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LERETA

Refund-Return Processor I

LERETA, Pomona

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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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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