Refund Clerk III
Refund Clerk III 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 Date4/5/2022 PositionRefund Clerk III Full-Time/Part-TimeFull-Time Exempt/Non-ExemptNon-Exempt CategoryTax LocationDallas Req NumberTAX-22-00046 DescriptionThe 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 ProcessingProcesses and researches property tax refunds and returned checks from payments made to taxing authorities for the properties serviced throughout the United StatesResearches a high-volume of complex issues typically requiring advanced knowledge of customer business rules and LERETAs requirementsConducts research of data by leveraging all available resources, databases, third-parties and public informationProcesses payments which may require reviewing tax bills, identifying and disbursing tax amounts from the system, matching bills to checks and extracts data from the systemPrepares supporting documentation to determine penalties and presents the data for supervisor approvalReviews agency websites, makes/receives phone calls or utilizes internal tax reports to research tax payments returned by taxing authorities to identify resolution of funds disbursedResearches delinquencies, procures payoff amounts and determines the root cause for delinquency to return monies to the customer or tax collector with necessary adjustmentsResearches questions/problems from internal / external customersIdentifies imminent loss situations and informs management promptlyTracks and maintains daily production / workflow and accuracy expectations data in order to submit a status report to management on a daily basisMaintains simple to complex files including researching documents and various information from other agenciesPrepares, balances, submits wire disbursements and check depositsResponsible for internal and external client reportingResponsible for various quality control, reconciliation and audit processesIndependently, quickly and accurately troubleshoots and properly escalates a wide-range of serious issuesProvides direction, guidance and training to staffCompletes internal and external / client projects, tasks and resolution of issues on a day-to-day basisCollaborates with and maintains open communication with all departments to ensure effective and efficient workflow and will facilitate completion of tasks / goalsMaintains individual employee performance records in accordance with traceable metrics and quality standards in relation to department goals and objectivesWire/ACH and Mailing Refunds ofEnsures timely and accurate processing of refunds sent to the clients weekly via wire, ach or mailWork with accounting to ensure reconciliation of all funds going to clientsRetrieves files that list outgoing check items segregated by client, obtains checks from designated storage areas and mails them according to operating proceduresOutstanding ChecksEnsure timely research on all uncashed checks that have exceeded 75 days from date of issueWork with taxing agencies to waive any penalty and interest associated with non-payment of taxes due to outstanding check statusMaintain 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 touchEOE 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.