Property Tax Liability Specialist I

Pennymac • Carrollton, TX

1d • Onsite

About The Position

The Property Tax Liability Specialist is responsible for conducting routine investigations into corporate-advanced property tax payments. This role follows established procedures to validate charges, research the root cause of tax payment errors, and assist in determining financial liability. The specialist will use various internal systems and a guided research tool to document findings and process resolutions for standard-level cases.

Requirements

• 1+ years of experience in mortgage servicing, loan administration, or a related financial field
• Strong attention to detail and a high degree of accuracy in data entry and validation
• Proficiency in navigating multiple computer systems simultaneously
• Good organizational skills with the ability to manage a personal work queue
• Basic understanding of property tax cycles or mortgage escrow accounts

Nice To Haves

• Prior experience with property tax research preferred

Responsibilities

• Validate new tax advance charges by cross-referencing amounts in the work queue with the Fee Management system
• Utilize the "Tax Advance Research Tool" to conduct guided investigations, ensuring all required checklist questions are answered accurately
• Gather data from multiple servicing platforms to support the investigation
• Document all findings, liability decisions, and resolution steps in the "Corporate Advance Tools" and add final notations in the SSE servicing system
• Escalate complex cases or those that fail to produce an automated determination to senior staff or management for review
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization’s desired culture and values

Benefits

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
• bonus opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed