The Refund Clerk II ensures timely and accurate research associated with the dispositioning of refunds and returned checks received back from the tax agencies for various reasons. The position assumes the responsibilities / duties of the Refund Clerk I in their absence and is responsible for maintaining advanced knowledge of all processes and procedures.
Refund Processing • Identifies all checks and their check types received through incoming mail
• Scans all incoming checks and log them into the Check Management System for research
• Processes and research property tax refunds and returned checks from payments made to taxing authorities for the properties serviced throughout the United States
• Researches a high-volume of complex issues typically requiring advanced knowledge of customer business rules and LERETA's requirements.
• Conducts research of data by leveraging all available resources, databases, third parties and public information
• Reviews agency websites, makes/receives phone calls or utilizes internal tax reports to research tax payments returned by taxing authorities to identify resolution of funds disbursed
• Research delinquencies, procures payoff amounts and determines the root cause for delinquency
• Determines penalty liability and charge accurately and accordingly
• Identifies imminent loss situations and escalates to management promptly
• Tracks and maintains daily production / workflow and accuracy expectations data in order to submit a status report to management on a daily basis
• Maintains simple to complex files including research documents and various information from other agencies
• Performs all applicable system updates and file documentation per the operating procedures
• Assist Refund Clerk III with processing Outstanding Checks as needed
• Assist Refund Clerk III with processing Wire Refunds as needed
Outgoing Check Mail Handling • Retrieves files that list outgoing check items segregated by client, obtains checks from designated storage areas, and mails them according to operating procedures
• Ensures accurate FedEx labels are created for sending refunds to clients
• Assist with Client Refund mail out as needed
Email • Ensures timely, email response / follow-up to resolve issues that may have an adverse effect on the borrower or client
• Responds to all client and internal inquiries sent via email in accordance with the operating procedures
This position will perform other duties as assigned based on the needs of the department.
Salary range: $15.74 - $21.45Required Education & Experience - High School Diploma or equivalent
- Basic Microsoft Office Excel, Outlook, PowerPoint, and Word skills
- Must be able to type 35+ wpm (minimum)
- Must be able to use 10-key by touch
- 1-2 years of related mortgage servicing experience, preferably direct experience with property tax
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)