Tax Associate

Primary Residential Careers•Centennial Park, AZ

2d•Onsite

About The Position

Tax Associates support the management and oversight of tax processes within Servicing to ensure compliance with investor, regulatory, and company requirements. Responsibilities include coordinating with our tax vendor (Lereta) and local taxing authorities, assisting with audits and responses, preparing borrower correspondence, and performing daily operational tasks related to tax servicing.

Requirements

Strong organizational skills and attention to detail
Excellent customer service and interpersonal skills
Strong written and verbal communication skills
Proficiency in Microsoft Office applications, including Excel, Word, and Outlook
Ability to manage multiple priorities and meet deadlines
Strong problem solving and analytical skills
Ability to work independently and collaboratively within a team environment
Must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.
Compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as company policies.

Nice To Haves

Background in mortgage servicing, property tax administration, or escrow management.
Understanding of property tax processes and regulatory or investor compliance requirements.
Familiarity with third-party vendor coordination and oversight processes.

Responsibilities

Perform daily tax servicing functions within the MSP system, including monitoring tax records, updating tax line information, and maintaining accurate loan documentation.
Review and process tax bills received from counties or taxing authorities to ensure timely payment and accurate posting to borrower accounts.
Coordinate with the tax vendor (Lereta) to address discrepancies, monitor tax payments, and ensure vendor performance and service standards are met.
Research and resolve tax-related exceptions by coordinating with counties, taxing authorities, internal departments, and external vendors. This includes written correspondence and telecommunications.
Prepare and send borrower correspondence related to tax matters, including one-off notification letters and tax-related inquiries.
Assist with internal and external audits by gathering documentation, reviewing tax records, and responding to audit requests.
Maintain accurate records and documentation of tax activity within servicing systems to ensure compliance with company policies and investor guidelines.

Benefits

Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with company values.
Partner with your management team to understand performance expectations and measurements.
Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role.
Realize team synergies through networking and partnerships across the company.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs.
Take ownership of problems and issues, taking into consideration the breadth of company competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.