Property Tax Liability Specialist I

Property Tax Liability Specialist

Pennymac is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

The Property Tax Liability Specialist is responsible for conducting routine investigations into corporate-advanced property tax payments. This role follows established procedures to validate charges, research the root cause of tax payment errors, and assist in determining financial liability. The specialist will use various internal systems and a guided research tool to document findings and process resolutions for standard-level cases. The Property Tax Liability Specialist will:

• Validate new tax advance charges by cross-referencing amounts in the work queue with the Fee Management system
• Utilize the "Tax Advance Research Tool" to conduct guided investigations, ensuring all required checklist questions are answered accurately
• Gather data from multiple servicing platforms to support the investigation
• Document all findings, liability decisions, and resolution steps in the "Corporate Advance Tools" and add final notations in the SSE servicing system
• Escalate complex cases or those that fail to produce an automated determination to senior staff or management for review
• Perform other related duties as required and assigned
• Demonstrate behaviors which are aligned with the organization's desired culture and values

What You'll Bring:

• 1+ years of experience in mortgage servicing, loan administration, or a related financial field
• Strong attention to detail and a high degree of accuracy in data entry and validation
• Proficiency in navigating multiple computer systems simultaneously
• Good organizational skills with the ability to manage a personal work queue
• Basic understanding of property tax cycles or mortgage escrow accounts
• Prior experience with property tax research preferred

Why You Should Join:

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home:

Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities.

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

• Lower in range - Building skills and experience in the role
• Mid-range - Experience and skills align with proficiency in the role
• Higher in range - Experience and skills add value above typical requirements of the role

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.

Salary $39,000 - $55,000 Work Model OFFICE