Transamerica Property Tax Analyst - Aegon AM in Cedar Rapids, Iowa

Job FamilyTax Admin

Job Description SummaryCompany Overview:Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.Position Overview: Responsible for real estate property tax analysis and verification for mortgage loan assets of a complex nature to protect Investors’ interests in real and personal property secured by mortgage loans.Job Description

Responsibilities:

  • Responsible for analysis and identification of all applicable taxing authorities and associated applicable real estate tax ID’s at the time of loan origination and upon annual tax verification. Interpret documents including real estate tax maps, legal descriptions, surveys, appraisals, ground leases, deeds and mortgage loan documents. New loans do not fund until the tax analyst has successfully performed a detailed search of real estate taxes and has received confirmation reflecting tax payments are current.

  • Evaluates real estate taxes on loans acquired through acquisitions, servicing assignments and the mortgage loan portfolios. Plots and analyzes collateral boundaries, researches and coordinates with borrowers/property managers to resolve tax parcel discrepancies.

  • Analysis and identifies all applicable ground leases associated with the mortgage loans.

  • Facilitate resolution of inquiries and requests from borrowers regarding real and personal property tax and ground leases. Analyze Investors’ risk related to borrower requests and resolve or escalate to manager.

  • Provide document interpretation to Mortgage Loan Legal, Production, Special Servicing, Servicing, outside counsel, title companies and borrowers and recommend loan document changes related to property taxes or ground leases.

  • Authorize timely and accurate payment of real and personal property taxes for the escrowed mortgage loan portfolio.

  • Monitor and analyze escrow accounts, coordinate refunds and collect shortages.

Required Qualifications:

Senior Level:

Bachelor’s degree or equivalent work experience

5+ years of professional experience in property tax, paralegal, accounting, finance or real estate area.

Intermediate Level:

Bachelor’s degree or equivalent work experience

2+ years of professional experience in property tax, paralegal, accounting, finance or real estate area.

Preferred Qualifications:

Knowledge of taxation and real estate investments. Bachelor’s degree in real estate, business, or related area. Effective oral and written communication skills. Strong analytical and problem solving skills. Detail oriented. Ability to work independently and maintain tight deadlines. Solid planning and organizational skills, including the ability to perform multiple assignments and responsibilities.

Job and compensation levels depend upon an applicant’s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.

Why Work for Us

Total Rewards at Transamerica: It’s more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Ontario Applicants:

Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.

At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping customers secure their long-term financial futures.

Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.