Refund-Return Processor II
About The Position
The Refund/Return Processor II processes and researches any refund or return checks, including requests from lenders requiring research, to determine root cause. The role exercises strong decision-making skills to complete tasks and make penalty determinations. The role advises of any unusual circumstances or requirements that could endanger the Service Level Agreement being met. 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: Effectively monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task Accurately prepares production/statistical reports to mortgage lenders and direct supervisors 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 Refund/Return Team standards are met Accurately prepares production/statistical reports as applicable This position will perform other duties as assigned based on the needs of the department.
Requirements
- High School Diploma or equivalent
- Experience in Microsoft Excel, Microsoft Word, and Microsoft Access
- Data entry/computer usage experience
- Customer service experience
- Minimum of 6 months as a Refund/Return Processor I
Nice To Haves
- Knowledge of the LERETA online system, Black Knight (MSP) and/or Fiserv Servicing Systems
Responsibilities
- Processes and researches any refund or return checks, including requests from lenders requiring research, to determine root cause
- Exercises strong decision-making skills to complete tasks and make penalty determinations
- Advises of any unusual circumstances or requirements that could endanger the Service Level Agreement being met
- Procures tax information from tax agencies
- Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing
- Effectively monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task
- Accurately prepares production/statistical reports to mortgage lenders and direct supervisors
- Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner
- Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Refund/Return Team standards are met
- Accurately prepares production/statistical reports as applicable
- Performs other duties as assigned based on the needs of the department
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Professional, Scientific, and Technical Services
Education Level
High school or GED
Number of Employees
501-1,000 employees
