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Title

Outsource Disbursement Lead 

About the Organization Since 1986 LERETA's nationwide team of real estate tax and flood professionals has provided the mortgage and insurance industries the fastest, most accurate and complete access to property tax and flood information across the nation. With 5.8 million tax loans and over 12 million flood loans under service, LERETA is an industry leader committed to service excellence and providing cost-effective solutions to customers.  
Open Date 1/29/2019  
Position Outsource Disbursement Lead  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Rancho Cucamonga  
Req Number TAX-19-00034  
Description

The Outsource Disbursement Lead will assist the Supervisor in planning and directing the daily workflow within the Outsource Disbursement Team. Ensure successful operations in accordance with the company objectives. To provide training, feedback and support for development of the employees skills and achievements to the employee's career goals.

Tax Procurement

  • Procures tax information from tax agencies. 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.

Workflow Management

  • Effectively monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task.
  • Accurately prepares production/statistical reports to mortgage lenders and direct supervisors.

Customer Service

  • Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner.

Quality Control

  • Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Disbursement Team standards are met.
  • Accurately prepares production/statistical reports as applicable.

Lead Responsibilities

  • Assists the Supervisor in planning and directing the daily workflow within the Disbursement Unit.
  • Manages the gathering and recording of the Teams daily statistics and accurately prepare reports for Management.
  • Manages and controls assigned special projects in accordance with the Business Partner requirements.
  • Ensures all tax bills, correspondence, customer inquiries and C-Service reports received are processed to meet LERETA's and Business Partner standards for quality, accuracy, and timeliness.
  • Motivates Team and participates in cross training of the team.
  • Communicates status of assignments and effectively communicate suggestions for improving the department's performance to the appropriate supervisor or manager.
  • Assists and supports the implementation of new policy and procedures and serve as a role model to others.
  • Assists Supervisor in gathering stats for Employee Evaluations & One on One's
  • Assists Supervisor with Quality Control, Team Production Tracking and monthly updates to the team.
  • Assists the Team to ensure financial expense goals and production standards are met.
  • Assumes the Supervisor's role in his/her absence.
 
Position Requirements
  • High School Diploma or equivalent.
  • Experience in Microsoft Excel 2007, Microsoft Word and Microsoft Access 97.
  • Experience in Black Knight (MSP), Fiserv, FICS, and EAS Lender Servicing Systems.
  • Minimum of 3 – 5 years in Tax Service and/or loan service experience or 12 – 18 months experience as an Outsource Disbursement Processor III.
 
EOE Statement We are an Equal Employment/ Affirmative Action Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently accepting applications.

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