Refund-Return Processor II

4 weeks ago


Pomona, United States LERETA Full time

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.

Salary range: $15.74 - $21.45

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


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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