Refund-Return Processor II

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

The Refund/Return Processor II processes and researches any refund or return checks, including requests from lenders requiring research, to determine root cause. The role exercises strong decision-making skills to complete tasks and make penalty determinations. The role advises of any unusual circumstances or requirements that could endanger the Service Level Agreement being met.

Tax Procurement

• Procures tax information from tax agencies. Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions
• Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing

Workflow Management

• Effectively monitors, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task
• Accurately prepares production/statistical reports to mortgage lenders and direct supervisors

Customer Service

• Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner

Quality Control

• Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Refund/Return Team standards are met
• Accurately prepares production/statistical reports as applicable

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

Required Education & Experience

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

Salary range: $18.28 - $22.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.