Associate, Loan Servicing - Tax

Lument; Dallas (TX); Hybrid; USD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented professional to manage Real Estate Tax payments and ensure compliance across various loans. This role involves coordinating tax payments, monitoring proof of payment, and assisting with quality assurance reviews. The ideal candidate will thrive in a fast-paced environment, demonstrating excellent communication and organizational skills while utilizing tools like Microsoft Excel and specialized servicing systems. Join a company that values work-life balance and offers a competitive benefits package, including flexible work arrangements and extensive family care programs.

Benefits

Competitive Vacation Policy

Floating Personal Holidays

Extensive Leave Options

Generous Parental Leave Benefits

Hybrid Working Model

Qualifications

• Experience in real estate taxation or equivalent work experience is preferred.
• Strong ability to manage multiple tasks and prioritize effectively.

Responsibilities

• Coordinate and administer payment of Real Estate Taxes for all loans.
• Monitor and obtain proof of payment on all tax payments.
• Assist with Quality Assurance review of tax closing files.

Skills

Real Estate Taxation

Communication Skills

Organizational Skills

Customer Service Skills

Microsoft Office Products

Education

Associate Degree

Equivalent Work Experience

Tools

Microsoft Excel

Microsoft PowerPoint

McCracken STRATEGY Servicing System

Job description

Purpose and Job Summary

This position is primarily responsible for the coordination, administration, and payment of Real Estate Taxes for all loans where the employer has an interest.

Essential Duties & Responsibilities

• Procure, process and pay/cause to be paid all related tax bills prior to their due date, avoiding any and all penalty and interest for which the employer holds escrow.
• Monitor and obtain proof of payment on all tax payments relating to the collateral made by the Borrower for loans not holding a tax escrow.
• Assist team with property legal descriptions review to ensure all parcels relating to collateral are being accurately tracked in servicing system.
• Field minor disbursement questions as they arise and assist with setting monthly escrow collection based on your assessment calculations.
• Work with Borrowers to address and collect tax escrow shortages.
• Efficiently use Word and Excel for daily typing of correspondence, documents/forms, presentations, spreadsheets, proposals, and other transaction-related projects.
• Utilize the McCracken STRATEGY Servicing System and other software applications in order to facilitate tax reviews. Accurately update tax records in Strategy; i.e., taxing authority vendor records, and tax trailers, and produce timely reports reflecting the status of processing effort. Set up new or converted loan files and migrate pertinent information to tax and correspondence files by performing all necessary filing activities promptly and accurately.
• Assist with Quality Assurance review of tax closing files under the supervision of the Senior Associate
• Participate in internal and external quality control and audit assessments, providing prompt and accurate responses to inquiries made, as well as taking immediate action to correct or resolve issues as they are made known.
• Cross-train in all areas of the department as time permits, department needs dictate, and with the manager’s approval.
• Ensure that proper notification, communication, and coordination occur with the manager in the performance of job duties.
• Perform all other tasks as may be assigned by the manager.

Confidentiality:

This position requires access to sensitive and confidential information. It is expected that this information remains confidential both internally and externally to the company.

Education, Skills & Experience

Required

• Associate degree preferred or equivalent work experience, with a focus on real estate taxation encouraged.
• Ability to work well under pressure, adjust to varied workloads, handle multiple tasks, and determine priorities
• Excellent communication, organizational, and customer service skills
• Knowledge of Microsoft Windows and Microsoft Office Products (excel, PowerPoint, etc.)

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.