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Tax Specialist
2 months ago
The Tax & Escrow Specialist
will have a key role in the day-to-day analysis and decisions related to Taxes. The Specialist will assist in the development and implementation of strategies and the long-term operational plan to grow the department’s capabilities and improve the effectiveness of the department functions. This position will play a key role in the management of Tax vendors to ensure SLA’s are maintained.
The Tax & Escrow Specialist reports to the Tax Supervisor of the Escrow Department. This role works closely with key business partners within Servicing and the balance of the organization to build strong working relationships.
Primary Responsibilities:
Assist in the overall analysis of tax functions from loan closing through life-of-loan servicing and/or servicing transfers including systems/technology development; regulatory and legal requirements; training; operating requirements/procedures; reporting requirements and integration for the following functional groups:
Tax Administration :
Tax Bill Procurement and Payment
Vendor management of Tax Outsourcer
Research
Manages day-to-day vendor/service provider relationships, including participating in contract negotiations, establishing and monitoring service delivery/productivity/quality standards, setting priorities, analyzing costs, etc.)
Develops and/or enhances process improvements and manages accurate and timely functional reporting Manages employee productivity and measures performance
Develops and/or enhances department processes, methodologies and process tools
Collaborates with key stakeholders across the organization to drive quality improvement in Loan Servicing
Participates on non-Servicing corporate project teams when needed
Understands the organization's direction, structure, and requirements to translate into action plans
Provides recommendations to management on process improvement opportunities within the department and outside where applicable
Incumbent will be responsible for meeting RoundPoint’s commitment to compliance
Qualifications
Required:
Bachelor’s degree in a Business Administration, Accounting / Finance, or similar discipline
Strong Excel capabilities, and analytical mindset
Must be willing to embrace challenges and ongoing improvements in a heavily regulated industry
Positive attitude and inquisitive personality will be key attributes to succeeding in this position
Prior experience in financial services preferred, but not required
Excellent written, presentation and oral communication skills
Results Oriented – track record of delivering quantifiable results to the organization
Highly motivated self-starter, organized and disciplined
About RoundPoint Mortgage Servicing LLC
RoundPoint Mortgage Servicing LLC is a fully integrated, non-bank mortgage company, with a subservicing portfolio of approximately 850,000 loans.In 2023, RoundPoint was acquired by Two Harbors Investment Corp. (NYSE: TWO), reaffirming its commitment to MSR as core and essential to our business strategy and our future. A combined Two Harbors and RoundPoint capitalizes on the strengths of both companies, adding significant value for stakeholders through operational and cost efficiencies, as well as the ability to participate more fully in the mortgage finance space as opportunities arise.
Founded in 2009, Two Harbors has grown into a leading publicly traded residential mortgage real estate investment trust (mortgage REIT). We leverage our core competencies of understanding and managing interest rate and prepayment risk to invest in our Agency residential mortgage-backed securities (RMBS) and mortgage servicing rights (MSR) portfolio, with the objective of delivering attractive risk-adjusted returns to our stockholders.
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