LERETA, LLC · 3 months ago
Procurement Specialist ll
United States
Full-time
Remote
Entry, Mid Level
$15.74/hr - $21.45/hr
1+ years expLERETA, LLC is a company that specializes in real estate tax information services. The Procurement Specialist II is responsible for gathering and accurately reporting time-sensitive real estate tax information, ensuring timely and qualitative service to clients. This role involves tax processing, customer service, and quality control to maintain high standards in data retrieval and reporting.
Financial Services
Responsibilities
Oversees tax amount data procurement methods consisting of customer service via telephone, e-mail, fax communication to taxing agency jurisdictions with professionalism
Maintains accurate production/statistical reports to share with Team leads and direct supervisors
Utilizes the company’s mainframe check request processing queues to submit check requirements for disbursement of fees
Specializes in retrieval of escrow and non-escrow property tax information of parcels in automated and manual jurisdictions in excluded areas in which taxing authorities do not assist third parties as well as water and sewer, and utility property tax information
Audits and analyzes probable discrepancies for parcels that do not match the mortgage lenders legal description and the agency tax assessor or tax bill
Enforces and adheres to company’s policy to maintain confidentiality and security requirements
Interprets tax amount data and statuses per property taxes received from taxing agency jurisdictions and effectively reports tax status to mortgage lenders and LERETA internal and external customers
Verifies the imaging and indexing process of lender documents for accurate uploading
Proficiently utilizing LERETA mainframe agency header and calendar profiles
Audits and analyzes agency fees for bill back to LERETA customers and submits monthly reporting to the Accounting Team
Audits, analyzes, reports, and communicates status of work assignments and statistics to Team Lead/Supervisor while identifying any opportunity to increase efficiency processing tax payments from mortgage lenders to the taxing agency jurisdictions
May train or assist new team members in their navigation skills to utilize Microsoft Excel, Mainframe queues and TDT web open items window application for data entry and verification of property tax amounts for mortgage lender loans and parcels
Ensures timely response of inquiries from mortgage lenders, homeowners, and taxing agency jurisdictions by utilizing effective verbal and written communication in a prompt, professional, and accurate manner
Communicates tax status information to LERETA’S internal and external customers including procurement of legal description of properties
Establishes rapport and shapes trusting relationships with both internal and external customers and vendors
Communicates information to mortgage lender and Contract Maintenance team to ensure non-escrow loans are converted to escrow loans as pertinent to customer loan portfolio
Applies and supports the implementation of new or modified policy and procedures as instructed to ensure Tax Disbursement Team and company quality standards are met
Advises lenders of state guidelines in which a signed authorization is required by the agency jurisdiction from the homeowner to retrieve property tax amount data
Performs Quality Assurance (QA) in work queues, Microsoft Excel, Word, Outlook and other applicable formats
May assist with the development of training materials and conduct training sessions with fellow team members, both full-time and temporary staff personnel
Maintains high accuracy in property tax data retrieval and processing which leads to Quality Control exemption
Identifies and resolves discrepancies that may impact tax processing results to LERETA business partners
Qualification
Required
Minimum of 12-24 months experience as a Tax Disbursement Team Processor I or equivalent
Intermediate to Advanced level in Microsoft: Excel; performing filtering, formulas, formatting, computing, Pivot Tables, V-Lookup, editing and tracking multiple spreadsheets
Word, Access, and Outlook 2010 or greater knowledge a plus
FTP, Windows and Internet Explorer; navigation and searching skills, and file management knowledge is required
Usage of office equipment such as fax and copy machines, dual computer monitors, scanners and FedEx and USPS, Priority Mail software applications
High School Diploma or equivalent
Advanced Data Entry skills
Experience in MSP, Fiserv, and Mortgage SERV
Ability to utilize LERETA online Agency profile, Agency Calendar, research of penalty and interest tax claim queue, and FAQS for applicable processing within scope of job responsibilities
Advanced knowledge of LERETA tax processing cycles including diversity and a higher level of complexity in both state and agency requirements. Bill Processing, Open Items, Delinquency Procurement, Escrow Reporting, Payment Processing, and Total Escrow Servicing. Knowledge is not specific to the assigned job role within the Tax Disbursement Team
Preferred
Customer service experience
Real estate or mortgage lender experience
Associates Degree or equivalent
Company
LERETA, LLC
Since 1986, LERETA has provided a full suite of national real estate tax services for residential and commercial loans, including automated online research and certification, tax bill processing, a suite of delinquent tax services, and customized tax outsourcing service programs.
501-1000 employees
H1B Sponsorship
LERETA, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (1)
2022 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2021-07-06Private Equity
2021-07-06Acquired
2009-01-01Private Equity
Leadership Team
Jim Micali
Chief Operating Officer
Michael S. Black
Chief Information Security Officer
Recent News
2025-01-23
2025-01-22
HousingWire
2024-05-17
Company data provided by crunchbase