Tax Payment Research Specialist

University Bank; Jacksonville (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

University Bank is seeking a Tax Payment Research Specialist to issue payments for tax installments, monitor delinquent taxes, and review daily CoreLogic reports. The role supports escrow setup, waiver requests, and escrow analysis across mortgage accounts.

The candidate will research discrepancies, maintain accurate escrow records, and communicate effectively with investors and customers. Office-based role in a controlled environment.

Qualifications

• Maintain positive relationships with customers and partners.
• Provide professional oral and written communication.
• Excellent organizational, time management and analytical skills.
• Ability to manage confidential information and resolve escalated issues.

Responsibilities

• Issue disbursements for tax installments (electronic/hardcopy).
• Process open items to identify due installments.
• Research and resolve taxes reported as exception or special handling.
• Monitor delinquent taxes and coordinate with investors to ensure payment.
• Process CoreLogic reports to verify escrow records and tax contracts.
• Provide legal descriptions to CoreLogic for multi-parcel and high-liability loans.
• Handle weekly ANOP file with CoreLogic to keep tax contracts active.
• Process escrow requests and waivers, plus applicable fees.

Skills

Attention to detail

Professional communication

Independence

Confidentiality

Education

High school diploma or equivalent

Job description

Description

General Job Summary

The Tax Payment Research Specialist is responsible for issuing payments for all tax installments, processing open items and exceptions, monitoring delinquent taxes, reviewing daily reports from CoreLogic, and ensure all tax contracts are active. Research and resolve discrepancies when identified. Assist with escrow setup, waiver requests, and escrow analysis

Summary of Essential Job Functions

• Issue disbursements on all tax installments (electronic/hardcopy)
• Process open items report to identify pending installments due
• Research and resolve all taxes reported as exception or special handling, or identified by investors, customers, and/or CoreLogic tax service
• Monitor any delinquent taxes reported, working with investors to ensure taxes are paid current
• Process daily reports from CoreLogic to ensure accuracy of escrow records, vendor files, and tax contracts
• Obtain and provide legal descriptions to CoreLogic in a timely manner for all multi-parcel, high liability, and suspended loans
• Process weekly ANOP file with CoreLogic to ensure all loans have active tax contracts
• Monitor any property address changes to ensure we are receiving reporting on correct property and that CoreLogic is notified timely of any changes made after original contract ordered
• Process customer requests including establishing escrow, waiving escrow, and processing any applicable fee requirements

Other Job Functions

• Monitor and processing incoming emails for escrow email box
• All other duties as assigned by management

Working Environment

Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments.

Requirements

Education, Training and Work Experience

• High school diploma or equivalent required
• Previous experience in a professional environment desired
• Previous mortgage banking experience desired
• Previous computer experience required

Knowledge, Skills and Abilities

• Maintain & foster positive relationships with customers and business partners
• Complete all assigned training in a timely manner
• Provide professional communication in both oral & written expression
• Excellent attention to detail
• Able to work diligently and independently
• Ability to manage and maintain confidential information
• Ability to diffuse and provide business orientated solutions for escalated issues/calls
• Excellent organizational, time management & analytical skills
• Able to effectively problem solve

Physical Requirements

• Able to lift up to 20 pounds
• Extended periods of sitting (at computer desk)
• May be exposed to extended periods of interaction with others (listening, talking, taking notes)
• Complete repetitive tasks (including operation of computer mouse/keyboard)

**University Bank is an Equal Opportunity / Aff…**