Tax Team Lead

Overview

Lead tax team, manage escrow, tax payments, training, and portfolio analysis.

Key Responsibilities

• escrow analysis
• due diligence
• report review
• tax monitoring
• compliance management
• training facilitation

Tasks

-Facilitate comprehensive and effective training sessions for existing employees and oversee new hire onboarding to ensure understanding of necessary skills and procedures. -Work directly with Borrowers regarding appeals and shortages recommending course of action -Plan and schedule personal workload to most efficiently meet benchmarks and manage assigned portfolio, prioritizing according to risk and urgency -Perform escrow analysis to ensure sufficient funds are escrowed for taxes and insurance -Provide hands-on leadership through the training and mentoring of tax analysts by assisting in running meetings, holding team member one-on-ones, and in completing quality control audits to provide performance feedback to team members -Oversee and review various monthly reports to effectively manage the loan portfolio for yourself and your team -Conduct due diligence of loan documents to ensure proper loan setup and servicing of the loan -Update and provide feedback to senior management on current policies and procedures -Monitoring and payment of property taxes for loans in which escrows are held to ensure they are paid timely and accurately -Perform duties and responsibilities in accordance with applicable laws, regulations, self-regulatory organization requirements and Colliers compliance and employee policies

Requirements

• microsoft office
• commercial tax
• mortgage lending
• associate’s degree
• problem solving
• detail oriented

What You Bring

-Intermediate Microsoft Office skills required -Exceptional written and verbal communication skills required -Strong time management skills with respect to deadlines. -3+ years of commercial tax experience required -Regular and reliable attendance required -1+ year of Commercial Mortgage Lending industry experience, including familiarity with various Lender Requirements such as Government Sponsored Enterprises (GSE), HUD/FHA, banks, credit unions, and/or Life Insurance Companies required -Ability to train and mentor junior staff -Problem solving and decision-making skills -Excellent oral and written communication skills -Associate’s degree or greater preferred -Strong attention to detail, with the ability to recognize discrepancies in the available information -Ability to read, analyze, and interpret technical procedures or governmental regulations

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Benefits

-Payment of HUD mortgage insurance premiums (MIP).

About Colliers

-A global leader in real estate and infrastructure, evolving from regional roots. -Diversifies services across real estate, engineering, and investment management. -Handles high-value transactions and manages large-scale infrastructure projects. -Offers comprehensive advisory and consulting services globally.

Sector Specialisms