Team Lead I (Tax)

To lead and assist tax department with daily functions. Assisting customer service, Research Dept with tax issues as needed, and process tax collector calls.

• Assign duties for tax disbursement department
• Assign monthly state assignments
• Assist Manager and Asst. Manager with tax issues( current or delinquent)
• Respond calls from Tax Services on payments
• Research and reimburse penalty to new mortgage service companies for unpaid taxes
• Assist Customer Service Dept and Tax Research Dept with tax problems
• Order and up date open items reports
• Train disbursement staff and monitor their progress
• View and make necessary corrections on the payroll reports
• Monitor tax payees to ensure that the information is correct on the system and setup new payees as needed
• Review and make disbursements on requests from tax payers to pay taxes on F/C loans
• Monitor Task reports from the system
• Assist Escrow Analysis Dept with tax issues
• Work with Tax Service ( Transamerica and 1st American) on critical tax issues and assist them on a daily basis
• Make nesessary adjustments on tax buckets, PCH1, SAF1 screens
• Assist Homeowners with critical tax problems
• Review tax procedures and any new tax issues with tax department at weekly meetings
• Assist with yearly review on tax dept employees
• Forward new information from tax collectors, tax services to tax payers
• Review and sign penalty requests
• Perform daily routine functions such as check request, order copy of cancel checks, place stop payment on checks, disburse from customer escrow, request new analysis
• Call tax collectors to verify if taxes were apply to the correct parcel/property if needed

SECONDARY FUNCTIONS:

REPORTS TO: Assistant Manager

TYPICAL EDUCATION: High School, some college education

TYPICAL EXPERIENCE: 1-2 years banking experience