Refund-Return Processor II

The Refund/Return Processor II processes and researches any refund or return checks, including requests from lenders requiring research, to determine root cause. The role exercises strong decision-making skills to complete tasks and make penalty determinations. The role advises of any unusual circumstances or requirements that could endanger the Service Level Agreement being met.

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 Team Lead/Supervisor while identifying any opportunity to increase efficiency processing research task

·       Accurately prepares production/statistical reports to mortgage lenders and direct supervisors

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.

Required Education & Experience:

• High School Diploma or equivalent


• Experience in Microsoft Excel, Microsoft Word, and Microsoft Access


• Knowledge of the LERETA online system, Black Knight (MSP) and/or Fiserv Servicing Systems


• Data entry/computer usage experience


• Customer service experience


• Minimum of 6 months as a Refund/Return Processor I

Salary range: $18.28 - $22.00