Payment Correspondence Lead

Lereta Llc; Pomona (CA); On-site; USD 26,174 - 33,062; Full time

Job summary

Lereta Llc is seeking a Lead for Payment & Correspondence to assist the Supervisor in planning and directing daily workflow at the Pomona location. The role prioritizes tasks by business needs and SLA targets, providing training and guidance to the team while handling complex exceptions.

Essential functions include leading bill processing, payment processing, and customer service activities, with emphasis on accuracy, timeliness, and adherence to internal controls.

Qualifications

• High school diploma or equivalent required.
• Experience with tax processing and bill handling.
• Strong attention to detail and ability to manage priorities.

Responsibilities

• Prepares outgoing Bill Requests and registrations to taxing authorities.
• Opens incoming mail from taxing authorities and routes to process.
• Authenticates tax bills and confirms addresses and due dates.
• Enters tax amounts into the TCSL system.
• Images and indexes customer documents for WebXtender.
• Distributes outsourcing mail per lender-approved matrix.

Skills

Bill processing

Payment processing

Customer service

Quality control

Training

Team leadership

Education

High School Diploma or equivalent

Tools

TCSL

WebXtender

MS Excel

Job description

901 Corporate Center Dr
Pomona, CA 91768, USA

Description

The Payment & Correspondence Lead assists the Supervisor in planning and directing the daily workflow within the Bill Acquisition & Payment Team. The position prioritizes according to business needs, volume of demand requests received, and awareness of time sensitivity. The Team Lead ensures successful operations in accordance with the company’s objectives and SLA’s that are set for the team and provides training, feedback, and support to the team. The role handles the most complex exception processing, leaving very few exceptions for the Supervisor or Manager to assist with.

Essential Functions

Bill Processing

• Prepares outgoing Bill Request and Registrations to taxing authorities
• Opens incoming mail from taxing authorities and route to appropriate process
• Authenticates all tax bills received and confirm correct taxing authority mailing address, phone number, contact information and due dates
• Keys tax amounts into LERETA’s TCSL (Tax C Service Search Listing) System
• Image and index customer documents for proper uploading to LERETA’s WebXtender System
• Distributes Outsourcing Mail according to Lender approved Mail matrix. In some cases, experience in Lender Servicing systems; MSP, FiServ, Mortgage SERV, LSAMS, etc

Payment Processing

• Cash Management - Expedites the identification of incoming electronic funds and lender checks to Key Check details into Payment DB for mass payments
• Balance Sheet – Balances funds accurately for mass payments to taxing authorities in conjunction with ELD (Economic Loss Date) to ensure timely remittance This requires review of daily cash flow, to ensure account reconciliation prior to remittance of funds to the taxing authority
• Analyzes prioritization of work and projects by creating, manipulating, and utilizing excel spreadsheets
• Files and pulls necessary tax bills for Payment processing to prepare. Bill Match necessary bills to payment listings for clean organized payment packages to the taxing authorities
• Evaluates position of funds in-house against various SLA’s to determine best processing path supporting team goals and customer expectations
• Utilizes Internal Controls such as internal DCP (Daily Cash Position) report to monitor funds payable to LERETA
• Initiates and prepares timely and accurate Electronic Funds Transfers to various taxing authorities
• Uploads payment file details to Taxing Authorities Vendor Websites (Auto Agent, GovTech, and Grant Street) and ensure that procedures and policies are followed for excess funds during upload

Customer Service

• Demonstrates professional telephone mannerism when speaking to LERETA’s mortgage lenders and taxing authorities
• Demonstrates professionalism in representing LERETA LLC to internal and external customers
• Responds to mortgage lenders and taxing authorities by utilizing effective verbal and written communication in a prompt and accurate manner

Quality Control

• Provides details of quality issues found throughout process to immediate Team Lead or Supervisor
• Accurately prepared production/statistical reports as applicable

Training

Assistd with training of fellow team members, specifically Temporary Team Members that are brought on during peak cycles

Team Player

• Adapts well to constant change and receptive to feedback in work procedures and policies
• Communicates effectively ideas and opportunities to increase processing efficiencies

Lead Responsibilities

• Assists Payment & Correspondence Supervisor with:
  • Identifying issues with team members
  • Delegating of work during peak cycles
  • Gathering and recording Daily/Weekly/Monthly statistics for Management
  • Gathering statistics for Employee One on One’s
  • Establishing and monitoring productivity measurement standards
  • Monitoring the monthly temporary budget
  • Developing of training materials
• Assists Payment & Correspondence Processor I, Payment & Correspondence Processor II, and Senior Payment & Correspondence Processor with difficult and/or exceptions to the normal process
• Attends meetings during absence of Payment & Correspondence Supervisor when applicable
• Prioritizes assignments and report request based on department goals to ensure deadlines are consistently met
• Assists team with decision making issues related to determining liability and processing concerns
• Assumes Payment & Correspondence Supervisor role in their absence

This position will perform other duties as assigned based on the needs of the department.

Required Education & Experience

• High School Diploma or equivalent
• Must be able to type 50 wpm
• Must be able to use 10 key by touch; 10k or above with 98% accuracy
• Must have basic knowledge of Real Estate Tax Servicing
• Twelve (12) to eighteen (18) months experience as TDT Tax Processor II or equivalent
• Intermediate knowledge and understanding of TDT Databases (Bill Acquisition and/or Payment)
• Intermediate knowledge of LERETA’s tax cycles including higher level of complexity pertaining to state and agency requirements.

Preferred Education & Experience

• Proficiency with Microsoft Word, Access, and Excel
• Experience working with internal and external customers

SALARY RANGE: $19.46 - $24.33

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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