Outsource Disbursement Processor III

Tax Procurement and Payments

• Procures tax amount data from taxing agency jurisdictions using telephone, e-mail, and fax communication.
• Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions.
• Effectively identifies tax status for payment processing.
• Manages/processes open items such as missing payments, misapplied payments, and lost payments without supervision.
• Audits lender payees and determines if any corrections are required.
• SUBMIT PAYEE CORRECTIONS TIMELY.
• Identifies incorrect reporting from business partner and obtains correct information to resolve research timely.
• Interprets payment histories, loan conditions, and notes.
• FOLLOWS AGENCY GUIDELINES AND SPECIAL PROCESSING INSTRUCTIONS.
• BUILD 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 SUBMITS ALL PAYMENT BACK DAILY.

Taxation 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.

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.

Pay, Schedule, Benefits

Salary range: $16.96 - $22.90

Required Education and Experience:

• High School Diploma or equivalent.
• Experience in Microsoft Excel and Microsoft Word.
• Data entry/computer usage experience.
• Customer service experience.
• Minimum of two years as an Outsource Disbursement Processor II.