Refund-Return Processor II

About the role

The Refund/Return Processor II processes and researches refund or return checks, including requests from lenders requiring research, to determine root cause. The role exercises strong decision-making skills to complete tasks and make penalty determinations, and advises of any unusual circumstances or requirements that could impact Service Level Agreements.

Responsibilities

• Procure tax information from tax agencies via telephone, email, and fax.
• Interpret tax amount data and statuses per property taxes received from taxing agency jurisdictions to identify tax status for payment processing.
• Monitor, report, and communicate the status of work assignments and statistics to Team Lead/Supervisor while identifying opportunities to increase efficiency.
• Accurately prepare production and statistical reports for mortgage lenders and direct supervisors.
• Respond to mortgage lenders and taxing agency jurisdictions using effective verbal and written communication.
• Apply and support the implementation of new or modified policies and procedures to meet Refund/Return Team standards.
• Perform other duties as assigned based on departmental needs.

Requirements

• High School Diploma or equivalent.
• Experience with Microsoft Excel, Microsoft Word, and Microsoft Access.
• Knowledge of the LERETA online system, Black Knight (MSP), and/or Fiserv Servicing Systems.
• Data entry and computer usage experience.
• Customer service experience.
• Minimum of 6 months as a Refund/Return Processor I.

Pay

$18.28 - $22.00 per hour.