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Refund Clerk 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 4/5/2022  
Position Refund Clerk III  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Dallas  
Req Number TAX-22-00046  

The Refund Clerk III Ensures timely and accurate research associated with the dispositioning of refunds and returned checks received back from the tax agencies for various reasons.  The Refund Clerk III assumes the responsibilities / duties of the Refund Clerk I and Refund Clerk II in their absence and is relied upon for their expertise in all areas including management of quality control/audits, complex issues, escalations, special projects, staff training, outstanding checks, deposits, and wires as well as various other functions related to reporting.

Refund Processing

Processes and researches property tax refunds and returned checks from payments made to taxing authorities for the properties serviced throughout the United States

Researches a high-volume of complex issues typically requiring advanced knowledge of customer business rules and LERETA’s requirements

Conducts research of data by leveraging all available resources, databases, third-parties and public information

Processes payments which may require reviewing tax bills, identifying and disbursing tax amounts from the system, matching bills to checks and extracts data from the system

Prepares supporting documentation to determine penalties and presents the data for supervisor approval

Reviews agency websites, makes/receives phone calls or utilizes internal tax reports to research tax payments returned by taxing authorities to identify resolution of funds disbursed

Researches delinquencies, procures payoff amounts and determines the root cause for delinquency to return monies to the customer or tax collector with necessary adjustments

Researches questions/problems from internal / external customers

Identifies imminent loss situations and informs management promptly

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

Maintains simple to complex files including researching documents and various information from other agencies

Prepares, balances, submits wire disbursements and check deposits

Responsible for internal and external client reporting

Responsible for various quality control, reconciliation and audit processes

Independently, quickly and accurately troubleshoots and properly escalates a wide-range of serious issues

Provides direction, guidance and training to staff

Completes  internal and external / client projects, tasks and resolution of issues on a day-to-day basis

Collaborates with and maintains open communication with all departments to ensure effective and efficient workflow and will facilitate completion of tasks / goals

Maintains individual employee performance records in accordance with traceable metrics and quality standards in relation to department goals and objectives

Wire/ACH and Mailing Refunds of

Ensures timely and accurate processing of refunds sent to the clients weekly via  wire, ach or mail

Work with accounting to ensure reconciliation of all funds going to clients

Retrieves files that list outgoing check items segregated by client, obtains checks from designated storage areas and mails them according to operating procedures

Outstanding Checks

Ensure timely research on all uncashed checks that have exceeded 75 days from date of issue

Work with taxing agencies to waive any penalty and interest associated with non-payment of taxes due to outstanding check status

Maintain inventory of outstanding checks within 90 Business Days at 100%

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

Position Requirements
  • High School Diploma or equivalent.
  • Proficiency in using MS Office/Internet searching.
  • 2 years of property tax experience.
  • Must be able to type 50+ wpm (minimum)

  • 3-5 years of related mortgage servicing experience; preferably direct experience with property tax

  • Must be able to use 10-key by touch


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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