Tax Specialist

At Vanderbilt Mortgage, we believe home ownership makes lives better. For over 50 years, we’ve been committed to making home ownership more attainable for families across the country by providing mortgage solutions that unlock the freedom of home. As a national housing lender, we specialize in financing new and pre-owned manufactured and modular homes. With a diverse range of loan products, a reputation for world-class customer service and a coast-to-coast presence, Vanderbilt continues to be a leader in the industry.

Our strength is our people—which is why we prioritize investing in our Team Members through opportunities for growth, a healthy work-life balance, and meaningful recognition of their contributions. Whether just starting out or bringing years of experience, Vanderbilt empowers our Team Members with the tools and training to build a successful career and reach their full potential.

POSITION TITLE: Tax Specialist(Non – LO –No Consumer Contact)

JOB STATUS: Full Time/Hourly

DEPARTMENT: Property Tax and Insurance Tracking

REPORTS TO: Property Tax and Insurance Tracking Team Lead

TRAVEL REQUIRED: None

WORK SCHEDULE: Hybrid - 4 days in-office, 1 day remote

PAY: The expected hiring range for this position is from $20.39 to $23.99 plus additional bonus opportunity. The stated hiring range is based on experience, qualifications, and other relevant factors. Final compensation decisions will take into account a variety of considerations, including individual skills, internal equity, and organizational needs

The Tax Specialist is responsible for ensuring that tax invoices are processed accurately and timely. Thisrolereports to the Property Tax and Insurance Tracking Team Lead andmanagesa large group of loans assignedbyspecific states. This roleresearches, obtains, and processesa variety of tax related correspondence and followsup accordingly. The Tax Specialist plays a crucial role in helping the business make sure tax bills are paid in adherence to the entity required or requested form of payment along with proper documentation.

• Processes payments to Tax Authorities ensuring timely and accurate payment of tax bills.
• Ensures individual county requirements are met regarding attached forms or documents as needed.
• Maintains a sequence of loans and follows-up in a timely manner.
• Utilizes Taxing Authority websites to retrieve tax bills and audits bills ensuring all tax projections are considered and setup accurately.
• Requests Tax Bills from customers and Taxing Authorities via mail, email, and phone.
• Inputs updated information for tax suppliers and address changes.
• Researchesaccounts for new county requirements and tax exemptions and updates accordingly.
• Assists in reviewing penalty and interest write offs.
• Participates with reviewing and resolving internal and compliance audit exceptions.
• Monitors the Tax Tracking queue and assists with making updates as needed.

• Handles new loan set up and determines accurate tax projections in the Tax Tracking system alongwith verifying amounts for correct escrow payment consideration.
• Researches Property Assessments on 3rdparty websites and updates the system for appropriate handling.
• Reviews returned checks for appropriate action.
• Analyzes Tax suitsin order to recommend payment to upper management.
• Investigates Tax levies to ensure funds are coming from the appropriate accounts.
• Audits loans that are not registered with the county and communicates with customers on how to appropriately register their home.
• Monitors all tax projections to ensure appropriate payment is made to the accurate tax authority.

• Completes all internal customer service requests in a timely and efficient manner.
• Connects with customers, 3rdparties, and vendors via phone and by email to educate or request necessary information.
• Processes county required forms such as Assessments, Refunds, Payoffs, Registration, Reallocation of Funds, and Moving Home.

This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.

• Audits Government Servicing loans as assigned.