Property Tax Specialist

Valon Mortgage

2d

About The Position

We are looking for a Property Tax Specialist who will focus on taxes but is also able to navigate through multiple facets of the escrow sector of a fast-growing, technology and operations-focused business. This role is responsible for maintaining records on mortgaged properties and accurate and timely payment of real estate taxes on escrow and non-escrow accounts. This role monitors the work of the outsourced tax vendors to ensure disbursements are paid on time from customer escrow accounts. The tax specialist will also provide direct assistance to the homeowner by resolving tax-related issues. You'll be working closely with other specialists, as this team and vertical continue to grow!

Requirements

• Excellent critical thinking and logical reasoning abilities
• Experience working with cross-functional teams to solve business problems and handle change management in a fast-paced environment
• Must be available to collaborate and communicate in regularly held in-person meetings
• Minimum education requirement: High school diploma or GED equivalent required
• 2+ years of experience at a mortgage servicing company within an escrow function or a tax service provider

Nice To Haves

• Bachelor’s degree preferred
• Freddie Mac or Fannie Mae servicing experience preferred

Responsibilities

• Execute and problem-solve in day-to-day operations for the servicing business
• Analyzes escrow sufficiency to ensure escrowed funds are sufficient to make the required payments
• Oversee the movement of check/wire funds relating to taxes to ensure timely payment of escrow line items
• Analyzes escrow sufficiency to ensure escrowed funds are sufficient to make the required payments
• Ensure timely procurement and accurate processing of property tax refunds
• Execute payments for taxes in batch single processing modes by the installment due dates for the particular payee. Payment processing includes tax disbursement to avoid incurring interest or penalties.
• Monitor and drive resolution for any delinquent taxes in the loan portfolio
• Review control reports to ensure compliance with state, regulatory, and investor guidelines
• Liaise between all third-party vendors and ensure escalations are responded to timely and accurate manner
• Sets up new taxpayee or makes changes upon request.
• Complete various audits for the monthly vendor scorecard
• Adhere to SLA standards/deadlines
• Making calls to tax authorities and tile companies
• Communication with homeowners via email/phone
• Lead other escrow responsibilities and projects as assigned by management
• Other duties as assigned

Benefits

• Compensation: competitive salary and 401k plan
• Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits
• Food & meals: in-office snacks and drinks, and Bagel Fridays
• Commuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient.
• Grow together: Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback
• Play together: quarterly budgets for team and company outings. Use it for team swag, cooking classes, or team dinners!
• Generous time off: 17 days paid time off, sick days, and 11 company holidays
• Baby bonding time!: 12 weeks off for both birthing and non-birthing parents - fully paid so you can focus your energy on your newest addition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED