Job Details
Payment & Correspondences Data Entry Clerk
Location: Pomona, CA
Shift: 8:00 AM - 4:30 PM, Monday - Friday (overtime is mandatory 10-12-hour shifts - start time will vary as early as 6:00 am)
Pay: $17.00 DOE
Position Summary:
The Payment & Correspondences Clerk main responsibilities of the Bill Acquisition & Payment Teams by responding to outgoing manual bill requests to taxing authorities, reviewing and keying of tax amounts for reporting to customers, review of incoming mail to support the Outsourcing Teams, and balancing the funds received for timely and accurate payment remittance.
Essential Functions:
Borrower & Agency Notification Letters
- Issues Delinquent Tax Notification letters to mitigate homeowner impact to their escrow account
- Interacts with print vendors regarding production assignment as or concerns
- Responsible for the analysis and approval of outbound files to customers and vendors
- Monitors regulatory requirements for NJME2 and NY953 Letters
Borrower Mail - Opens incoming mail, date-stamp, sorts and prioritizes within 24hrs
- Identifies contract information, images, and indexes incoming mail
- Researches, identifies and returns mail that was incorrectly received
- Validates POP (Proof of Payment) documentation from borrowers for authenticity, updates system of record with findings, and creates acknowledgement letters
- Research "undeliverable" return mail for BNA errors and notifies clients
Bill Processing - Prepares outgoing Bill Request and Registrations to taxing authorities
- Opens incoming mail from taxing authorities and route to appropriate process.
- Authenticates all tax bills received and confirms correct taxing authority mailing address, phone number, contact information and due dates.
- Utilizes 10-Key tax amounts into TCSL (Tax C Service Search Listing) System.
- Images and indexes customer documents for proper uploading to WebXtender System
- Distributes mail according to Lender approved Mail matrix.
Payment Processing - Cash Management - Expedites the identification of incoming electronic funds and lender checks to Key Check details into Payment DB for mass payments
- Balance Sheet - balances funds for mass payments to taxing authorities in conjunction with ELD (Economic Loss Date) to ensure timely remittance.
- Files and pulls necessary tax bills for Payment processing to prepare.
- Bill-matches necessary bills to payment listings for clean organized payment packages to the taxing authorities.
Customer Service - Speaks to mortgage lenders and taxing authorities.
- Responds to mortgage lenders and taxing authorities by utilizing effective verbal and written communication in a prompt and accurate manner.
Quality Control & Production - Provides details of quality issues found throughout process to immediate Team Lead or Supervisor
- Accurately prepares production/statistical reports as applicable
- Maintains/exceeds production standards while continuously pushing to increase productivity
Education and Experience - High School Diploma or equivalent
- Experience in Microsoft Excel 2007, Microsoft Word, and Microsoft Access 97Basic knowledge of Real Estate Tax Servicing
- Must be able to type 45+ wpm
- Must be able to use 10 key by touch; 7k or above with 98% accuracy
- Must be a team player and have the ability to work in a team environment
- Possess effective communication skills, both written and verbal
- Ability to work in a fast-paced and high stress environment