Refund-Return Processor II

Lereta Llc; Pomona (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Lereta Llc in Pomona, CA is seeking a Refund/Return Processor II to process and research refund or return checks, determine root causes, and advise on unusual circumstances affecting service levels. Key duties include procuring tax information from tax agencies via phone, email, and fax, preparing production and statistical reports, and communicating findings to lenders and supervisors.

Applicants should have a High School Diploma, experience with Excel/Word/Access, knowledge of Lereta online

Qualifications

• 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.
• Minimum of 6 months as a Refund/Return Processor I.

Responsibilities

• Process and research refund/return checks to determine root cause and advise on any unusual circumstances affecting SLA.
• Procure tax information from tax agencies via telephone, e-mail, and fax communications.
• Monitor, report, and communicate status of work and statistics to Team Lead/Supervisor, seeking efficiency gains.
• Respond to mortgage lenders and taxing agency jurisdictions with prompt and accurate verbal and written communication.
• Apply and support policy/procedure changes to meet Refund/Return Team standards; prepare production/statistical reports.

Skills

Decision making

Verbal and written communication

Education

High School Diploma or equivalent

Tools

Lereta online system

Black Knight MSP

Fiserv Servicing Systems

Microsoft Excel

Microsoft Word

Microsoft Access

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
• Minimum of 6 months as a Refund/Return Processor I

Salary range: $18.28 - $22.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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