Refund-Return Processor I

The Refund/Return Processor I processes and researches refund/return checks received from the taxing authority by using the required customer guidelines and adhering to the Service Level Agreement.  The role exercises strong decision-making skills to complete tasks and make penalty determinations and achieves complete resolution with agency and/or homeowner’s escrow account.

Tax Procurement

·       Procures tax information from tax agencies.  Tax amount data procurement method consists of telephone, e-mail, and fax communication to taxing agency jurisdictions

·       Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively identify tax status for payment processing

Workflow Management

 ·       Effectively monitors, reports, and communicates status of work assignments and statistics to supervision

 Customer Service

·       Responds to mortgage lenders and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt and accurate manner

Quality Control

·       Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Refund/Return Team standards are met

·       Accurately prepares production/statistical reports as applicable

This position will perform other duties as assigned based on the needs of the department.

Salary range: $16.02 - $20.03

Required Education & Experience: 

• High School Diploma or equivalent
• Experience in Microsoft Excel, Microsoft Word and Microsoft Access
• Data Entry/Computer usage experience
• Customer Service Experience