7 Tax Team Specialist Jobs in Merrillville, IN
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Tax Team Specialist
$55k-68k (estimate)
Full Time | Banking
7 Days Ago
Centier Bank is Hiring a Tax Team Specialist Near Merrillville, IN
Minimum Hourly Rate:$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
This department typically works Monday-Friday from 8am-5pm.Supervisory Responsibilities: None
Summary:The associates in this position will share in the following tasks:
Process all monthly Escrow Analysis Calculations. Handle escrow calls from clients and empathetically explain the escrow calculation to them. Process escrow shortage payments and adjust CSI as needed.
Timely payment of all Real Estate Taxes using Info Pro system for Real estate loans. Pay Triad mobile home county taxes using Lereta/ICG system. Monitor and pay Flood Insurance to ensure 100% compliance with all flood regulations. Disbursement of monthly PMI payments. Research PMI cancellations and drop PMI as required to stay in regulatory compliance. Handles returned mail, address changes, death certificates and name changes on loans.
The job duties require that the associates have direct interaction with many county agencies on a regular basis to obtain or verify taxes that are due and payable. They are also the liaisons with both vendors Info Pro and Lereta/ICG to ensure data transmissions are accurate. Excellent communication skills are required to explain the detailed nature of escrow analysis to clients and must also be empathic in the delivery of the negative news that their monthly payments are going up.
The Specialist will be expected to work on routine tasks following procedures and may occasionally involve non-standard assignments. As well as using sound judgment and concise/clear workouts when dealing with difficult or delq tax issues.
PMI & Address chgs Essential Duties & Responsibilities:DAILY
Semi Annually – Delq tax review of Info Pro’s report after major tax due dates of June & Dec
Knowledge, Skills, and Abilities required for this position:Knowledge of county tax payment processing and/or escrow regulations are a must.
Excellent verbal and written communication skills are a must.
Knowledge and mid-level use of Microsoft Excel and Word.
Ability to learn internal and vendor software’s such as NuPoint, TREEV, Info Pro and Lereta
The ability to use office equipment such as phones, fax machines, and calculators.
Minimum Qualifications:Tax Specialist – At least 1 year of tax payment related work and/or 3 years of loan servicing experience
Internal Pay Level 6
What do I do now?
Equal Opportunity Employer: Disability/VeteranCentier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
This department typically works Monday-Friday from 8am-5pm.Supervisory Responsibilities: None
Summary:The associates in this position will share in the following tasks:
Process all monthly Escrow Analysis Calculations. Handle escrow calls from clients and empathetically explain the escrow calculation to them. Process escrow shortage payments and adjust CSI as needed.
Timely payment of all Real Estate Taxes using Info Pro system for Real estate loans. Pay Triad mobile home county taxes using Lereta/ICG system. Monitor and pay Flood Insurance to ensure 100% compliance with all flood regulations. Disbursement of monthly PMI payments. Research PMI cancellations and drop PMI as required to stay in regulatory compliance. Handles returned mail, address changes, death certificates and name changes on loans.
The job duties require that the associates have direct interaction with many county agencies on a regular basis to obtain or verify taxes that are due and payable. They are also the liaisons with both vendors Info Pro and Lereta/ICG to ensure data transmissions are accurate. Excellent communication skills are required to explain the detailed nature of escrow analysis to clients and must also be empathic in the delivery of the negative news that their monthly payments are going up.
The Specialist will be expected to work on routine tasks following procedures and may occasionally involve non-standard assignments. As well as using sound judgment and concise/clear workouts when dealing with difficult or delq tax issues.
PMI & Address chgs Essential Duties & Responsibilities:DAILY
- Process returned mail and send change of address letters
- Input Address Changes to CSI system
- Process Death Certificates and Marriage Certificates
- Process Customer requests for PMI cancellation when LTV is 80%
- Escrow Analysis Calls- TAKES OVERFLOW CALLS
- Pull PMI Report – Cancel PMI that reached 78% LTV
- On Monday PMI Activation Report to verify prior week’s bookings were activated on websites.
- Print PMI Listing Report to confirm PMI due dates are correct
- Print PMI LTV Report from Center View confirm payment has not reached half point
- Verify that all new notes are included on monthly PMI invoices using activations
- Disburse PMI payments for all PMI companies
- Monitor PMI Payoff Refunds and post to log
- Escrow Analysis Calls – Other 2 Assocs will assist with overflow
- Process Lereta Tax Payment Files- other 2 assocs will assist on large files
- Process Escrow Shortage Payments
- Escrow Analysis Ordering and Processing for M/L and C/L and ARM’S
- Pull and work reports prior to ordering the analysis, starting 15th of each mth
- Order Escrow Analysis - CL on the 1st. MLs on the 2nd bus day
- Run TES to post overage/excess overages
- Balance overage/excess Disbursements
- Release pymt Changes
- Print and Mail overage checks
- Complete Work Packet
- Flood Insurance Issues
- Answer any Flex (Cash Reserve Account) questions
- Number and Prep for scanning incoming Mobile Home Tax Bills
- Escrow Analysis Calls- TAKES OVERFLOW CALLS
- Pull Flood Insurance Report and Review
- Track and pay Flood Insurance Payments
- Pull Cash Reserve Exceptions (Flex) report & review negative balances
- Lerta Data File Submission
- Lerta Compare File
- Monthly Compliance Flood report
Semi Annually – Delq tax review of Info Pro’s report after major tax due dates of June & Dec
Knowledge, Skills, and Abilities required for this position:Knowledge of county tax payment processing and/or escrow regulations are a must.
Excellent verbal and written communication skills are a must.
Knowledge and mid-level use of Microsoft Excel and Word.
Ability to learn internal and vendor software’s such as NuPoint, TREEV, Info Pro and Lereta
The ability to use office equipment such as phones, fax machines, and calculators.
Minimum Qualifications:Tax Specialist – At least 1 year of tax payment related work and/or 3 years of loan servicing experience
Internal Pay Level 6
What do I do now?
- Apply with us!
- Refer this opening to others!
Equal Opportunity Employer: Disability/VeteranCentier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
Job Summary
JOB TYPE
Full Time
INDUSTRY
Banking
SALARY
$55k-68k (estimate)
POST DATE
06/19/2024
EXPIRATION DATE
07/17/2024
WEBSITE
centier.com
HEADQUARTERS
SAINT JOHN, IN
SIZE
1,000 - 3,000
FOUNDED
1895
TYPE
Private
CEO
MARK HILL
REVENUE
$200M - $500M
INDUSTRY
Banking
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