Tax Specialist

Vanderbilt Mortgage and Finance, Inc; Maryville (TN); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical and dental plans

401(k) with company match

PTO, holidays & paid time off

Onsite fitness facility

Job summary

Vanderbilt Mortgage and Finance, Inc. is seeking a Tax Specialist to ensure accurate tax invoicing and timely processing across multiple loans. You will research assessments, manage correspondence with customers and authorities, and help ensure compliant tax payments.

The role reports to the Property Tax and Insurance Tracking Team Lead, with a hybrid schedule (4 days in-office, 1 day remote) and a pay range of $20.39–$23.99 per hour plus bonus opportunities.

Qualifications

• High School diploma or equivalent required; college preferred.
• Ability to communicate effectively via phone, email, and in person.
• Basic computer skills; able to type at least 25 wpm.
• Knowledge of state and federal lending regulations.

Responsibilities

• Process tax invoices accurately and timely for a large group of loans.
• Research property tax assessments and update systems accordingly.
• Communicate with customers, 3rd parties, and vendors to obtain necessary information.
• Assist in tax projections and ensure proper payment to tax authorities.

Skills

Attention to detail

Communication skills

Multitasking

Teamwork

Education

High School diploma or equivalent

College preferred

Job description

At Vanderbilt Mortgage, we believe homeownership makes lives better. For over 50 years, we’ve been committed to making homeownership more attainable for families across the country by providing mortgage solutions that unlock the freedom of home. As a national housing lender, we specialize in financing new and pre-owned manufactured and modular homes. With a diverse range of loan products, a reputation for world-class customer service and a coast-to-coast presence, Vanderbilt continues to be a leader in the industry. Our strength is our people—which is why we prioritize investing in our Team Members through opportunities for growth, a healthy work-life balance, and meaningful recognition of their contributions. Whether just starting out or bringing years of experience, Vanderbilt empowers our Team Members with the tools and training to build a successful career and reach their full potential.

POSITION TITLE: Tax Specialist (Non - LO -No Consumer Contact)

JOB STATUS: Full Time/Hourly

DEPARTMENT: Property Tax and Insurance Tracking

REPORTS TO: Property Tax and Insurance Tracking Team Lead

TRAVEL REQUIRED: None

WORK SCHEDULE: Hybrid - 4 days in-office, 1 day remote

PAY: The expected hiring range for this position is from $20.39 to $23.99 plus additional bonus opportunity. The stated hiring range is based on experience, qualifications, and other relevant factors. Final compensation decisions will take into account a variety of considerations, including individual skills, internal equity, and organizational needs

Job Summary

The Tax Specialist is responsible for ensuring that tax invoices are processed accurately and timely. This role reports to the Property Tax and Insurance Tracking Team Lead and manages a large group of loans assigned by specific states. This role researches, obtains, and processes a variety of tax related correspondence and follows up accordingly. The Tax Specialist plays a crucial role in helping the business make sure tax bills are paid in adherence to the entity required or requested form of payment along with proper documentation.

Job Functions

Property Tax Payment Processing

• Processes payments to Tax Authorities ensuring timely and accurate payment of tax bills.
• Ensures individual county requirements are met regarding attached forms or documents as needed.
• Maintains a sequence of loans and follows-up in a timely manner.
• Utilizes Taxing Authority websites to retrieve tax bills and audits bills ensuring all tax projections are considered and setup accurately.
• Requests Tax Bills from customers and Taxing Authorities via mail, email, and phone.
• Inputs updated information for tax suppliers and address changes.
• Researches accounts for new county requirements and tax exemptions and updates accordingly.
• Assists in reviewing penalty and interest write offs.
• Participates with reviewing and resolving internal and compliance audit exceptions.
• Monitors the Tax Tracking queue and assists with making updates as needed.

Research

• Handles new loan set up and determines accurate tax projections in the Tax Tracking system along with verifying amounts for correct escrow payment consideration.
• Researches Property Assessments on 3rd party websites and updates the system for appropriate handling.
• Reviews returned checks for appropriate action.
• Analyzes Tax suits in order to recommend payment to upper management.
• Investigates Tax levies to ensure funds are coming from the appropriate accounts.
• Audits loans that are not registered with the county and communicates with customers on how to appropriately register their home.
• Monitors all tax projections to ensure appropriate payment is made to the accurate tax authority.

Correspondence

• Completes all internal customer service requests in a timely and efficient manner.
• Connects with customers, 3rd parties, and vendors via phone and by email to educate or request necessary information.
• Processes county required forms such as Assessments, Refunds, Payoffs, Registration, Reallocation of Funds, and Moving Home.

Other duties as assigned

This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.

• Audits Government Servicing loans as assigned.

Qualifications

• Education: High School diploma or equivalent required, college preferred.
• Experience: Minimum 1 years related experience required; 1-2 years related experience preferred.
• Basic computer skills with ability to type at least 25 wpm.
• Ability to communicate effectively and efficiently via phone, email, and person to person.
• Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken.
• Ability to manage multiple and/or conflicting responsibilities.
• Great attention to detail and organizational skills.
• Ability to work in a team environment.
• Knowledge of all company/department policies and procedures, as well as all applicable state and federal lending regulations.

Physical Demands

• Must be able to remain in a stationary position 75% of the time.
• Will be constantly operating a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
• Will be communicating 90% of the time over the phone.
• Will constantly work in a state-of-the-art indoor temperature controlled, sealed window office environment.

Benefits

• Medical and Dental Plan with Prescription Coverage and Vision.
• Competitive benefits including 401(K) includes 100% company match of the first 4%.
• Paid time off days (PTO), maternity/paternity leave, and holidays.
• Community involvement including Volunteer Paid Time Off (VTO).
• Tuition Assistance for your first degree
• Enjoy coming \"home\" to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
• Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
• Collaborative and energetic work environment.
• Professional development and promotional opportunities.
• Competitive bonus programs.

Vanderbilt Mortgage and Finance, Inc. is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.