Team Lead l
Elgin, IL 
Posted 1 day ago
Job Description

Team Lead I (Tax)

Job Description

To lead and assist tax department with daily functions. Assisting customer service, Research Dept with tax issues as needed, and process tax collector calls.


  • Assign duties for tax disbursement department
  • Assign monthly state assignments
  • Assist Manager and Asst. Manager with tax issues( current or delinquent)
  • Respond calls from Tax Services on payments
  • Research and reimburse penalty to new mortgage service companies for unpaid taxes
  • Assist Customer Service Dept and Tax Research Dept with tax problems
  • Order and up date open items reports
  • Train disbursement staff and monitor their progress
  • View and make necessary corrections on the payroll reports
  • Monitor tax payees to ensure that the information is correct on the system and setup new payees as needed
  • Review and make disbursements on requests from tax payers to pay taxes on F/C loans
  • Monitor Task reports from the system
  • Assist Escrow Analysis Dept with tax issues
  • Work with Tax Service ( Transamerica and 1st American) on critical tax issues and assist them on a daily basis
  • Make nesessary adjustments on tax buckets, PCH1, SAF1 screens
  • Assist Homeowners with critical tax problems
  • Review tax procedures and any new tax issues with tax department at weekly meetings
  • Assist with yearly review on tax dept employees
  • Forward new information from tax collectors, tax services to tax payers
  • Review and sign penalty requests
  • Perform daily routine functions such as check request, order copy of cancel checks, place stop payment on checks, disburse from customer escrow, request new analysis
  • Call tax collectors to verify if taxes were apply to the correct parcel/property if needed


REPORTS TO: Assistant Manager

TYPICAL EDUCATION: High School, some college education

TYPICAL EXPERIENCE: 1-2 years banking experience


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
1 to 2 years
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