Kevin Castle
Argyle,TX
Summary
Dynamic Property Tax Analyst with a proven track record at JP Morgan Chase, leveraging analytical thinking and effective communication to enhance client satisfaction. Achieved 100% processing accuracy while developing retention strategies and streamlining servicing processes. Collaborated with internal teams to optimize tax solutions, ensuring compliance and maximizing ROI.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Property Tax Analyst
JP Morgan Chase
12.2020 - Current
- Manage a portfolio of long-term client accounts, delivering customized property tax solutions that align with client objectives and compliance needs
- Act as subject matter expert on internal servicing platforms, overseeing configurations, troubleshooting, and updates across client accounts
- Analyze servicing data and interaction trends to develop retention strategies and uncover ROI improvement opportunities
- Partner with internal departments to enhance client usage and streamline servicing processes, boosting satisfaction and client health metrics
- Ensure precise reconciliation and payment of property taxes across jurisdictions, maintaining 100% processing accuracy
- Supported onboarding of new clients by customizing tax servicing plans based on regional regulations and portfolio structure
- Conducted multi-state tax research to ensure compliance and improve internal system accuracy
- Worked with our tax vendor in developing a performance dashboard to monitor servicing progress .
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Negotiated favorable outcomes in disputes with taxing authorities by presenting well-researched cases supported by detailed analyses.
Property Tax Analyst
PenFed Credit Union
Plano, TX
06.2017 - 03.2021
- · Reconcile payment files prior to processing wires
- · Process wires for mass tax payment
- · Disbursed checks for manual tax payments
- · Process refund checks from tax vendor and tax collectors Contact Tax assessor's and collectors to, ensures that all tax agencies and tax identification numbers are accurately identified and assigned to new and existing contracts under service based on systems due dates.
- · Review new tax line reports to ensure tax lines are set up correctly
- · Review exception reports from tax vendor to update tax line prior to TAR (Tax Amount Reports) are sent to disbursement
- · Work TAR maintenance report prior to tax run to ensure all loans are captured on the TAR Schedule TAR (Tax Amount Reports) to meet the tax vendor return dates to ensure property taxes are paid timely
- · Work open items reports and manually pay loans that did not pay on the TAR Work with tax vendor on subsequent TAR reports to ensure maximum amount are tax payments are paid via wire
- · Review delinquent reports to ensure property taxes for non escrow loans current Consult with management and establish forced escrow for delinquent non-escrow properties in danger of tax sale Update tax agency payee header to ensure tax payments are mailed to correct taxing authorities
- · Run annual escrow analysis as scheduled Run ad hoc escrow analysis as needed to ensure proper impound collection
Education
Bachelor of Arts - Business Administration And Management
Amberton University
Garland, TX05-2004
Skills
- Analytical thinking skills
- Effective verbal communication
- Collaborative mindset
- Collaborative mindset
Certification
- Six Sigma Green Belt Training
Languages
English
Full Professional
Timeline
Property Tax Analyst
JP Morgan Chase
12.2020 - Current
Property Tax Analyst
PenFed Credit Union
06.2017 - 03.2021
Bachelor of Arts - Business Administration And Management
Amberton University
Similar Profiles
Lisa Olivia GrenviczLisa Olivia Grenvicz
Private Client Banker at JP Morgan Chase & Company (Chase Bank)Private Client Banker at JP Morgan Chase & Company (Chase Bank)
Taylor SimsTaylor Sims
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
Miranda GuerreroMiranda Guerrero
Associate Banker Market Expansion at Jp Morgan Chase ChaseAssociate Banker Market Expansion at Jp Morgan Chase Chase
Soumita BoseSoumita Bose
Software Engineer 3 at JP Morgan ChaseSoftware Engineer 3 at JP Morgan Chase
Paula L. NeelPaula L. Neel
Receptionist / Scheduler at Staff DFW / Southwest Warehouse ServicesReceptionist / Scheduler at Staff DFW / Southwest Warehouse Services