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Tax Line Set up/Tax Line Audit Lead

Company: Lereta LLC
Location: Rancho Cucamonga
Posted on: May 3, 2021

Job Description:

Tax Line Set up/Tax Line Audit Lead

About the OrganizationSince 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 Date1/25/2021

PositionTax Line Set up/Tax Line Audit Lead




LocationRancho Cucamonga

Req NumberTAX-21-00019


TheTax line Set up/Tax Line Audit Leadwill ensure accurate and timely completion of tax line information on the customer's servicing system for bulk acquisitions and new customer conversion files in accordance with conversion commitment schedules. To satisfy audit exceptions in accordance with conversion exception guidelines and schedules. Assist IT with implementation of TLS products used within mainframe. Act as the liaison between our operational teams and IT for required corrections within the Tax Escrow Disbursement product.

Tax Line Set Up

+ Analyzes conversion data and completes tax line information using business rules agreed upon by lender.

+ Performs research and assignment of taxing authorities and assist with the update of agency cross references for conversions.

+ Interacts with operational teams to ensure communication is clear when it relates to the status of loans received through and acquisition file from a prior servicer.

+ Performs quality management or other special assignments as requested.

Tax Line Audit

+ Performs research and resolution for assigned audit exception branch items through searching methods, contacting agencies via telephone and or written correspondence, maps or Internet searches.

+ Keeps apprised of branch reporting calendar and branch issues relating to conversion/audit items.

+ Creates agency cross reference file to use in conjunction with our TED (Tax Escrow Disbursement) product.

+ Reviews and trouble shoots system errors to determine the required fix and communicates with IT team.

Quality Control

+ Performs Quality Assurance (QA) in work queues, Excel spreadsheets and other applicable formats.

+ Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Tax Line Set up/Audit standards.

+ Accurately prepares production/statistical reports as applicable.

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

Position Requirements

+ Experience in Microsoft Excel 2007, Microsoft Word and Microsoft Access 97.

+ Experience in AS400.

+ Experience in MSP, FiServ, and MortgageServ Servicing Systems.

+ High School Diploma or equivalent.

+ Minimum of three years experience with tax agencies, tax searching methods as well as loan servicing procedures.

+ Data Entry/Computer experience.

EOE StatementWe 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.

Keywords: Lereta LLC, Rancho Cucamonga , Tax Line Set up/Tax Line Audit Lead, Other , Rancho Cucamonga, California

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