Tax Specialist (On-site)

Newrez LLC•Tempe, AZ

7d•Onsite

About The Position

The Tax Specialist maintains records on mortgaged properties and ensures accurate, timely payment of real estate taxes on escrow and non-escrow accounts. The role processes mail, faxes, and emails relating to current tax bills and researches customer issues. The specialist handles tax-contract processing and exceptions, supports vendors with documentation needed for accurate tax payments, requests bills when necessary, tracks critical dates, updates system-of-record tax lines, and processes payments by applicable installment due dates. The role also audits tax-line due dates, resolves problems efficiently, interprets data in formats including Excel output, charts, and SQL Server data, and meets deadlines and other assignments from management. Employees must have a smartphone that meets Company security standards and can install apps such as Microsoft Authenticator; employment is contingent on meeting this requirement.

Requirements

High school diploma or equivalent.
2–4 years of relevant tax administration experience in a mortgage banking or real estate financing environment.
Proficiency with Microsoft Office, including Excel, Word, and Outlook.
Detail-oriented, with strong organizational, analytical, and problem-solving skills.
Flexibility to adapt to changing priorities, project scopes, and deadlines.
Ability to multitask in a fast-paced environment.
Advanced understanding of SQL data warehouse environments and the OnBase imaging system.
Excellent written and verbal communication skills, including the ability to present to management and collaborate with people at all organizational levels.
Ability to make sound decisions based on department and company policies, procedures, knowledge, and experience.
A smartphone that meets Company security standards and can install apps such as Microsoft Authenticator; employment is contingent on this requirement.

Nice To Haves

Associate’s or bachelor’s degree.

Responsibilities

Process export/import timely and accurately to obtain tax contracts.
Process exception tasks within the applicable SLA.
Ensure tax contracts are full-liability contracts.
Provide documentation to the vendor to support timely and accurate tax payments.
Manually request tax bills, track critical dates, and make payments when they are not disbursed electronically.
Update tax lines in the system of record and obtain delinquent tax amounts promptly for delinquent non-escrowed loans so taxes can be paid to prevent a tax sale.
Execute tax payments in batch or single-processing modes by the payee’s installment due dates, avoiding interest or penalties.
Perform tax-line due-date audits.
Resolve problems rapidly and cost-effectively with minimal disruption.
Interpret data in formats such as Excel formula output, charts, and SQL Server data.
Meet deadlines assigned by management.
Perform related duties and special projects as assigned by management.