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Tax Operations Analyst

Company: Bayview Financial
Location: Bedford
Posted on: June 7, 2021

Job Description:


The Tax Operations Analyst is responsible for monitoring and maintaining diverse loan servicing operational processes with specific tasks related to tax, year end processing, escheatment management and natural disaster. The ideal candidate should be analytical with some data and/or lending experience. The candidate should be able to balance long term projects with daily task requests for information. The candidate should be able to interact effectively and professionally with individuals across all levels of the organization.


Responsibilities include, but are not limited to:

  • Responsible for technical advice for 1098 and 1099 statutes.
  • Field questions from BLS personnel regarding item that effect 1098 & 1099 reporting.
  • Prepare tax compliance forms as required.
  • Research and document in memo format various tax issues that may arise.
  • Accountable for the integrity and accuracy of year end reporting data.
  • Research all tax related inquiries related to the servicing functions.
  • Provide assistance in the escheatment process of identifying and remitting unclaimed property to a state authority.
  • Provide assistance with tasks associated with federally declared natural disasters to ensure all guidelines followed and required timelines are met.
  • Documentation of process/procedure - work flow BLS.
  • Assist with data analysis and data validation for new and existing projects.
  • Provide assistance and advice to business users in the effective use of applications to effectively execute on the loan servicing operation processes.
  • Question every process and procedure to insure full understanding of the purpose of each task.
  • Identify areas to improve of become more efficient by identifying data gaps for business user provided data.
  • Effectively communicate with the appropriate internal and external business and technical customers for information gathering and follow up.
  • Other duties as needed or required



  • MSP & Servicing Director experience.
  • Advanced analytical skills.
  • Basic accounting and reconciling skills.
  • Advanced Excel skills.
  • Good written, verbal and interpersonal communication skills.
  • Ability to communicate ideas in both technical and user-friendly language.
  • Strong organizational and multi-tasking abilities.
  • Must have a high level of adaptability to change priorities as required; effective time management skills.
  • Ability to effectively query various database platforms to extract required information.
  • Ability to conduct research into systems issues and products as required.
  • Attention to detail.
  • Highly self-motivated and directed.


  • Ability to work in a highly paced and dynamic environment preferred.


  • 3 - 5 years of experience working with Lender Processing MSP system and loan servicing operations.
  • 1 - 3 years direct experience analyst experience in a loan servicing.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.


Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Keywords: Bayview Financial, Bedford , Tax Operations Analyst, Other , Bedford, Texas

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