Tax Specialist

Position Summary:

The Tax & Escrow Specialist will have a key role in the day to day analysis and decisions related to Taxes.  The Specialist will assist in the development and implementation of strategies and the long term operational plan to grow the department’s capabilities, and improve the effectiveness of the department functions. This position will play a key role in the management of Tax vendors to ensure SLA’s are maintained. 

Working Relationships:

The Tax & Escrow Specialist reports to the Tax Supervisor of the Escrow Department.  This role works closely with key business partners within Servicing and the balance of the organization to build strong working relationships.

Primary Responsibilities:

Assist in the overall analysis of tax functions from loan closing through life-of-loan servicing and/or servicing transfers including systems/technology development; regulatory and legal requirements; training; operating requirements/procedures; reporting requirements and integration for the following functional groups:

• Tax Administration:
• Tax Bill Procurement and Payment
• Vendor management of Tax Outsourcer
• Research
• Manages day-to-day vendor/service provider relationships, including participating in contract negotiations, establishing and monitoring service delivery/productivity/quality standards, setting priorities, analyzing costs, etc.)
• Develops and/or enhances process improvements and manages accurate and timely functional reporting Manages employee productivity and measures performance
• Develops and/or enhances department processes, methodologies and process tools
• Collaborates with key stakeholders across the organization to drive quality improvement in Loan Servicing
• Participates on non-Servicing corporate project teams when needed
• Understands the organization's direction, structure, and requirements to translate into action plans
• Provides recommendations to management on process improvement opportunities within the department and outside where applicable
• Incumbent will be responsible for meeting RoundPoint’s commitment to compliance

Qualifications

      Required:

• Bachelor’s degree in a Business Administration, Accounting / Finance or similar discipline

       Desired:

• Strong Excel capabilities, and analytical mindset
• Must be willing to embrace challenges and ongoing improvements in a heavily regulated industry
• Positive attitude and inquisitive personality will be key attributes to succeeding in this position
• Prior experience in financial services preferred, but not required
• Excellent written, presentation and oral communication skills
• Results Oriented – track record of delivering quantifiable results to the organization
• Highly motivated self-starter, organized and disciplined

RoundPoint’s Employee Value Proposition:

A team where quality is required, hard work is rewarded, and wins happen.

Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work!  That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!

As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community!  Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:

• The employee is regularly required to talk or hear. 
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk. 
• The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl. 
• The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. 
• Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. 
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present