Tax Associate at Primary Residential Mortgage in Centennial Park, AZ

Position purpose

Tax Associates support the management and oversight of tax processes within Servicing to ensure compliance with investor, regulatory, and company requirements. Responsibilities include coordinating with our tax vendor (Lereta) and local taxing authorities, assisting with audits and responses, preparing borrower correspondence, and performing daily operational tasks related to tax servicing.

Responsibilities/Duties/Functions/Tasks

      Perform daily tax servicing functions within the MSP system, including monitoring tax records, updating tax line information, and maintaining accurate loan documentation.

• Review and process tax bills received from counties or taxing authorities to ensure timely payment and accurate posting to borrower accounts.
• Coordinate with the tax vendor (Lereta) to address discrepancies, monitor tax payments, and ensure vendor performance and service standards are met.
• Research and resolve tax-related exceptions by coordinating with counties, taxing authorities, internal departments, and external vendors. This includes written correspondence and telecommunications.
• Prepare and send borrower correspondence related to tax matters, including one-off notification letters and tax-related inquiries.
• Assist with internal and external audits by gathering documentation, reviewing tax records, and responding to audit requests.
• Maintain accurate records and documentation of tax activity within servicing systems to ensure compliance with company policies and investor guidelines.

Qualifications

· Strong organizational skills and attention to detail

· Excellent customer service and interpersonal skills

· Strong written and verbal communication skills

· Proficiency in Microsoft Office applications, including Excel, Word, and Outlook

· Ability to manage multiple priorities and meet deadlines

· Strong problem solving and analytical skills

· Ability to work independently and collaboratively within a team environment

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Preferences

• Background in mortgage servicing, property tax administration, or escrow management.
• Understanding of property tax processes and regulatory or investor compliance requirements.
• Familiarity with third-party vendor coordination and oversight processes.

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Company Conformance Statements

In the performance of assigned tasks and duties all employees are expected to conform to the following:

§ Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.

§ Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.

§ Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.

§ Ensure every action and decision is aligned with PRMI values.

§ Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.

§ Realize team synergies through networking and partnerships across PRMI.

§ Embrace change; act as advocate and role model, promoting an approach of continuous improvement.

§ Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.

§ Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

§ Work effectively as a team contributor on all assignments.

§ Perform quality work within deadlines.

§ Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.