Tax and Insurance Specialist II

Company: HTLF
Location: Dubuque
Posted on: January 22, 2023

Job Description:

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF is a diversified financial services company headquartered in Dubuque, Iowa. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

The Tax & Insurance Specialist II is responsible for processing taxes and insurance, working with tax services, answering customer calls, processing hazard insurance, PMI, completing insurance tracking and escrow set up.

Responsibilities:

1. Processing escrow disbursements

2. Review and validate Insurance policies.

3. Pull daily reports from operating systems.
4. Understand different loan types and research to ensure insurance policies and taxes are up to date on a daily, weekly and monthly basis.
5. Work with outside vendors to research on outstanding issues,
6. Research would include external databases, research on insurance company that is trying to obtain information, or the county to obtain tax information, or the customer that they made that payment.
7. Complete necessary research on any outstanding items, check for accuracy, completeness and compliance in accordance with Heartland's guidelines and internal policies.
8. Interact with Loan Administration personnel to resolve outstanding items and find solutions.
9. Assist in training new team members in the basics of loan Servicing.
10. Answer customer and 3rd party vendor calls and complete requests from internal/external customers.
11. Image/Scan/Index documents.
12. Train and be knowledge of different insurance and tax elements, acting as a backup to the Tax & Insurance Specialist I.
13. Ensure compliance with all applicable regulations, bank policies and procedures, and work in conjunction with Heartland's servicing and operations staff, credit administration, compliance and legal departments to ensure loans are serviced in an accurate and timely manner.
14. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
15. Performs other duties as assigned.

Requirements:

1. High School Diploma, Associates Degree Preferred
2. 1-3 years of tax & insurance processing or relevant loan or business experience.
3. Knowledge of Bank Core Systems (Fiserv/Loans for example), and Imaging Systems
4. Proficient computer skills, including Windows, Excel, Word, and Outlook
5. Eagerness to expand knowledge within the Tax and Insurance industry
6. Ability to problem solve and have extensive attention to detail; responsible for meeting quality standards
7. Ability to work effectively in a fast-paced environment
8. Ability to handle and prioritize multiple tasks

Scheduled Weekly Hours:
40

Time Type:
Full time

Keywords: HTLF, Dubuque , Tax and Insurance Specialist II, Other , Dubuque, Iowa