Agency Data Specialist II

  • Full-Time
  • Pomona, CA
  • LERETA, LLC
  • Posted 3 years ago – Accepting applications
Job Description

The Agency Data Specialist II is responsible for the analysis of inbound/outbound files, completion of data conversion specifications, review of agency profile and calendar information, and review of previously completed data conversion specifications against varying data sources. The role ensures accurate and timely exchange of information with tax agencies for the benefit of LERETA’s Customer’s and their borrowers. The position establishes and maintains high quality relationships between LERETA and the data experts within the tax collection community.


Processing of incoming / outgoing data files

  • Develops and maintains effective relationships with local government/jurisdiction officials and their IT staffs in a manner that supports mutually beneficial real property tax data exchanges. Interacts directly with Agency and Service Bureau Data Contacts (e.g. IT) to validate how to interpret provided data.
  • Partners with Agency Relations / Procurement to validate availability and sufficiency of tax data for delinquency reporting, escrow reporting, mass pay support, lien index maintenance, and data integrity.
  • Downloads files from FTP sites and other sources if no file order activity is required
  • Ensures Procurement team is aware of status of these downloads
  • Verifies the integrity of each file prior to its use within LERETA’s system
  • Maintains CDA and G360 Tracking systems to ensure timely processing of production files and visibility into end-to-end file processing status.
  • Creates, maintains, and verifies data file specifications of all automated agencies
  • Interprets, writes, and controls data tape file specifications for exchanging information with tax agencies.
  • Communicates file processing requirements to IT and Data Acquisition coordinators
  • Utilizes approved process to adjust parcel formats and associated tax lines when 1st identified via receipt of change in file
  • Works with Customer Care / Agency Relations to research data related / file level questions stemming from inquiries from Agencies
  • Responds to Standard Tax Reporting and Outsourcing Disbursement team questions / concerns / data integrity about the load and transfer of agency data that they utilize
  • Supports heavy work periods, performs validation and FTP upload of automated bill requests and payment files.May be asked to support pre-load verification of file output
  • Works with Agency Systems tech partners to resolve issues with Bill Request / Lien Index / Tax Amount / Delinquency / Tax Payment programs
  • This position will perform other duties as assigned based on the needs of the department.


  • Knowledge of mainframe and PC based operating systems: Global 360 or similar workflow tool, Serena/PVCS/Dimensions or similar Change Management tool
  • Familiarity with data analysis tools, applications, programs, and techniques to identify trends in diverse data types
  • Basic Microsoft® Office Access, Excel, Outlook, PowerPoint, SharePoint and Word skills
  • Minimum 5 years of Tax Service experience or equivalent business/technical knowledge
  • Specific state processing expertise
  • High School Diploma or equivalent

Preferred Education & Experience

  • Direct Tax Service industry experience
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