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TDT Open Items Processor 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 7/13/2020  
Position TDT Open Items Processor II  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Pomona  
Req Number TAX-20-00108  

The TDT Open Items Tax Processor II prioritizes and coordinates the gathering and accurate reporting of time-sensitive real estate tax information within multi-state geographic regions. The role ensures accurate data is maintained on LERETA’s Agency Profile and Reporting Calendar systems and identifies unusual tax office circumstances or requirements that could endanger the timely reporting of current or prior year real estate tax information. The position is responsible for proper processing of property taxes for escrowed and/or non-escrowed loans a timely and efficient manner and ensures our LERETA LLC and Business Partners receive tax information timely, accurately, and in a qualitative manner.


Tax Processing and Procurement

  • Analyzes customer’s tax status request by utilizing LERETA mainframe agency header and calendar profiles
  • Oversees tax amount data procurement methods consisting of customer service via telephone, e-mail, fax communication to taxing agency jurisdictions with professionalism
  • Assists with the development of training materials and conducts training sessions with fellow team members, both full-time and temporary staff personnel
  • Formulates prepares production/statistical reports to mortgage lenders and direct supervisor and managers
  • Audits and analyzes agency fees for bill back to LERETA customers and submits monthly reporting to Accounting Team
  • Processes HOA 1, 4, 5 letter distributions to borrowers and taxing agency jurisdictions to assist mortgage lenders in obtaining receipt of property tax data with effort to reduce duplicate bill fees, loss of discount, and/or penalties and interest
  • Audits, analyzes, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing tax payments from mortgage lenders to the taxing agency jurisdictions
  • Audits and analyzes probable discrepancies for parcels that do not match the mortgage lenders legal description and the agency tax assessor or tax bill
  • Participates in customer conference calls for assessment and status updates of loan portfolio
  • Enforces and adheres to company’s policy to maintain confidentiality and security requirements
  • Trains and assists new team members in their navigation skills to utilize Microsoft Excel, Mainframe queues and TDT web open items window application for data entry and verification of property tax amounts for mortgage lender loans and parcels
  • Retrieves mortgage insurance data from insurance companies for data entry and reporting to customer
  • Utilizes the company’s financial objectives by specializing in analyzing and administrating payment to tax agencies in which fees are charged to retrieve property tax information for escrow and non-escrow service
  • Utilizes the company’s mainframe check request processing queues to submit check requirements for disbursement of fees
  • Specializes in retrieval of escrow and non-escrow property tax information of parcels in automated and manual jurisdictions in excluded areas in which taxing authorities do not assist third parties
  • Specializes in retrieval of water and sewer, and utility property tax information
  • Disseminates property tax bills to Payment Bill Vault to adhere to tax agency payment requirements

Bill Processing

  • Oversees and ensures all tax bills, correspondence, and C-Service/B-Service reports received are processed timely and efficiently to meet LERETA LLC and Business Partner standards
  • Validates all tax bills received within the department are authenticated to ensure accuracy in transferring tax bill data to LERETA’S s TCSL queue, AS 400 Mainframe
  • Verifies the imaging and indexing process of lender documents for accurate uploading to Application Xtender Web

Payment Processing

  • Confirms that the Verify and Package payment listings and checks are delivered accurately and ensures well organized payment packages are delivered to the taxing agency jurisdictions prior to the economic loss date
  • Verifies the accuracy of all Electronic Funds Transfers to various taxing agency jurisdictions prior to economic loss date

Customer Service

  • Ensures timely response of inquiries from mortgage lenders, homeowners, and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt, professional, and accurate manner
  • Advises lenders of state guidelines in which a signed authorization is required by the agency jurisdiction from the homeowner to retrieve property tax amount data
  • Communicates tax status information to LERETA’S internal and external customers including procurement of legal description of properties
  • Establishes rapport and shapes trusting relationships with both internal and external customers and vendors
  • Communicates information to mortgage lender and Contract Maintenance team to ensure non-escrow loans are converted to escrow loans as pertinent to customer loan portfolio

Quality Control

  • Performs Quality Assurance (QA) in work queues, Microsoft Excel, Word, Outlook and other applicable formats
  • Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Tax Disbursement Team and company quality standards are met
  • Provides constructive feedback to lower level employees and keeps the team apprised of the constant changes in work procedures and policies
  • Assists with the development of training materials and conduct training sessions with fellow team members, both full-time and temporary staff personnel
  • Exemplifies high accuracy in property tax data retrieval and processing which leads to Quality Control exemption
  • Identifies discrepancies that may impact tax processing results to LERETA business partners

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


Position Requirements
  • Minimum of 12-24 months experience as a Tax Disbursement Team Processor I or equivalent
  • Computer Skills: Intermediate to Advanced level in Microsoft: Excel; performing filtering, formulas, formatting, computing, Pivot Tables, V-Lookup, editing and tracking multiple spreadsheets. Word, Access, and Outlook 2010 or greater knowledge a plus. FTP, Windows and Internet Explorer; navigation and searching skills, and file management knowledge is required.
  • Usage of office equipment such as fax and copy machines, dual computer monitors, scanners and FedEx and USPS, Priority Mail software applications
  • Experience in AS400
  • High School Diploma or equivalent
  • Advanced Data Entry skills
  • Experience in MSP, Fiserv, and Mortgage SERV
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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