Demo

Payment Processor Lead

LERETA
Irving, TX Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/11/2025

The Payment Processor Lead assists the management team with planning and directing the daily workflow of the Payment Team. The position ensures successful procurement and on-time payments in adherence to LERETA's requirements / objectives. The Payment Processor Lead provides training, feedback, and support for the development of employee skill set.

Tax Procurement

  • Reviews agency websites, makes / receives phone calls and / or reviews internal tax reports in order to identify the tax amounts that need to be procured / paid and reports the findings to the client in a timely manner
  • Balances client returns and assists with matching payment checks to vouchers / bills then prepares the packets for shipping to the appropriate taxing authorities
  • Researches delinquencies as required, procures payoff amounts and determines the root cause for delinquency
  • Researches various tax procurement matters / issues per the client's request and / or per the requests submitted by internal departments
  • Procures tax status for various properties / accounts according to department policies and procedures in accordance with the Service Level Agreements (SLA)
  • Additional responsibilities include balancing client payments and preparing payments in bulk to ship to the tax authorities on behalf of the clients
  • Ability to upload procured tax amounts to system of record
  • Responsible for resolving funds on account
  • Responsible for setting up Trust accounts

Open Items Management

  • Reviews summaries of open items and schedules procurement activities and distribution of procurement work assignments to the Payment Team
  • Ensures assigned work assignments are completed by assignees and entered into the system
  • Identifies and troubleshoots a wide-range of issues and when necessary, escalates the matter to the appropriate party
  • Completes internal and external client projects, tasks and issues on a day-to-day basis
  • Identifies imminent loss situations and informs management promptly
  • Tape Build Management

  • Reviews un-taped items (PDR) reports and assigns team members to create payment batches (tapes)
  • Ensures tapes are sent in adequate time to meet customer requirements for approval and funding and that approval and funding return dates are set to provide sufficient time to generate checks and mail payments
  • Balances client returns and assists with matching payment checks to vouchers / bills and prepares them for shipping to the appropriate taxing authorities
  • Leadership

  • Provides guidance and training to the team and acts as a resource in absence of the management team
  • Tracks and maintains daily production / workflow and quality expectations data and submits a status report to management on a daily basis
  • Facilitates the team's decision-making process
  • Mentors, motivates and provides coaching to employees in areas specific to customer SLA requirements, internal key performance indicators and LERETA's company standards
  • Customer Service

  • Acts as the main point of contact for the clients and assists them via email or telephone with questions or issues
  • Communicates with Tax Collectors to answer questions and resolve issues presented by clients
  • Responds to email inquiries / issues from customers regarding payment issues and conducts research to ensure resolution and accuracy of information
  • Assigns research work assignments to team members and follows-up to ensure accuracy, completion and timely response to customer
  • Participates in regular customer calls and offers information and feedback on processes and issues
  • Salary range : $19.25 - $25.76

    Required Education & Experience

  • High School Diploma or equivalent
  • Proficiency in Microsoft® Office Excel, Outlook, PowerPoint and Word
  • Typing speed of 50 wpm
  • 2 years of related experience in mortgage servicing, preferably with direct experience processing property tax payments
  • Excellent mathematical and analytical skills
  • Knowledge of presenting information on Teams application
  • Advanced experience with upstream and downstream processes that impact clients, internal departments and taxing authorities
  • Advanced property research skills / experience
  • Advanced experience with LERETA'S products and services
  • Advanced knowledge of servicing systems, browsers, databases and other technologies to research and troubleshoot client issues
  • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    Salary : $19 - $26

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