Tax and Insurance Specialist II
Company: Heartland Financial USA Inc
Location: Dubuque
Posted on: January 23, 2023
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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 disbursements2. 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 Preferred2. 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 Systems4. Proficient computer skills, including Windows,
Excel, Word, and Outlook5. Eagerness to expand knowledge within the
Tax and Insurance industry6. Ability to problem solve and have
extensive attention to detail; responsible for meeting quality
standards7. Ability to work effectively in a fast-paced
environment8. Ability to handle and prioritize multiple
tasksScheduled Weekly Hours:40Time Type:Full time
Keywords: Heartland Financial USA Inc, Dubuque , Tax and Insurance Specialist II, Other , Dubuque, Iowa
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