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Tax Status Researcher III 

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. LERETA is an industry leader with an enormous focus on technology, innovation, and commitment to service excellence.  
Open Date 10/17/2019  
Position Tax Status Researcher III  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Dallas  
Req Number TAX-19-00121  

Summary Objective

The Tax Researcher III is the primary contact for various clients and is responsible for the timely research and resolution of all escalated inquiries. The inquires submitted by the clients will require a wide-range of research requests which include, but are not limited to researching missing, late and misapplied payments, researching loan servicing issues, verifying delinquent / current taxes and incorrect tax data. The position will also assume the responsibilities of the Tax Researcher I / II positions and will also be required to acquire and apply advanced knowledge of all department processes and procedures. The role will also be relied upon for their expertise when assisting and training less experienced TSR Team members as well when managing high-level / complex projects and tasks that are assigned in addition to their normal responsibilities.

Essential Functions

Task Research

  • Analyzes existing tax parcels and compares to agency information to confirm and validate the accuracy of the tax parcels and jurisdictions associated with the property
  • Researches a high-volume of complex issues typically requiring advanced knowledge of customer business rules and LERETA's requirements
  • Reviews agency websites, makes / receives phone calls or utilizes internal tax reports to research tax status and to identify delinquent taxes
  • Tasked with complex research items including tax sales and highly-critical client escalations


  • Acquires an advanced knowledge of agency guidelines and special processing instructions
  • Manages new orders and pending queue items in accordance with LERETA's Standard Operating Procedures (SOPs), established performance metrics and the customer's Service Level Agreements (SLA's)
  • Uses discernment to quickly identify and escalate any unusual circumstances or requirement deficiencies that could endanger the department's ability to comply with the client's Service Level Agreements (SLA's) or that could result in property loss
  • Identifies imminent loss situations and escalates to management promptly
  • Applies and supports the implementation of new or modified policies and procedures to ensure accurate processing

Payment Processing

  • Prepares supporting documentation and requests approval for penalty checks and fees if research determines that LERETA is liable for delinquencies; reviews and approves requests submitted by TRS levels I and II
  • Enters pay status and/or delinquent tax amounts into the system for customers reports / inquiries
  • Interprets tax amount data and status per property taxes received from taxing agency jurisdictions and effectively identifies tax status for payment processing

Workflow Management

  • Effectively monitors inquiries and communicates status of work assignments and statistics to management
  • Tracks, maintains and submits a daily report to management detailing daily inquiries, production / workflow and accuracy data
  • Notifies leadership when assistance is needed to ensure all work is in compliance with the customer's Service Level Agreements (SLA's)

Customer Service

  • Responds to clients and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner within the required SLA's.
  • Promptly / concisely notifies business partners of reporting errors
  • Maintains a positive working relationship with both internal and external customers/business partners

Quality Control

  • Applies and supports the implementation of new or modified policy and procedures as instructed to ensure accurate processing
  • Communicates quality issues and provides recommended solutions
  • Consistently maintains required quality scores
  • Conducts quality assurance checks on work performed by less experienced team members as well as outside vendors

This position will perform other duties as assigned based on the needs of the department.

Core Competencies

  • Ability to overcome major obstacles, identify issues early on and present them to senior peers in order to expedite resolution
  • Ability to work in a high-volume, fast-paced environment and effectively prioritize a varied workload between multiple systems and customers
  • Ability to demonstrate self-direction and self-motivation meeting self-imposed deadlines requiring minimal managerial guidance
  • Strong, independent decision-making ability
  • Excellent time management and organizational skills
  • Ability to be extremely detail-oriented to ensure accuracy
  • Ability to confidently / effectively communicate verbally, in writing, via telephone and in person
  • Ability to conduct effective searches via the internet
  • Ability to independently, quickly and accurately troubleshoot and properly escalate a wide-range of issues
  • Ability to respond with urgency to team and management requests / reports
  • Ability to successfully work in a team environment to collectively to address and resolve issues
  • Ability to apply knowledge from one situation to the next to the next to solve problems quickly

Position Requirements


  • High School Diploma or Equivalent
  • Advanced Microsoft® Office Excel, Outlook, PowerPoint and Word skills
  • Must be able to type 50+ wpm (minimum)
  • Must be able to operate 10-key by touch
  • Advanced knowledge of servicing systems, browsers, databases and other technologies to troubleshoot client issues
  • Advanced experience with LERETA’S products and services and researching property taxes
  • Advanced research skills / experience


  • 1-2 years of College Education
  • 1-2 years of related mortgage servicing experience; preferably direct experience with property tax
  • Knowledge of Real Estate Settlement Procedures Act (RESPA) and Consumer Financial Protection Bureau (CFPB) regulations

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 not accepting applications.

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