Senior Tax Payments & Correspondence Specialist

LERETA, LLC; Pomona (CA); On-site; USD 24,796 - 31,684; Full time

Job summary

LERETA, LLC is seeking a Senior Payment & Correspondence Processor to support the Tax Service Team. The role involves outbound bill requests, tax bill review, bill vault reporting, and EFT/ACH monitoring to ensure timely remittance.

The position requires attention to detail and balance of funds, with duties including mail processing, document imaging, customer/vendor communications, and producing accurate reporting for multiple lenders.

Qualifications

• High School Diploma or equivalent.
• Twelve to eighteen months experience as Payment and Correspondence Processor II or equivalent.

Responsibilities

• Issues delinquent tax notification letters to mitigate homeowner impact to their escrow account.
• Responsible for the analysis and approval of outbound files to customers and vendors.
• Create manual letters via mail merge.
• Interacts with print vendors regarding production assignments or concerns.
• Tag letters with ADA requirements for customers online accessibility.
• Monitors regulatory requirements for NJME2 and NY953 letters.
• Opens incoming mail, date-stamps, sorts and prioritizes within 24hrs.
• Identifies contract information, images, and indexes incoming mail.
• Researches, identifies and returns mail that was incorrectly received.
• Validates POP documentation from borrowers for authenticity and updates system of record.
• Researches undeliverable return mail for BNA errors and notifies client.
• Prepares outgoing bill requests and registrations to taxing authorities.
• Opens incoming mail from taxing authorities and routes to appropriate process.
• Authenticates all tax bills received and confirms correct mailing address, phone number, contact information and due dates.
• Utilizes 10-Key tax amounts into LERETA’s TCSL System.
• Images and indexes customer documents for uploading to WebXtender.
• Distributes outsourcing Mail according to lender approved mail matrix.
• Prepares outgoing tax amount reports to lenders.
• Matches necessary bills to report listings for clean organized packages to the lenders.
• Initiates and prepares timely and accurate reporting files for various lenders.
• Cash Management - Expedites identification of incoming electronic funds and lender checks.
• Balances funds for mass payments to taxing authorities in conjunction with ELD to ensure timely remittance.
• Analyzes daily cash flow and account reconciliation prior to remittance of funds.
• Creates and uses excel spreadsheets for prioritization and tracking.
• Files and pulls necessary tax bills for payment processing and reports.
• Evaluates position of funds against SLAs to determine best processing path.
• Uses internal DCP report to monitor funds payable to LERETA.
• Initiates and prepares timely electronic funds transfers to various taxing authorities.
• Uploads payment file details to vendor websites and follows procedures for excess funds.

Education

High School Diploma or equivalent

Job description

LERETA, LLC is seeking a Senior Payment & Correspondence Processor to support the Tax Service Team. The role involves outbound bill requests, tax bill review, bill vault reporting, and EFT/ACH monitoring to ensure timely remittance.

The position requires attention to detail and balance of funds, with duties including mail processing, document imaging, customer/vendor communications, and producing accurate reporting for multiple lenders.