Tax Procurement
· Procures tax information from tax agencies. 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
Workflow Management
· Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research tasks
· 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
Lead Responsibilities
· Manages the gathering and recording the Teams daily statistics and accurately prepare reports for lenders and Management
· Manages and controls assigned special projects in accordance with the Business Partner requirements
· Motivates Team and participates in cross training personnel
· Encourages and supports employee suggestions for work improvements
· Processes LERETA Tasks Research Outsource functions
· Assists team with decision making issues related to liability and processing concerns
· Communicates status of assignments and effectively communicates suggestions for improving the department’s performance to the appropriate supervisor or manager
· Assists and support the implementation of new policy and procedures and serve as a role model
· Assists supervisor in gathering stats for Employee Evaluations & One on One’s
· Assists supervisor with Quality Control, Team Production Tracking and monthly updates to the team
· Assumes the supervisor’s role in his/her absence
This position will perform other duties as assigned based on the needs of the department.
Salary range: $20.73 - $25.91
