SWBC is seeking a talented individual to enter, verify, research, review, and update pertinent insurance data into the computer system to reflect the most current/accurate information; make payments to insurance companies to ensure that our Client's interests are protected; make outbound calls to clarify information; research the automated matching system; and make corrections to the system updates on the files and make any corrective payments, as needed.
Why you'll love this role:
As a Data Capture Representative, attention to detail is key. You are an integral part of the Financial Institution Group organization, ensuring that data is correctly keyed and validated to maintain quality for the life of the document.
Essential duties include the following:
Resolves escrow disbursement discrepancies by researching the loan and making outbound calls to the insurance agency/company to obtain required information in order to make timely and accurate updates and insurance payments to loan files.
Reviews insurance documents that have been sent through CES which require additional research due to missing information.
Researches, verifies, and updates the status of loan insurance information by website exploration to include Unable to Locate (UTL) documents to ensure the submitted documents are matched to the correct file.
Disburses insurance premiums through manual process using SWBC's computer system.
Determines if a document can be used to update or comment a loan.
Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS400 history.
Enters updates to the pertinent insurance data into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
Performs data processing/customer service functions in support of the SWBC Escrow Tracking Program.
Serious candidates will possess the minimum qualifications:
High School diploma or GED.
Minimum two (2) years data entry, customer service, or related experience in a Mortgage or Banking environment preferred.
Basic understanding of mortgage escrow accounts or homeowners insurance.
Excellent interpersonal and customer service skills for making and receiving calls from insurance agencies.
Strong organizational, analytical, and attention to detail skills to perform multiple work assignments.
Excellent and effective communication skills, both verbal and written.
Proficient computer and accurate keyboard skills in utilizing computer applications such as MS Word and Excel.
Working knowledge of general office equipment such as phone system, copier, scanner, and the like.
Able to sit for long periods of time performing sedentary activities.
Able to lift up to 20 lbs. of files, supplies, documents, or other related items.
Able to work flexible hours which may include early mornings, late evenings, or weekends.
Able to multi-task and be adaptable to change.
Able to meet department expectation and handle repetitive work.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
High school diploma/GED and ~2 years data entry or customer service experience (mortgage/banking preferred); strong attention to detail, communication, and computer/keyboard skills; ability to make/receive calls and research insurance/escrow data.
Key Responsibilities
- entering data
- researching discrepancies
- disbursing premiums
Skills & Tools
CES, AS400, Microsoft Word, Microsoft Excel
Job Details
- Category: Business Operations
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Texas, United States
- Languages: English
Benefits
- Retirement plan
About Swbc
A diversified financial services company providing insurance, mortgage, and investment services and offering career growth and continuing education opportunities. — Industry: Finance