Tax Cycle Coordinator

Lereta Corporation•Irving, TX

33d•$17 - $23

About The Position

The Tax Cycle Coordinator is a role within the Payment Team. This position supports the main functions of the Payment Team and has a wide-range of responsibilities in some or more of the following areas: outgoing manual bill request to taxing authorities, tax bill review - keying and verifying amounts, procuring tax statuses, processing refunds and conducting research.

Requirements

High school diploma or equivalent
Experience in Microsoft Excel, Microsoft Word, and Microsoft Access
Data Entry/Computer usage experience
Customer service experience
A minimum of 2 years of Real Estate Tax or Mortgage Industry experience

Responsibilities

Prepares outgoing bill requests to taxing authorities
Opens incoming mail from taxing authorities and routes to appropriate process
Authenticates all tax bills received and confirms correct taxing authority mailing address, phone number, contact information and due dates
Utilizes 10-Key tax amounts into LERETA's Purple System
Prepares outgoing tax amount reports (LDID's) to lenders
Maintain physical tax bills in an organized manner so they can be pulled for remittance with ease
Cash Management - Expedites the identification of incoming electronic funds and match with LDID accordingly for mass payments
Accurately balances funds for mass payments to taxing authorities in conjunction with ELD (Economic Loss Date) to ensure timely remittance.
Frequently analyzes prioritization of work and projects by monitoring Purple System que for states assigned
Files and pulls necessary tax bills for payment processing. Matches necessary bills to payment listings for clean organized payment packages to the taxing authorities
Evaluates position of funds in-house against various service level agreements to determine best processing path supporting team goals and customer expectations
Initiates and prepares timely and accurate electronic funds transfers to various taxing authorities
Uploads payment file details to taxing authorities vendor websites (Auto Agent, GovTech, and Grant Street) and ensure that procedures and policies are followed for excess funds during upload
Procures tax information from taxing authorities. Tax amount data procurement methods consist of telephone, email, and fax
Interpret tax amount data and statuses received from taxing authority and effectively identify status for processing and prioritization of getting funds back to the customer to minimize impact to the homeowners
Provides details of quality issues found throughout process to Tax Workflow Specialist
Accurately prepares production/statistical reports as applicable
Maintains/exceeds production standards while continuously pushing to increase productivity
Attendance & Punctuality - Arrive at meetings on time. Begins work on time. Ensures work responsibilities are covered when time of is planned. Keep absences within company guidelines and schedule time off in advance.
Initiate or responds to mortgage lenders and taxing authorities by utilizing effective verbal and written communication in a prompt and accurate manner
Assists with slightly more difficult research as needed for complaints and escalated matters
Compiles documentation to respond to regulatory audits (REGAB, SSAE18) and customer audit requests, as needed
Communications - Exhibit good listening and comprehension. Selects and uses appropriate communication methods. Communicate effectively, both verbally and in writing.
Advance LERETA funds when necessary to remove the customer from the situation
Cooperation - Displays positive outlook and pleasant manner. Establishes and maintains effective relations. Exhibits tact and consideration. Work in a collaborative manner, in a team environment, completing own assignments accurately and within SLA
Adaptability - Demonstrates persistence and overcomes obstacles. Plan own workload effectively and set priorities.
Effectively communicates ideas and opportunities to increase processing efficiencies
Escalates compliance or variance concerns to Management Team
Builds effective working relationships and collaborates as a team player
This position will perform other duties as assigned based on the needs of the department.