Job ID:3157
Job Title:Tax Specialist
Primary Skills:• Experience in tax and escrow a plus
• Typing 35+ WPM
• High degree of accuracy and attention to detail
• Excellent Customer Service skills
• Ability to work in a fast paced changing environment
• Excellent written and verbal communication skills
• Proficient computer skills, Word and Excel
• Ability to multitask
• Alpha and numeric filing
• Good organization skills
• Must be able to work effectively and efficiently under pressure
Description:The Tax Specialist is responsible for the accurate maintenance of customer escrow impound accounts for escrow/impound tax accounts for taxes while complying with investor, regulatory, and company guidelines.
Responsibilities Include:
• Research and resolution of property tax issues including processing tax disbursements, sales, delinquencies, refunds, incorrect legal descriptions, and parcel and tax title issues
• Accurately complete escrow/compound account additions, changes and deletions
• Ensure taxes are appropriately calculated on new loans and refinances
• Request and pay tax bills before they become delinquent
• Requests, monitor and pay tax bills on escrow accounts and non-escrowed accounts if needed
• Research and deposit tax refunds and update accounts accordingly
• Issue letters to tax offices, investors, loan originators, county officials and customers regarding tax bills and/or property tax assessment
• Order reports; monitor EDI bill files and issue mass payments
• Maintain good working relationship with tax vendors
• Resolving escalated customer escrow/impound inquires and concerns
• Reconcile and audit accounts as necessary
• Escalate to management any deficiencies, problems, or concerns that might be a potential risk
• Assist with special projects within the department