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Title

Tax Status Researcher 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. LERETA is an industry leader with an enormous focus on technology, innovation, and commitment to service excellence.  
Open Date 1/30/2020  
Position Tax Status Researcher Lead  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Dallas  
Req Number TAX-20-00011  
Description

Summary Objective

The Tax Status Researcher Lead is responsible for all facets of researching the payment status for customer's escrow and non-escrow loan portfolios including the procurement of delinquent tax amounts and the fees/penalties due to cure delinquencies. The position requires advanced business acumen and extensive knowledge of tax service operations with specific experience in the procurement and research of tax delinquencies. The role assumes all responsibilities of the TSR Researcher I, II, and III positions and requires advanced knowledge of all department processes and procedures.

Essential Functions

Researcher

  • 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
  • Identifies imminent loss situations and escalates to management promptly
  • Investigates and reports property value and/or property exemption discrepancies
  • 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)
  • Conducts quality assurance checks on work performed by vendors and less experienced team members
  • Expedites research by utilizing advanced knowledge of state and agency requirements, processing instructions and calendars
  • Facilitates and participates in cross-training on departmental positions to provide coverage during the absence of a team member
  • Responsible for negotiating with attorneys and third-parties regarding pay-off and redemption information to prevent and mitigate tax sales

Processing

  • Prepares supporting documentation and requests approval for penalty checks and fees if research determines that LERETA is liable for delinquencies
  • Enters pay status and/or delinquent tax amounts into the system for reporting to the customer
  • Downloads or upload files to systems or vendors via approved methods and procedures

Data Entry

  • Transfers data obtained via phone, fax or e-mail to the LERETA servicing system in order to accurately disseminate information to the customer
  • Enters data received from Tax Collectors into the database

Productivity

  • Tracks and maintains daily production / workflow and accuracy expectations data in order to submit a status report to management on a daily basis

Leadership

  • Provides guidance and training to the team and acts as a resource in absence of management team
  • Tracks and maintains daily production/workflow and quality expectations data and submits a status report to management on a daily basis
  • Facilitating the teams decision-making process
  • Mentors, motivates, and provides coaching to employees in areas specific o customer SLA requirements, internal key performance indicators, and LERETA's company standards

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

 
Position Requirements

Core Competencies

  • Ability to work in a high-volume, fast-paced environment and effectively prioritize a varied workload between multiple systems and customers
  • Ability to overcome major obstacles, identify issues early on and present them to senior peers in order to expedite resolution
  • Strong, independent decision-making ability
  • Excellent time management and organizational skills
  • Professional and courteous when dealing with internal and external customers
  • Ability to be extremely detail-oriented to ensure accuracy
  • Ability to confidently / effectively communicate verbally, in writing, via telephone and in person
  • 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 solve problems quickly
  • Ability to resolve team conflict and focus as a team player

Required Education And Experience

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

Preferred Education And Experience

  • Associate Degree
  • 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.

To search for an open position, please go to http://LERETALLC.appone.com



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