Real Estate Tax Analyst

National Cooperative Bank•Liberty Township, OH

1d•$45,300 - $83,000•Hybrid

About The Position

The Real Estate Tax Analyst serves as a liaison among the Asset Administration Team, NCB operating departments, customers, and NCB’s tax service vendor. The role supports real estate tax and insurance escrow accounts, including setting up records for loans monitored for real estate taxes and maintaining the setup and payment of renewal insurance premiums for insurance escrow loans. The position handles tax and insurance reporting, loan and escrow record maintenance, payment processing, borrower inquiries, delinquency monitoring, audit support, and coordination with CoreLogic and Insurance Compliance. The role is based in a Virginia or Ohio office and uses a hybrid work arrangement, with employees working remotely and onsite at least two days per week, on Tuesdays and Wednesdays. Employees must live within a reasonable commuting distance; business needs may require additional onsite days.

Requirements

High school degree or GED.
1–3 years of experience servicing multifamily, residential, or commercial real estate loans.
Excellent organizational and analytical skills.
Proficient written and verbal communication skills.
Proven customer service skills.
Ability to work independently while recognizing when input is required.
Proficiency in Microsoft Word, Excel, and the Strategy loan servicing system.
Proficiency in, or ability to acquire proficiency in, specialized proprietary systems such as Back Shop, Strategy Web Portal, and CoreLogic TaxQ system.
Must live within a reasonable commuting distance of the office and work onsite at least two days per week, Tuesdays and Wednesdays.

Responsibilities

Import weekly Tax Amount Reports (TARS) into Strategy, determine bills to be paid within 24 hours of receipt, disburse the reports, and reconcile disbursements for Vice President approval.
Import CoreLogic’s new loan inventory report service into Strategy, accurately mapping the Contract Number, Agency Number, and Suffix to the appropriate fields.
Review new-loan mortgage details against tax records in Strategy to verify property address, tax parcel, legal description, vendor code, payment frequency, constants, and amounts against closing documentation.
Run and review escrow analyses for all escrow loans in April and August, and maintain the accuracy of the Next Escrow Analysis Date.
Review Tax and Insurance Research ORRMANs and respond to borrowers’ questions.
Review monthly McCracken New Loan/Payoff reports to identify refinanced loans, new originations, participation loans, and HOA loans that need to be set up in Strategy for tracking.
Monitor tax delinquencies daily for non-escrow loans in the New York boroughs and update Strategy after obtaining proof of payment.
Assist with retrieving information requested by internal and external auditors.
Import CoreLogic Tax Verification Reports (TPV) into Strategy and add tax delinquencies for non-escrow loans within 24 hours of receipt.
Enter and disburse insurance renewal invoice bills in the Strategy Escrow Module and remit payment via UPS; submit the disbursement package and UPS shipping receipt to the Records Department for imaging within 24 hours after disbursement.
Submit new loans to CoreLogic for setup within 25 days after the loan is boarded to the Strategy servicing system.
Submit Customer Service tickets to CoreLogic to archive tax records for loans paid in full and not refinanced by National Cooperative Bank, N.A., within 25 days after loan payoff.
Generate the monthly Strategy Insurance Expiration Report on the first business day of each month, covering at least 30 days before the renewal premium date.
Submit the insurance expiration report to Insurance Compliance to obtain the renewal premium invoice.