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Outsource Disbursement 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 9/13/2023  
Position Outsource Disbursement Lead  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Tax&Flood  
Location Rancho Cucamonga  
Req Number TAX-23-00102  

The Outsource Disbursement Lead assists the supervisor in planning and directing the daily workflow within the Outsource Disbursement Team. The role maneuvers successfully through all systems including Mainframe, TTS, and lender servicing systems, and is able to advise of any unusual circumstances or requirements that could endanger the Service Level Agreement being met. The role successfully manages individual pipeline supporting the Supervisor as necessary, while adhering to lender’s Service Level Agreement and ELD’s without compromise and with limited supervision.


Tax Procurement and Payments


  • Procures tax amount data from taxing agency jurisdictions. Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions
  • Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing
  • Researches managing/processing open items such as missing payments, misapplied payments, and lost payments without supervision and with the ability to determine penalties
  • Interprets agency payment guidelines including special payment instructions
  • Audits lender payees and determine if any corrections are required
  • Submits payee corrections timely
  • Identifies incorrect reporting from business partner and obtain correct information to resolve research timely
  • Interprets payment histories, loan conditions, notes
  • Follows agency guidelines and special processing instructions
  • Builds Tax Lines as needed utilizing the TED table
  • Validates lender payees prior to making disbursements
  • Completes Tax Processing Reports accurately prior to ELD (excluding Handle Manual if applicable)
  • Completes all required processing on exception reports within SLA
  • Balances all disbursements prior to end of day and submit all payment back daily
  • Trains others on all aspects of Tax Escrow Processing


Workflow Management

  • Monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiencies
  • Prepares production/statistical reports to mortgage lenders and direct supervisors
  • Notifies Leadership when overtime or assistance is needed
  • Ensures no items go out of standard or miss any SLA’s
  • Assists with special projects as supervisor and team lead deem necessary
  • Provides backup assistance to team lead as necessary
  • Demonstrates advanced knowledge of Lender Business Rules with the ability to manage multiple priorities

Customer Service

  • Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner within the required SLA’s
  • Maintains positive working relationships with both internal and external business partners
  • Notifies business partners of reporting errors in a clear concise manner.
  • Communicates new lender requests to management


Quality Control

  • Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Disbursement Team standards are met. Communicates issues professionally and includes recommended solutions
  • Prepares production/statistical reports as applicable
  • Maintains the required quality scores consistently



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


Position Requirements
  • High School Diploma or equivalent
  • Experience in Microsoft Excel, Microsoft Word and Microsoft Access
  • Experience in Black Knight (MSP), Fiserv, FICS, and EAS Lender Servicing Systems
  • Minimum of 3 – 5 years in Tax Service and/or loan service experience or 12 – 18 months experience as an Outsource Disbursement Processor III
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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