incoming mail from taxing authorities and routes to appropriate process
• Authenticates all tax bills received and confirms correct taxing authority mailing address, phone number, contact information and due dates
• Utilizes 10-Key tax amounts into LERETA’s Purple System
• Prepares outgoing tax amount reports (LDID’s) to lenders
• Maintain physical tax bills in an organized manner so they can be pulled for remittance with ease
  
  

Payment & Refund Processing

• Cash Management - Expedites the identification of incoming electronic funds and match with LDID accordingly for mass payments
• Accurately balances funds for mass payments to taxing authorities in conjunction with ELD (Economic Loss Date) to ensure timely remittance.
• Frequently analyzes prioritization of work and projects by monitoring Purple System que for states assigned
• Files and pulls necessary tax bills for payment processing. Matches necessary bills to payment listings for clean organized payment packages to the taxing authorities
• Evaluates position of funds in-house against various service level agreements to determine best processing path supporting team goals and customer expectations
• Initiates and prepares timely and accurate electronic funds transfers to various taxing authorities
• Uploads payment file details to taxing authorities vendor websites (Auto Agent, GovTech, and Grant Street) and ensure that procedures and policies are followed for excess funds during upload
• Procures tax information from taxing authorities. Tax amount data procurement methods consist of telephone, email, and fax
• Interpret tax amount data and statuses received from taxing authority and effectively identify status for processing and prioritization of getting funds back to the customer to minimize impact to the homeowners
  
  

Quality Control & Production

• Provides details of quality issues found throughout process to Tax Workflow Specialist
• Accurately prepares production/statistical reports as applicable
• Maintains/exceeds production standards while continuously pushing to increase productivity
  
  

Customer Service & Request

• Attendance & Punctuality – Arrive at meetings on time. Begins work on time. Ensures work responsibilities are covered when time of is planned. Keep absences within company guidelines and schedule time off in advance.
• Initiate or responds to mortgage lenders and taxing authorities by utilizing effective verbal and written communication in a prompt and accurate manner
• Assists with slightly more difficult research as needed for complaints and escalated matters
• Compiles documentation to respond to regulatory audits (REGAB, SSAE18) and customer audit requests, as needed
• Communications – Exhibit good listening and comprehension. Selects and uses appropriate communication methods. Communicate effectively, both verbally and in writing.
• Advance LERETA funds when necessary to remove the customer from the situation
  
  

Teamwork

• Cooperation - Displays positive outlook and pleasant manner. Establishes and maintains effective relations. Exhibits tact and consideration. Work in a collaborative manner, in a team environment, completing own assignments accurately and within SLA
• Adaptability – Demonstrates persistence and overcomes obstacles. Plan own workload effectively and set priorities.
• Effectively communicates ideas and opportunities to increase processing efficiencies
• Escalates compliance or variance concerns to Management Team
• Builds effective working relationships and collaborates as a team player
  
  

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

Salary range: $16.96 $22.90

Required Education & Experience

• High school diploma or equivalent
• Experience in Microsoft Excel, Microsoft Word, and Microsoft Access
• Data Entry/Computer usage experience
• Customer service experience
• A minimum of 2 years of Real Estate Tax or Mortgage Industry experience