Senior & Correspondence Processor

Senior Payment & Correspondence Processor

Job Category
:
Operations

Requisition Number
: SENIO
001582

• Posted :
  April 9, 2026
• Full-Time
• On-site

Showing 1 location

Pomona, CA 91768, USA

The Senior Payment & Correspondence Processor supports the main functions of the Tax Service Team and has a wide-range of responsibilities in some or more of the following areas:
Outgoing manual bill requests to taxing authorities, tax bill review – keying and verifying amounts, bill vault - reporting to our customers, incoming mail sorting, letter correspondence, monitoring of EFT/ACH funds and physical checks for balancing prior to accurate payment remittance. All functions of this team require attention to detail and ensuring deadlines are consistently met. This position will be required to handle most of the complex exception processing, leaving the exceptions of the most complex issues for the Team Lead or Supervisor.

• Issues delinquent tax notification letters to mitigate homeowner impact to their escrow account
• Responsible for the analysis and approval of outbound files to customers and vendors
• Interacts with print vendors regarding production assignments or concerns
• Tag letters with ADA requirements for customers online accessibility
• Monitors regulatory requirements for NJME2 and NY953 letters

• Opens incoming mail, date-stamps, sorts and prioritizes within 24hrs
• Identifies contract information, images, and indexes incoming mail
• Researches, identifies and returns mail that was incorrectly received
• Validates POP (Proof of Payment) documentation from borrowers for authenticity, updates system of record with findings, and creates acknowledgement letters
• Researches “undeliverable” return mail for BNA errors and notifies client

• Prepares outgoing bill requests and registrations to taxing authorities
• Opens incoming mail from taxing authorities and routes to appropriate process
• Authenticates all tax bills received and confirms correct taxing authority mailing address, phone number, contact information and due dates
• Utilizes 10-Key tax amounts into LERETA’s TCSL (Tax C Service Search Listing) System
• Images and indexes customer documents for proper uploading to LERETA’s Web Xtender System
• Distributes outsourcing Mail according to lender approved mail matrix. In some cases, in Lender Servicing systems; MSP, FiServ, Mortgage SERV, LSAMS, etc.
• Prepares outgoing tax amount reports to lenders
• Matches necessary bills to report listings for clean organized packages to the lenders
• Initiates and prepares timely and accurate reporting files for various lenders

• Cash Management
  - Expedites the identification of incoming electronic funds and lender checks to key check details into payment database for mass payments
• Balance Sheet
  - Accurately balances funds for mass payments to taxing authorities in conjunction with ELD (Economic Loss Date) to ensure timely remittance. This requires review of daily cash flow, to ensure account reconciliation prior to remittance of funds to the taxing authority
• Frequently analyzes prioritization of work and projects by creating, manipulating, and utilizing excel spreadsheets
• Files and pulls necessary tax bills for payment processing. Matches necessary bills to payment listings for clean organized payment packages to the taxing authorities
• Evaluates position of funds in-house against various service level agreements to determine best processing path supporting team goals and customer expectations
• Utilizes internal controls such as internal DCP (Daily Cash Position) report to monitor funds payable to LERETA and all other electronic funds for taxing authorities
• Initiates and prepares timely and accurate electronic funds transfers to various taxing authorities
• Uploads payment file details to taxing authorities vendor websites (Auto Agent, Gov Tech, and Grant Street) and ensures that procedures and policies are followed for excess funds during upload

• Responds to mortgage lenders and taxing authorities by utilizing effective verbal and written communication in a prompt and accurate manner
• Assists with more difficult research as needed for complaints…