Refund & Return Analyst II — Research, QA & Reporting

LERETA, LLC; Pomona (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

LERETA, LLC is seeking a Refund/Return Processor II to research and process refund and return checks, ensuring accurate root-cause analysis and timely responses to lenders.

The role requires experience with Excel, Word, Access, and knowledge of LERETA online systems or similar servicing platforms. Strong customer service and data entry skills are essential, with a focus on meeting SLAs.

Qualifications

• Minimum of 6 months as a Refund/Return Processor I
• Experience with Microsoft Excel, Word, and Access
• Knowledge of LERETA online system, Black Knight MSP, or Fiserv Servicing Systems
• Data entry/computer usage experience
• Customer service experience

Responsibilities

• Process and research refund or return checks to determine root cause.
• Advise of unusual circumstances or requirements that could endanger SLAs.
• Procure tax information from tax agencies via phone, email, and fax and interpret tax data for payments.
• Monitor, report, and communicate status of work, seeking efficiency improvements.
• Respond to mortgage lenders and taxing agencies with clear verbal and written communication.
• Apply and support policy changes to ensure Refund/Return standards are met.
• Prepare production/statistical reports for lenders and supervisors.
• Perform other duties as assigned by department needs.

Skills

Excel

Word

Access

Data entry

Customer service

Education

High School Diploma or equivalent

Tools

LERETA online system

Black Knight (MSP)

Fiserv Servicing Systems

Job description

LERETA, LLC is seeking a Refund/Return Processor II to research and process refund and return checks, ensuring accurate root-cause analysis and timely responses to lenders.

The role requires experience with Excel, Word, Access, and knowledge of LERETA online systems or similar servicing platforms. Strong customer service and data entry skills are essential, with a focus on meeting SLAs.