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Title

Tax Status Researcher II 

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 2/28/2020  
Position Tax Status Researcher II  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Dallas  
Req Number TAX-20-00070  
Description

Summary Objective

The Tax Status Researcher II 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 necessary fees and penalties due to cure any delinquencies. In addition, the position is responsible for assigning liability for delinquencies that are identified. The role assumes all responsibilities of the TSR Researcher I position and is also required to acquire advanced knowledge of all department processes and procedures. The Tax Status Researcher II may at times be relied upon for their expertise when assisting the TSR Team.

Essential Functions

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
  • 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
  • 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
  • Download 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 the Tax Collectors into the database
  • Tracks and maintains daily production / workflow and accuracy expectations data in order to submit a status report to management on a daily basis

Productivity

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

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

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 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 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 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
  • 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.
  • Ability to apply knowledge from one situation to the next to solve problems quickly
 
Position Requirements

Required

  • High School Diploma or Equivalent
  • Intermediate Microsoft® Office Excel, Outlook, PowerPoint and Word skills
  • Must be able to type 35+ wpm (minimum)
  • Must be able to operate the 10-key by touch
  • Advanced research skills / experience
  • Knowledge of LERETA’S products and services and researching property taxes.
  • Knowledge of servicing systems, browsers, databases and other technologies to troubleshoot client issues

Preferred

  • 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.

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



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