Associate Director, Transaction & Processing
Location
Georgia + 1 moreAll locations: Georgia, Kansas
Posted
21 days ago
Salary
Not specified
Job Description
Job Requirements
- Serve as a training facilitator, acting as the primary liaison between the global Learning and Development team and local stakeholders.
- Process tax payment reconciliation, disbursement requests and accurately record all tax payments in the system of record.
- Partner with the Asset Manager to address escrow shortfalls and facilitate alternative payment arrangement that may impact timely tax payments.
- Collaborate with third-party vendors and the offshore team to resolve tax issues and applying advanced quality assurance criteria and regularly reporting metrics and feedback.
- Responsible for reporting to provide actionable insights on tax compliance.
- Draft communications related to tax disbursements and establish best practices for document management to ensure timely and accurate record-keeping.
- Conduct comprehensive quality assurance reviews of commercial loans, analyzing processes to ensure compliance and identify opportunities for operational improvement. Provide recommendations to enhance effectiveness.
- Perform annual escrow account analyses and review on the tax payments for all escrowed loans.
- Manage, prepare, and process and approve borrower refunds resulting from escrow surpluses or reimbursements, this may include call backs
- Update collateral information in the system of record as needed.
- Participate in required training to maintain compliance with regulatory and company standards.
- Work closely with management to refine work procedures, policies, and methods, providing strategic input to ensure alignment with regulatory requirements and industry best practices.
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