13 Financial Services jobs

The Payment & Correspondence Processor I is an entry level position with the Payment & Correspondence Team.  This position supports the main functions of the Payment & Correspondence Team and has a wide-range of responsibilities in some or more of the following areas: outgoing manual bill requests to taxing authorities, tax bill review – Keying and verifying amounts, bill vault - reporting to our customers, incoming mail sorting, letter correspondence, and monitoring EFT/ACH funds and physical checks for balancing prior to accurate payment remittance.  All functions of this team require attention to detail and ensuring deadlines are consistently met.  This position will have limited complex exception processing as that experience will come with time of understanding all the detailed and intricate possibilities of why issues exist.   Borrower & Agency Notification Letters Issues Delinquent Tax Notification letters to mitigate homeowner impact to their escrow...

The Title Operations – Examiner I performs core Title Operation functions providing support and delivering outstanding service to Title & Builder customers. The role conducts online and phone research of real estate information for property tax, bond, and/or HOA issues and obtains public record information of property taxes in order to report to the customer. The position executes job responsibilities to ensure LERETA/APG’s cost, quality, and productivity goals are being met. Functional Processing: Checks appraisal and tax data files as necessary Downloads data files via appropriate method Transfers data obtained over phone, fax, e-mail to production and reporting system Enters data received from the tax collectors onto working order and into the database (NexCheck) Analyzes legal descriptions to confirm and validate identity of property Researches and gathers information for tax issues, e.g., delinquent tax lawsuits, delinquent and/or missing tax bills...

This role understands and follows Lender Business Rules and manages their pipeline, ensuring the lender's Service Level Agreement is not compromised. Our ideal candidate will maneuver through a variety of systems with an understanding of data history and workflows and advise of any unusual circumstances or requirements that could impact the Service Level Agreement. This position will research and process inquiries, tasks and escalated requests. Processes incoming and outgoing mail. Research paid items with a variety of collectors. Refund Processor Processes 35 refunds daily. Navigates excel and enter information on cells. Follows internal SLA’s for the refund client care box. Follows client specifics. Creates Fedex labels to mail refunds to client. Mailing of Refunds Updates excel spreadsheets. Batches together checks by client. Ensures Fed-ex slip matches client contact info. Email Ensures emails are responded to within 24 hours. Other duties...

The Development Manager oversees the design and development of solutions for internal and external customers. The position is responsible for technical project management, resource management, and the operations of systems handled by the group. The role oversees a development team while creating and delivering valuable products enhancing our customers businesses and growing company revenue and profits. The role requires collaboration and leadership while working closely with IT stakeholders and clients.   Strategic Contribution Leads, develops and drives software development efforts in accordance with LERETA’s strategic business objectives Systems Delivery Leads the delivery of our products and solutions to meet market competitive needs Leads the support of production systems to meet or exceed customer Service Level Agreements (SLA’s) expectations Requirement Identification Works closely with Product Development to identify product requirements and works...

The Assistant Accounting Clerk – Operations Accounting assists with the daily activities of the Tax Payment & Reconciliations Department as directed by the Accounting Manager – Tax Payments & Reconciliations and the Operations Accounting Supervisor. The role ensures accurate and timely completion of all duties assigned. Prepares selected journal entries with detailed backup for review by the Operations Accounting Supervisor/Accounting Manager – Tax Payments & Reconciliations Files journal entries and other backup or support per department standards Assists with daily Tax Payment Clearing Account reconciliations as assigned Prepares and balances daily deposits Cross trains in order to assist with other position responsibilities in the case of absences Advanced PC/Microsoft office skills (MS Outlook, Excel, PowerPoint required Excellent interpersonal and communication skills with ability to speak clearly and effectively Ability to work with limited...

The Tax Identification and Assignment Senior Tax Searcher performs and ensures the accurate assignment and maintenance of agency tax identifications (parcel numbers) for each contract (loan) under service in accordance with report processing priorities. The role is responsible for maintaining all primary state training and resource material on SharePoint as changes in agencies, formats, collection and available internet resources occur. The Tax Identification and Assignment Senior Tax Searcher also acquires tax information for C-service and delinquency reporting in a timely and accurate manner in accordance with supervisor travel assignments, including those of a complex nature. Essential Functions Tax Identification Assignment Using Tax rolls, assessor’s maps, or other indices from contract property addresses/and or legal’s, ensures that all tax agencies and tax identification numbers are accurately identified and assigned to new and existing contracts under service...

OPEN DATE 1/11/2022 POSITIONON Operations Accounting Supervisor   FULL-TIME/PART-TIME Full-Time   EXEMPT/NON-EXEMPT Exempt   CATEGORY Accounting/Finance  LOCATION Pomona  REQ NUMBER ACC-22-00001   The Operations Accounting Supervisor applies LERETA LLC accounting policies and procedures and provides accounting leadership to the Outsource and TDT divisions. The position demonstrates a general understanding of the core business requirements related to real estate tax payments ensuring accounting requests from Operations are completed timely and accurately. The Operations Accounting Supervisor monitors tax payment cash controls, trains staff, and provides daily guidance to the Operations Accounting staff. Job Responsibilities Reviews and approves journal entries, cash receipts, tax payments A/P voucher packages Reviews and assists in reconciliation of all tax payment bank accounts and GL balances for completeness during monthly closing process including bank...

Summary Objective The SVP Enterprise Technology reports to the Chief Technology Officer (CTO) and is responsible for solutions architecture, software engineering and testing, infrastructure and network operations, BI/EDW, help desk, and desktop support for 2,000+ customer entities and 800+ internal users. Essential Functions Solutions Architecture Manage all aspects of solutions architecture and design to maintain, enhance, and ensure security and compliance of in-house developed and acquired systems. Software Engineering Manage VPs of Software Engineering and lead all aspects of software engineering, testing, delivery, and production support for systems ranging from Microsoft, Java, VSE mainframe, and open source. Infrastructure & Network Operations Manage VP of Infrastructure & Network Operations and lead all aspects of infrastructure, network, disaster recovery of over 1,000 virtual servers and one mainframe in co-lo hosting environment...

It is the responsibility of the Central Data Acquisition Specialist to perform file acquisition and inspection routines to support the timely acquisition and accuracy of Agency data files required for LERETA’s on-line systems and reporting cycles. The Central Data Acquisition Specialist also assists the Agency Relations Specialist (ARS) Team in evaluating and employing automated methods of data exchange in support of servicing systems and order volume. Data File Ordering Maintain CDA and G360 Tracking systems to ensure timely file order processing. Initiates the timely requests for automated agency information files. Requests checks from accounting based for agency file fees. Packages and issues appropriate requests to Tax Collectors based on ordering information obtained from agencies and stored in CDA tracking. Monitors and maintains file costs and ordering information in CDA tracking. Data File Follow Up Controls agency file data acquisition efforts with...

The Payment Processor II obtains tax bills and amounts from multiple tax authorities nationwide and provides the information to the client. The role balances client payments and prepares payments in bulk to ship to the tax authorities on behalf of LERETA clients. Reviews agency websites, make/receives phone calls or review internal tax reports to identify the tax amounts that need to be procured/paid and report the findings to the client in a timely manner Balances client returns and assists with matching payment checks to vouchers/bills then prepares the packet for shipping to the appropriate tax authorities Procures tax status for various properties / accounts according to department policies and procedures in accordance with the Service Level Agreements (SLA’s) Tracks and maintains daily production / workflow and accuracy expectations data in order to submit a status report to management on a daily basis Performs basic clerical duties such as copying, scanning and...

TITLE Payment Processor II  ABOUT THE ORGANIZATION Since 1986 LERETA's nationwide team of real estate tax and flood professionals has provided the mortgage and insurance industries the fastest, most accurate and complete access to property tax and flood information across the nation. LERETA is an industry leader with an enormous focus on technology, innovation, and commitment to service excellence.    OPEN DATE12/14/2021   POSITION Payment Processor II  FULL-TIME/PART-TIME Full-Time  Non-Exempt   CATEGORY Tax & Flood   LOCATION Dallas   REQ NUMBERTAX-21-00269   The Payment Processor II obtains tax bills and amounts from multiple tax authorities nationwide and provides the information to the client. The role balances client payments and prepares payments in bulk to ship to the tax authorities on behalf of LERETA clients. Reviews agency websites, make/receives phone calls or review internal tax reports to identify the tax amounts that need to be procured/paid...

The Accounting Clerk I – Operations assists with the daily activities of the Tax Payment & Reconciliations department. Collections Processes checks daily for the Outsource, Tax Disbursement, and Delinquency teams Assists the Accounts Payable process by processing selected payments through MAS 200 Prepares journal entries with detailed backup for review by others Prepares a daily cash position analysis to state the current cash balance and the next day’s projected balance as assigned Files journal entries and other backup or support per department standards Performs daily Tax Payment Clearing Account reconciliations as assigned Cross-trains in order to assist with other position responsibilities in the case of absences Reviews procedures and recommends process improvements Miscellaneous Meets monthly collections targets and productivity goals Performs as-hoc financial analysis and special projects as required Performs other duties as assigned...

The TDT Open Items Tax Processor II prioritizes and coordinates the gathering and accurate reporting of time-sensitive real estate tax information within multi-state geographic regions. The role ensures accurate data is maintained on LERETA’s Agency Profile and Reporting Calendar systems and identifies unusual tax office circumstances or requirements that could endanger the timely reporting of current or prior year real estate tax information. The position is responsible for proper processing of property taxes for escrowed and/or non-escrowed loans a timely and efficient manner and ensures our LERETA LLC and Business Partners receive tax information timely, accurately, and in a qualitative manner.   Tax Processing and Procurement Analyzes customer’s tax status request by utilizing LERETA mainframe agency header and calendar profiles Oversees tax amount data procurement methods consisting of customer service via telephone, e-mail, fax communication to taxing agency...