Senior Outsource Task Processor III: Tax and Workflow Expert

LERETA, LLC

Pomona (CA)

On-site

USD 23,000 - 33,000

Full time

3 days ago
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Job summary

LERETA, LLC in Pomona, CA seeks an Outsource Task Processor III to research and process mortgage tax and payment tasks initiated by lenders, homeowners, or internal sources. You will balance SLA requirements, review data, and advise on unusual cases while navigating MSP and other lender systems.

The role emphasizes teamwork, accuracy, and speed in a fast-paced environment, with duties that include tax data retrieval, processing payments, reporting, and training colleagues.

Qualifications

  • High School Diploma or equivalent.
  • Experience in Microsoft Excel and Microsoft Word.
  • Experience in Black Knight MSP, Fiserv, FICS, and EAS Lender Servicing Systems.
  • Data Entry/Computer usage experience.
  • Customer Service Experience.
  • Minimum of 2 years as an Outsourcing Task Processor II.
  • Must be able to type 40+ wpm.
  • Must have intermediate Microsoft Excel Skills (Filter, Sort, VLOOKUP and Pivot Tables).
  • Must be able to use 10 key by touch; 9k or above with 98% accuracy.
  • Must have intermediate knowledge of Real Estate Tax Servicing.

Responsibilities

  • Procures and interprets tax data from taxing agencies via phone, email, and fax.
  • Processes research requests to determine root cause and ensure SLA adherence.
  • Builds Tax Lines as needed and validates lender payees before disbursements.
  • Completes Tax Processing Reports accurately before ELD.
  • Monitors status of work assignments; prepares production/statistical reports.
  • Maintains quality scores and adheres to policy procedures.

Skills

Team player
Communication skills
Fast-paced environment
Time management

Education

High School Diploma or equivalent

Tools

Microsoft Excel
Microsoft Word
Black Knight MSP
Fiserv
FICS
EAS Lender Servicing Systems

Job description

LERETA, LLC in Pomona, CA seeks an Outsource Task Processor III to research and process mortgage tax and payment tasks initiated by lenders, homeowners, or internal sources. You will balance SLA requirements, review data, and advise on unusual cases while navigating MSP and other lender systems.

The role emphasizes teamwork, accuracy, and speed in a fast-paced environment, with duties that include tax data retrieval, processing payments, reporting, and training colleagues.

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