Tax Analyst I
About The Position
The Tax Analyst I is responsible for interacting with real estate taxing authorities, vendors, and other internal and external customers. Essential Job Functions (Duties/Responsibilities) The Tax Analyst I will have the following duties and responsibilities, including but not limited to: Provide additional support in monitoring tax reporting, tax shortages and borrower reach out for escrowed tax items Follow up with tax service with outstanding tax bills Monitor contract status of new loans Importing/exporting of tax import files Monitor payment processing concerns, paid in full loans and payoff alerts for upcoming payment areas Process paid in full loans Verify payment of taxes collected/paid at closing Tax bill inquires to customers New loan setups Review tax contract setups Help oversee and complete all audits/reviews Assist with maintenance of daily tax reports Provide support to resolve tax related borrower inquiries Review, route, and process all task, mail, email, or phone inquires received Advise borrower of change of assessment notices received Identify and communicate tax related issues and trends Request tax information from internal and external customers and vendors
Requirements
- High school diploma or equivalent; Associate degree in Business, Finance, Accounting or equivalent work experience preferred.
- 1+ of experience in finance, accounting, or related field; previous experience in mortgage servicing, real estate tax or escrow are a plus.
- Basic Microsoft Office skills
- Strong analytical skills with high attention to detail and accuracy
- Strong organizational, time management, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to work in a fast-paced environment with strict deadlines
Nice To Haves
- Associate degree in Business, Finance, Accounting or equivalent work experience preferred.
- previous experience in mortgage servicing, real estate tax or escrow are a plus.
Responsibilities
- Provide additional support in monitoring tax reporting, tax shortages and borrower reach out for escrowed tax items
- Follow up with tax service with outstanding tax bills
- Monitor contract status of new loans
- Importing/exporting of tax import files
- Monitor payment processing concerns, paid in full loans and payoff alerts for upcoming payment areas
- Process paid in full loans
- Verify payment of taxes collected/paid at closing
- Tax bill inquires to customers
- New loan setups
- Review tax contract setups
- Help oversee and complete all audits/reviews
- Assist with maintenance of daily tax reports
- Provide support to resolve tax related borrower inquiries
- Review, route, and process all task, mail, email, or phone inquires received
- Advise borrower of change of assessment notices received
- Identify and communicate tax related issues and trends
- Request tax information from internal and external customers and vendors
Benefits
- full range of medical
- 401(k) eligibility
- paid time off benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
