Spec II, Property Tax Liability

Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. 

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

The Property Tax Liability Specialist II manages a pipeline of complex tax advance investigations to determine root cause and financial liability. This role independently handles cases requiring formal audit submissions, including those involving vendor errors, incorrect legal descriptions, and prior servicer liability. The Specialist II is responsible for preparing detailed audit packages, managing a "rework" queue of rejected claims, and ensuring all resolutions are pursued to completion.

The Property Tax Liability Specialist II will:

• Conduct in-depth, end-to-end investigations for all types of tax advances, including complex, high-dollar, or aged files
• Independently determine final liability and root cause consistently
• Prepare and submit formal audit packages for "Audit Required Path" cases which includes creating detailed timelines, opening Penalty Review tasks, and compiling all supporting documentation for management review
• Manage and resolve all rejected claims assigned in the "Rework" queue, investigating denial reasons, correcting the liability decision, and resubmitting for reimbursement or write-off
• Execute resolutions for all liability types, including opening "Refund Research" tasks, submitting claims to the STM team, and creating claims
• Assist with "High Priority" loan reviews as assigned, ensuring timely investigation to protect corporate funds on inactivated loans
• Perform other related duties as required and assigned
  
• Demonstrate behaviors which are aligned with the organization's desired culture and values
  

• 3+ years of experience in mortgage servicing, with a strong preference for roles in property tax, escrow administration, or claims analysis
• Proven analytical and investigative skills with the ability to perform complex root cause analysis
• Excellent written communication skills, with experience writing detailed summaries or justifications
• Demonstrated ability to work independently, manage competing priorities, and meet deadlines
• Bachelor's degree in Business, Finance, or a related field, preferred
• Experience handling vendor-related escalations or third-party claims
• Deep knowledge of real estate legal descriptions and tax agency operations

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. 

Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. 

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: 

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave 
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement 
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
• We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities.

To learn more about our benefits visit: 

For residents with state required benefit information, additional information can be found at:

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role
• Mid-range - Experience and skills align with proficiency in the role 
• Higher in range - Experience and skills add value above typical requirements of the role 

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.