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.
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