Tax Analyst - Commercial Real Estate
JSR Tech Consulting, Dallas, TX, United States
Our client's Real Estate Loan Services team is looking for an Ad Valorem Real Estate Tax Analyst. The analyst will be responsible for monitoring and completing the payment for all ad valorem real estate taxes for escrowed loans.
Tax Analysts should demonstrate strong analytical and problem-solving skills. Ideal candidates would have the ability to perform in a strong customer-oriented team environment utilizing strong leadership skills, professionalism, and teamwork.
The team currently follows a hybrid work arrangement in Dallas, Texas.
What You Can Expect
Ensure the accurate and timely payment of ad valorem real estate taxes.
Ensure compliance of all state, federal and investor requirements.
Conduct review of loan documents on all new loans to ensure all parcels are correctly captured in all vendor systems.
Engage Third Party Tax vendor to set up parcels for new loans.
Run delinquent or Bill not Paid reports weekly and research loans/parcel, as needed.
Process escrow analysis, for all loans at a minimum of once a year to ensure tax and insurance constants are being accurately captured.
Process refunds to Borrowers when an overage occurs.
Pull requests for internal and external audit, as needed.
Maintain an open line of communication with tax service for unresolved inquiries.
Update Third Party Tax company for any property substitutions
Update policies and procedures, as any process changes occur.
Advise management of status of work, unresolved escalated items and/or potential risk/exposure issues.
Pull “outstanding escrow analysis” report on a monthly basis, and work with Insurance team to update report, so escrow analysis can be run/updated.
Notify borrowers of expirations/deficiencies, where insurance does not align with loan documents.
Audit insurance renewals, completing comparison against the Insurance Module and documents received.
Obtain evidence of renewal of certificates/policies/policy endorsements.
Access 3rd party/Agency systems in order update waiver backup, as needed.
Complete insurance disbursements, as needed.
What You Will Bring
3+ years of experience with ad valorem real estate tax process
Bachelor’s degree in Finance/Business/Accounting
Commercial insurance experience and/or training or a combination of education and experience
Significant understanding of loan terms, complex loan documents, capital structures, pooling, investor reporting and servicing agreements, servicing functions, and process flows.
Strong written and verbal communication skills
Ability to multitask and work independently in a time-sensitive environment.
$32-$35 PH depending on years of experience
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Tax Analysts should demonstrate strong analytical and problem-solving skills. Ideal candidates would have the ability to perform in a strong customer-oriented team environment utilizing strong leadership skills, professionalism, and teamwork.
The team currently follows a hybrid work arrangement in Dallas, Texas.
What You Can Expect
Ensure the accurate and timely payment of ad valorem real estate taxes.
Ensure compliance of all state, federal and investor requirements.
Conduct review of loan documents on all new loans to ensure all parcels are correctly captured in all vendor systems.
Engage Third Party Tax vendor to set up parcels for new loans.
Run delinquent or Bill not Paid reports weekly and research loans/parcel, as needed.
Process escrow analysis, for all loans at a minimum of once a year to ensure tax and insurance constants are being accurately captured.
Process refunds to Borrowers when an overage occurs.
Pull requests for internal and external audit, as needed.
Maintain an open line of communication with tax service for unresolved inquiries.
Update Third Party Tax company for any property substitutions
Update policies and procedures, as any process changes occur.
Advise management of status of work, unresolved escalated items and/or potential risk/exposure issues.
Pull “outstanding escrow analysis” report on a monthly basis, and work with Insurance team to update report, so escrow analysis can be run/updated.
Notify borrowers of expirations/deficiencies, where insurance does not align with loan documents.
Audit insurance renewals, completing comparison against the Insurance Module and documents received.
Obtain evidence of renewal of certificates/policies/policy endorsements.
Access 3rd party/Agency systems in order update waiver backup, as needed.
Complete insurance disbursements, as needed.
What You Will Bring
3+ years of experience with ad valorem real estate tax process
Bachelor’s degree in Finance/Business/Accounting
Commercial insurance experience and/or training or a combination of education and experience
Significant understanding of loan terms, complex loan documents, capital structures, pooling, investor reporting and servicing agreements, servicing functions, and process flows.
Strong written and verbal communication skills
Ability to multitask and work independently in a time-sensitive environment.
$32-$35 PH depending on years of experience
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