What are the responsibilities and job description for the Tax Specialist position at Vanderbilt Mortgage?
Position Title: Tax Specialist (Non – LO –No Consumer Contact)
Department: Property Tax and Insurance Tracking
Job Status: Full Time/Hourly
Reports to: Property Tax and Insurance Tracking Team Lead Amount of Travel: None
Vanderbilt Mortgage and Finance, Inc. (VMF) was established in 1974 and currently services over 150,000 loans. Our strength as an organization is rooted in the quality of our people and products. We are an equal opportunity employer committed to creating a diverse workforce. Furthermore, we are financially strong, with a reputation for leading the industry with unsurpassed products, a broad range of services, and a coast-to-coast presence. We are professionally strong, from entry level to more experienced positions, we are actively recruiting individuals who are passionate, positive, and eager to learn. As a member of our team, we will equip you for success. You will enjoy excellent benefits, opportunities for growth, and an encouraging culture that supports work-life balance.
JOB SUMMARY
The Tax Specialist is responsible for ensuring that tax invoices are processed accurately and timely. This position reports to the Property Tax and Insurance Tracking Team Lead and manages a large group of loans assigned by specific states. This position researches, obtains, and processes a variety of tax related correspondence and follows up accordingly. This position plays a crucial role in helping the business make sure tax bills are paid in adherence to the entity required or requested form of payment along with proper documentation.
JOB FUNCTIONS
Property Tax Payment Processing
- Processes payments to Tax Authorities ensuring timely and accurate payment of tax bills.
- Ensures individual county requirements are met regarding attached forms or documents as needed.
- Maintains a sequence of loans and follows-up in a timely manner.
- Utilizes Taxing Authority websites to retrieve tax bills and audits bills ensuring all tax projections are considered and setup accurately.
- Requests Tax Bills from customers and Taxing Authorities via mail, email, and phone.
- Inputs updated information for tax suppliers and address changes.
- Researches accounts for new county requirements and tax exemptions and updates accordingly.
- Assists in reviewing penalty and interest write offs.
Approx % of Time Performing Duty:
60%
Research
- Handles new loan set up and determines accurate tax projections in the Tax Tracking system along with verifying amounts for correct escrow payment consideration.
- Researches Property Assessments on 3rd party websites and updates the system for appropriate handling.
- Reviews returned checks for appropriate action.
- Analyzes Tax Suits in order to recommend payment to upper management.
- Investigates Tax Levies to ensure funds are coming from the appropriate accounts.
- Audits loans that are not registered with the county and communicates with customers on how to appropriately register their home.
- Monitors all tax projections to ensure appropriate payment is made to the accurate tax authority.
Approx % of Time Performing Duty:
15%
Correspondence
- Completes all internal customer service requests in a timely and efficient manner.
- Connects with customers, 3rd parties, and vendors via phone and by email to educate or request necessary information.
- Processes county required forms such as Assessments, Refunds, Payoffs, Registration, Reallocation of Funds, and Moving Home.
Approx % of Time Performing Duty:
10%
Account Management
- Audits Government Servicing loans as assigned.
- Participates with reviewing and resolving internal and compliance audit exceptions.
- Monitors the Tax Tracking queue and assists with making updates as needed.
Approx % of Time Performing Duty:
5%
Compliance/Policy and Procedures
- Maintains knowledge of all company/department policies and procedures, as well as all applicable state and federal lending regulations.
Approx % of Time Performing Duty:
5%
Other duties as assigned (Do not delete)
This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.
Approx % of Time Performing Duty:
5%
QUALIFICATIONS:
- High School diploma or equivalent required, college preferred.
- 0-2 years related experience preferred.
- Basic computer skills with ability to type at least 25 wpm.
- Ability to communicate effectively and efficiently via phone, email, and person to person.
- Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken.
- Ability to manage multiple and/or conflicting responsibilities.
- Great attention to detail and organizational skills.
- Ability to work in a team environment.
PHYSICAL DEMANDS:
- Must be able to remain in a stationary position 75% of the time.
- Will be constantly operating a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
- Will be communicating 90% of the time over the phone.
- Will constantly work in a state-of-the-art indoor temperature controlled, sealed window office environment.
Here are some more reasons to choose Vanderbilt Mortgage!
- A Berkshire Hathaway Company – an integrity-based organization offering unlimited career growth
- Full-time team members have the flexibility to create their own health, dental, and vision benefits package. Vanderbilt Mortgage and Finance, Inc. provides competitive 401(k) programs, including investment options and company matching for full and part time employees after one year to help our team members achieve their financial goals. Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.
- Vanderbilt Mortgage and Finance Inc. is a subsidiary of Clayton of which is proud to have earned spots on the following Forbes lists: America’s Best Employers, America’s Best Employers by State, Best Employers for Diversity, Best Employers for Women.
- As part of Vanderbilt Mortgage’s commitment to Opening Doors to a Better Life, VMF is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program.
- At VMF, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members.
- Our newly renovated Home Office campus offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.
Vanderbilt Mortgage and Finance Inc. is committed to a diverse and inclusive workplace. Vanderbilt Mortgage and Finance, Inc. is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
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