What are the responsibilities and job description for the Outsource Task Processor II position at LERETA, LLC?
Tax Procurement and Payment
- Procures tax amount data from taxing agency jurisdictions. Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions
- Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing
- Processes research requests with predetermined processing steps to determine root cause, including: research for missing payments, misapplied payments, payments from escrow, over payments at taxing authorities, verify delinquencies, obtaining current tax amounts and requesting refunds
- Follows agency guidelines and special processing instructions
- Builds Tax Lines as needed utilizing the TED table
- Validates lender payees prior to making disbursements
- Completes Tax Processing Reports accurately prior to ELD (excluding Handle Manual if applicable)
- Completes all required processing on exception reports within SLA
- Balances all disbursements prior to end of day and submit all payment back daily
Workflow Management
- Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task
- Prepares production/statistical reports to mortgage lenders and direct supervisors
- Ensures all items follow standard and all SLA’s
- Notifies Leadership when overtime or assistance is needed
- Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner
- Notifies business partners of reporting errors in a clear concise manner
- Maintain a positive working relationship with both internal and external business partners
Quality Control
- Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Task Research Team standards are met
- Prepares production/statistical reports as applicable
- Consistently maintains required quality scores
This position will perform other duties as assigned based on the needs of the department.
Core Competencies Required knowledge, skills and abilities
- Have a solid understanding of customer specific business rules
- Problem solving skills
- Ability to communicate effectively both orally and in writing
- Must be able to type 50 wpm
- Must have intermediate Microsoft Excel Skills (Filter, Sort, VLOOKUP and Pivot Tables)
- Ability to identify incorrect reporting from business partners
- Ability to interpret payment histories, loan conditions, notes
- Must be able to use 10 key by touch; 8k or above with 98% accuracy
- Must have intermediate knowledge of Real Estate Tax Servicing
- Must be a team player and have the ability to work in a team environment
- Must possess effective communication skills, both written and verbal
- Must be able to work in a fast paced environment
- Ability to work under time constraints and meet high priority deadlines to ensure task is processed by expected completion date
Required Education & Experience Education and experience based on requirements that are job-related and consistent with business necessity
- Minimum of one year as an Outsourcing Task Processor I
- High School Diploma or equivalent
- Experience in Microsoft Excel and Microsoft Word
- Knowledge of the LERETA online system, Black Knight (MSP) and/or Fiserv Servicing Systems
- Data Entry/Computer usage experience
- Customer Service Experience
Preferred Education & Experience Preferred education and experience based on requirements that are job-related and consistent with business necessity
- Tax Service or Mortgage Servicing experience
Salary Range: 15.74-19.00