Team Lead, Client Operations Management, Tax Research
Cotality
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Mississippi, New York, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $44,300 - $54,080 per year
Job Level
Senior
About the role
- Manage the workflow of a team in a fast-paced production environment that services, supports and mitigates risk for different types of property loans.
- Organize workflow to maximize efficiencies while delivering an exceptional client experience.
- Manage workflow tasks, delegate project work, drive process improvement, and help develop the team through training and mentorship.
- Assist with complex escalations or work directly with clients.
- Engage and motivate yourself by applying your organizational, communication, and influencing skills that drive team success.
- Assist leadership team with the management of daily operational activities for assigned team(s).
- Provide direction and guidance to team members.
- Consistently deliver exceptional client service in a high-volume production environment.
- Provide mentorship and training to team members.
- Conduct intricate research of property tax cases by utilizing advanced tools and resources including internal departments, third party sources, public agencies, and clients according to defined business procedures.
- Adhere to all required company and client driven standards and/or Service Level Agreements (SLAs).
- Perform simple to complex reporting events such as maintaining tax research files, searching and investigating tax research case information, and processing departmental documents requiring knowledge of functional operations.
- Track progress and provide status report to management on achievement of daily and weekly team goals.
- Lead or participate in projects or initiatives.
- Lead and direct client meetings.
- Provide primary operational support and communication for the assigned team(s).
- Serve as a change champion in order to meet goals and maximize team performance.
- Build, maintain and leverage strong professional relationships.
- Assist in troubleshooting and resolving complex escalated issues.
Requirements
- High school diploma, GED or equivalent required; bachelor’s degree preferred
- 6+ years of relevant experience
- Client service-oriented experience required
- Strong aptitude for leading people, with the ability to influence and motivate others
- Ability to provide exceptional client service in a high-volume production environment
- Ability to manage, prioritize and delegate tasks for assigned team(s)
- Ability to manage time, set priorities and meet deadlines for self and assigned team(s)
- Intermediate computer skills and technical mastery of relevant systems and applications
- Ability to understand basic property related documentation from a variety of sources
- Critical thinking to synthesize information from multiple sources to solve problems
- Detail oriented to process and analyze data accurately
- Ability to collaborate with others and provide status updates
- Exceptional verbal and written communication skills
- Willingness to continuously learn and develop.
Benefits
- Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
- Up to 16 weeks of fully paid parental leave and a baby stipend.
- Multiple medical plan options with mental health and wellness support offerings.
- 401(k) with company match and vesting after one year.
- $400 annual well-being stipend and tuition assistance up to $5,250.
- Recognition Rewards, Referral bonuses, exclusive discounts and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
reportingdata analysisproperty tax researchprocess improvementworkflow managementtask delegationtime managementclient serviceproblem solvingtechnical mastery
Soft skills
leadershipcommunicationorganizational skillsinfluencingmentorshipcollaborationdetail orientedcritical thinkingmotivationclient relationship management
Certifications
high school diplomaGEDbachelor’s degree (preferred)