Hybrid Team Lead, Client Operations Management, Tax Research

Posted last month

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About the role

  • Client Operations Management Lead managing workflows for property loans in a fast-paced environment. Engage teams and deliver exceptional client service while driving process improvements and mentorship.

Responsibilities

  • 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!

Job title

Team Lead, Client Operations Management, Tax Research

Job type

Experience level

Senior

Salary

$44,300 - $54,080 per year

Degree requirement

High School Diploma

Location requirements

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