Refund & Return Specialist II — Research-Driven Processor

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

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