Tax Specialist

Vanderbilt Mortgage • Maryville, TN

17h • Hybrid

About The Position

The Tax Specialist ensures that tax invoices are processed accurately and on time. Reporting to the Property Tax and Insurance Tracking Team Lead, the specialist manages a large portfolio of loans assigned by state, researches and processes tax-related correspondence, and follows up as needed. The role helps ensure tax bills are paid using the required or requested method and with proper documentation.

The position processes property tax payments, retrieves and audits tax bills, researches loan and property tax information, updates tax projections and supplier details, and handles county-required forms. It also responds to internal service requests and communicates with customers, third parties, taxing authorities, and vendors by phone and email. Additional duties include auditing assigned Government Servicing loans and other tasks as assigned.

The role is full-time and hourly, with a hybrid schedule of four days in the office and one day remote. No travel is required.

Requirements

• High school diploma or equivalent required.
• At least one year of related experience required.
• Basic computer skills and ability to type at least 25 words per minute.
• Ability to communicate effectively by phone, email, and in person.
• Ability to gather facts accurately, analyze causes, evaluate alternative solutions, and reach sound conclusions about actions to take.
• Ability to manage multiple and/or conflicting responsibilities.
• Strong attention to detail and organizational skills.
• Ability to work in a team environment.
• Knowledge of company and department policies and procedures and applicable state and federal lending regulations.

Nice To Haves

• College education preferred.
• One to two years of related experience preferred.

Responsibilities

• Process accurate and timely payments to tax authorities and ensure county-specific forms and documentation are included.
• Maintain an assigned sequence of loans and follow up in a timely manner.
• Use taxing-authority websites to retrieve tax bills and audit bills against tax projections and setup information.
• Request tax bills from customers and taxing authorities by mail, email, and phone.
• Update tax supplier information and addresses; research county requirements and exemptions and update accounts accordingly.
• Assist with reviewing penalty and interest write-offs and resolving internal and compliance audit exceptions.
• Monitor the Tax Tracking queue and make updates as needed.
• Set up new loans, determine tax projections in the Tax Tracking system, and verify amounts for escrow payment consideration.
• Research property assessments on third-party websites and update the system for appropriate handling.
• Review returned checks and determine appropriate action.
• Analyze tax suits and recommend payments to upper management.
• Investigate tax levies to ensure funds come from appropriate accounts.
• Audit loans that are not registered with the county and communicate with customers about registering their homes.
• Monitor tax projections to ensure payment is made to the appropriate tax authority.
• Complete internal customer service requests in a timely and efficient manner.
• Communicate with customers, third parties, and vendors by phone and email to provide information or request necessary details.
• Process county-required forms, including assessments, refunds, payoffs, registration, reallocation of funds, and moving-home forms.
• Audit assigned Government Servicing loans.
• Perform other duties as assigned.

Benefits

• Medical and dental plans with prescription coverage and vision.
• 401(k) with a 100% company match on the first 4%.
• Paid time off, maternity and paternity leave, and holidays.
• Volunteer paid time off.
• Tuition assistance for a first degree.
• Onsite fitness facility with gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
• Wellness programs covering emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
• Professional development and promotional opportunities.
• Competitive bonus programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED