Tax Specialist

Vanderbilt Mortgage and Finance, Inc. is a national housing lender committed to making homeownership more attainable. The Tax Specialist is responsible for processing tax invoices accurately and timely, managing a large group of loans, and ensuring that tax bills are paid according to required documentation.

Responsibilities

• Processes payments to Tax Authorities ensuring timely and accurate payment of tax bills
• Ensures individual county requirements are met regarding attached forms or documents as needed
• Maintains a sequence of loans and follows-up in a timely manner
• Utilizes Taxing Authority websites to retrieve tax bills and audits bills ensuring all tax projections are considered and setup accurately
• Requests Tax Bills from customers and Taxing Authorities via mail, email, and phone
• Inputs updated information for tax suppliers and address changes
• Researches accounts for new county requirements and tax exemptions and updates accordingly
• Assists in reviewing penalty and interest write offs
• Participates with reviewing and resolving internal and compliance audit exceptions
• Monitors the Tax Tracking queue and assists with making updates as needed
• Handles new loan set up and determines accurate tax projections in the Tax Tracking system along with verifying amounts for correct escrow payment consideration
• Researches Property Assessments on 3rd party websites and updates the system for appropriate handling
• Reviews returned checks for appropriate action
• Analyzes Tax suits in order to recommend payment to upper management
• Investigates Tax levies to ensure funds are coming from the appropriate accounts
• Audits loans that are not registered with the county and communicates with customers on how to appropriately register their home
• Monitors all tax projections to ensure appropriate payment is made to the accurate tax authority
• Completes all internal customer service requests in a timely and efficient manner
• Connects with customers, 3rd parties, and vendors via phone and by email to educate or request necessary information
• Processes county required forms such as Assessments, Refunds, Payoffs, Registration, Reallocation of Funds, and Moving Home
• Audits Government Servicing loans as assigned

Skills

• High School diploma or equivalent required
• Minimum 1 years related experience required
• Basic computer skills with ability to type at least 25 wpm
• Ability to communicate effectively and efficiently via phone, email, and person to person
• Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken
• Ability to manage multiple and/or conflicting responsibilities
• Great attention to detail and organizational skills
• Ability to work in a team environment
• Knowledge of all company/department policies and procedures, as well as all applicable state and federal lending regulations
• College preferred
• 1-2 years related experience preferred

Benefits

• Medical and Dental Plan with Prescription Coverage and Vision.
• Competitive benefits including 401(K) includes 100% company match of the first 4%.
• Paid time off days (PTO), maternity/paternity leave, and holidays.
• Community involvement including Volunteer Paid Time Off (VTO).
• Tuition Assistance for your first degree.
• Enjoy coming “home” to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
• Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
• Collaborative and energetic work environment.
• Professional development and promotional opportunities.
• Competitive bonus programs.

Company Overview