Pretium is a specialized investment manager with ~$53.1 billion in assets under management focused on real estate, mortgagefinance and corporate debt. Pretium manages more than 80,000 single-family rentals (SFRs) in the United States and has an
employee base of ~3,900 globally as of March 31, 2022.
Pretium Enterprise Service India (PES India) is a subsidiary of Pretium Partners, LLC. With expert business service capabilities, PES
India provides services to Pretium and its operating and portfolio companies, Progress Residential, Selene Finance, Deephaven
Mortgage and Anchor Loans. PES India is integral to the growth, innovation and transformation of Pretium. We partner with our
stakeholders to rapidly unlock value for their customers, delivering with excellence and ownership.
JOB DESCRIPTION
Tax Specialist is responsible for identifying property Taxes for the current and future payments and updating the same in Selene system for Tax team to disburse funds when they are due.
Tax specialist has to be well versed with commercial Escrow tax policies
Tax specialist validates the property tax information with assessor websites
Ensure all the tax ids are verified and researched on multi collateral properties.
Responsible to verify the tax id’s as per different documents for correctness and report if any discrepancies.
Identify the property tax frequency of payments and authority
Selene system will be updated with latest tax information obtained from the assessor websites.
Tax specialists is responsible to add tax line in Selene system when the account is escrowed for taxes.
ROLE AND RESPONSIBILITIES
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Work with Servicing and Default management in developing Mortgage Training Plans and Curriculum Roadmaps for both new hire and existing staff.
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Strengthen the Mortgage Training Capability with scheduling recurring training classes on updates as well as sections with quality feedback.
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Assist the Servicing and Default management with the Knowledge Acquisition and Knowledge Transfer around Domain, Project and Process Knowledge during new project transitioning.
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Works with Compliance Team to identify and fill gaps in client training programs to enable the employees achieve the set
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benchmarks around productivity and Quality.
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Conduct Transition Analysis and Due Diligence for Training Readiness and Capability Development.
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Facilitate the designing of relevant and effective training programs for New Joiners.
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Help prepare educational materials such as modules, summaries, videos etc.
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Perform induction and orientation sessions.
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Maintain and define a keen understanding on training trends, developments, and best practices.
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Plan training programs based on business objectives and goals.
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Identify Business Impact for Training Interventions and showcase value.
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Define and align the learning curve with industry standards.
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Provide and create opportunities of ongoing developments.
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Introduce effective and innovative means of training through videos, simulations, and other tools.
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Work with Servicing and Default management and Business Analyst to conduct Root Cause and Error analysis.
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Work with Servicing and Default management to create mechanisms of dissemination of process updates, upskilling and cross skilling of employees.
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Acts as supervisor for newly hired employees while in CORE training and during the provisional period.
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Is responsible for new hiresʼ training proficiency metric.
QUALIFICATIONS AND TECHNICAL SKILLSETS:
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5+ years of mortgage servicing experience in US Mortgages (servicing and securitization, knowledge of underwriting and
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originations is a huge plus)
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Due Diligence / Compliance a plus
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Experience in Project Management would be an added advantage.
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Proven work experience as a Trainer and/or Training Manager
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Track record in designing and executing successful training programs.
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Familiarity with traditional and modern training methodologies (mentoring, coaching, on job or in classroom training, e-learning,
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workshops, simulations, gamifications etc.)
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Excellent communication & leadership skills
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Ability to plan, multi-task and manage time effectively.
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Proven track in providing structure and ensuring knowledge retention through various means.
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Prior experience of Transitioning new accounts and managing the Knowledge Acquisition and Knowledge Transfer from clients/
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incumbent vendors.
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Excellent written and/or oral communication capabilities.
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Confident and mature to handle client and stakeholder interactions.
COMPENTENCIES: To perform the job successfully, an individual should demonstrate the following:
Adaptability - Adapts to changes in the work environment. Manages competing demands. Changes approach or method to best fit
the situation. Able to deal with frequent change delays, or unexpected events.
Business Ethics - Treats people with respect. Keep commitments. Inspires the trust of others. Works with integrity and ethically.
Upholds organizational values.
Communications - Expresses ideas and thoughts verbally. Expresses ideas and thoughts in written form. Expresses ideas and
thoughts in written form. Exhibits good listening and comprehension. Keeps others adequately informed. Selects and uses
appropriate communication method.
Customer Service - Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments.
Responds promptly to customer needs. Solicits customer feedback to improve service.
Dependability - Responds to requests for service and assistance. Follows instructions, responds to management direction. Takes
responsibility for own actions. Commits to doing the best job possible. Keeps commitments. Meets attendance and punctuality
guidelines.
Teamwork - Balances team and individual responsibilities. Exhibits objectivity and openness to others' views. Gives and welcomes
feedback. Contributes to building a positive team spirit. Puts success of team above own interests.
