To ensure accurate and timely completion of tax line information on the customer’s servicing system for bulk acquisitions and new customer conversion files in accordance with conversion commitment schedules. To satisfy audit exceptions in accordance with conversion exception guidelines and schedules. Adhere to customer business rules for completion of tax lines.
Procures tax amount data from tax agencies. Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions.
Obtains tax information and accurately adjust tax line data as applicable.
Identifies exceptions that may require escalation to the lender for review.
Tax Line Set Up/Audit
Analyzes Conversion Data and completes tax line information using business rules agreed upon by lender.
Performs research and resolution for assigned audit exceptions by contacting the agency and reviewing website.
Effectively monitors, reports, and communicates status of work assignments and statistics to supervision.
Completes work under time constraints and meet high priority deadlines to ensure files are processed by expected completion date.