Tax Team Lead - Commercial Mortgage Servicing

Description

• Perform escrow analysis to ensure sufficient funds are escrowed for taxes and insurance
• Update and provide feedback to senior management on current policies and procedures
• Work directly with Borrowers regarding appeals and shortages recommending course of action
• Monitoring and payment of property taxes for loans in which escrows are held to ensure they are paid timely and accurately
• Plan and schedule personal workload to most efficiently meet benchmarks and manage assigned portfolio, prioritizing according to risk and urgency
• 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
• 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
• Facilitate comprehensive and effective training sessions for existing employees and oversee new hire onboarding to ensure understanding of necessary skills and procedures.
• Perform duties and responsibilities in accordance with applicable laws, regulations, self-regulatory organization requirements and Colliers compliance and employee policies

Requirements

• Problem solving and decision-making skills
• Excellent oral and written communication skills
• 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
• Strong attention to detail, with the ability to recognize discrepancies in the available information
• Strong time management skills with respect to deadlines.
• Associate’s degree or greater preferred
• Ability to train and mentor junior staff
• Regular and reliable attendance required
• Ability to read, analyze, and interpret technical procedures or governmental regulations
• Intermediate Microsoft Office skills required
• Exceptional written and verbal communication skills required
• 3+ years of commercial tax experience required

Benefits

• Payment of HUD mortgage insurance premiums (MIP).

Training + Development

Interview process

Visa Sponsorship

Security clearance