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Cotality · 1 month ago

Specialist II, Client Operations Management, Tax Escalation

Dallas, TX

Full-time

Hybrid

Senior Level

$44K/yr - $54K/yr

6+ years exp

Cotality is a leader in property intelligence, dedicated to making the property industry faster and more people-centric. The Specialist II, Client Operations Management, Tax Escalation role involves serving as a Subject Matter Expert, managing projects, analyzing data, and delivering exceptional customer service while collaborating with various stakeholders to resolve complex operational issues.

Property InsuranceReal EstateSoftware

Responsibilities

Serve as a SME (Subject Matter Expert) within assigned functional area

Manage tasks and projects while meeting established deadlines

Analyze data, gathering insights and modeling solutions

Solicit input and ideas from others in consideration of recommendations

Collaborate with leaders, associates, vendors and/or other business partners to plan, develop and execute key projects and initiatives

Develop meaningful insights and recommendations to help provide solutions to complex and challenging operational problems

Deliver exceptional customer service

Effectively display the ability to manage time well by completing all work types with the established deadlines, setting appropriate work-related priorities, concentrating on the main objectives, and avoiding unnecessary interruptions

Duties may vary based on areas of focus (Payments, Refunds, Procurement, Field Procurement, Non-Escrow, Funds Management, Flood Search, Tax Search, Data Integrity, Commercial Tax)

Qualification

Client service experienceSubject Matter ExpertAdvanced problem-solvingData analysisProject managementEffective communicationInterpersonal skillsTeam collaborationAdaptabilityContinuous learning

Required

High school diploma, GED or equivalent required; Bachelor's degree preferred

6+ years of relevant experience with a proven track record of exceeding standards related to proficiency, quality, competency and job knowledge

Client service-oriented experience required

Subject Matter Expert level knowledge of process-specific platforms, programs, processes and/or clients

Technical subject matter expert of specific tasks or work processes

Ability to resolve escalated issues

Effectively manage resources

Advanced problem-solving skills

Ability to communicate confidently and effectively with all levels of the organization, specifically the ability to tell a story with supporting data

Strong project management, analytical and interpersonal skills

Ability to work independently, as well as in a team environment, to achieve set goals and complete assignments within established parameters and deadlines

Technically savvy with a proficiency to learn new systems and applications; proficient with MS Office

Ability to cultivate and maintain collaborative working relationships

Proven ability to gather and analyze data from multiple sources, and prioritize multiple work assignments

Excellent verbal and written communication skills with an ability to articulate complex ideas

Demonstrate behaviors that align with our values and foster an inclusive culture

Willingness to continuously learn and develop

Adaptable in an ever-changing environment