SWBC is seeking a talented individual to perform in-line quality control by reviewing, researching, and verifying all insurance updates and payments on escrow loans. This role interprets, sorts, and verifies accuracy of pertinent insurance data. This role makes necessary outbound calls and/or researching insurance carrier websites to verify and update insurance coverage and enters, edits, or modifies pertinent insurance and escrow payment data into AS400, LPS, Citrix, and FiServ database systems.
Why you'll love this role:
In this role, you will help overall operations quality by performing inline quality control before updates can be locked into the system. If you enjoy thinking analytically and working behind the scenes, this is the role for you.
Essential duties include the following:
- Validates and/or corrects insurance updates and escrow disbursement information by reviewing the Billing Edit Report for all daily escrow accounts to ensure entries are accurately, completely, and adhering to department procedures.
- Resolves escrow disbursement discrepancies by researching the loan and making an outbound call to the insurance agency/company to obtain required information.
- Disburses insurance premium payments manually for all FiServ and WebServices clients.
- Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS400 history.
- Reviews Exception Report for discrepancies and update AS400, FiServ, or WebServices as needed to ensure the client is receiving updated and current information.
- Reviews the At-or-Near Expired Report to ensure all call attempts have been made and escrow payment information has been obtained to ensure payment is processed timely.
- Reviews the Follow-up Database and Reconciliation Database to ensure the loan is processed correctly to include, but not limited to, researching, making additional outbound call attempts, obtaining payment information, contacting the client, opening a task on FiServ or WebServices, contacting the client for additional information, and the like.
- Maintains the service level objectives for all task/CIT received from clients to include opening, researching, and closing of each task/CIT request.
- Processes Escrow Rush payment requests received by email or WebServices Task function.
- Provides follow-up on every escrow loan that received a cancellation notice for non-payment or with an unknown cancellation reason listed.
- Assists with keying escrow exceptions as needed.
- Performs time-sensitive account maintenance before and after account processing cycles.
- 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 with the highest degree of accuracy, quality, and efficiency.
Serious candidates will possess the minimum qualifications:
- High School diploma or GED equivalent.
- Minimum two (2) years of high-level data entry; researching, monitoring, and/or validating electronic files; or related experience
- Experience within the insurance, mortgage, or banking industry preferred.
- Knowledge of mortgage escrow accounts or homeowners insurance.
- Intermediate to advanced computer skills to include databases, Microsoft Access, and MS Excel.
- Strong organizational and analytical skills with attention to detail.
- Strong verbal and written communication skills.
- Excellent customer service skills.
- Able to type 35 WPM accurately.
- Able to operate most general office machines.
- Able to sit for long periods of time while validating and/or entering data, or performing other sedentary duties.
- Able to lift 10-20 lbs. of reports or other documents.
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.
Skills Required
- High school diploma or GED equivalent
- At least two years of high-level data entry, electronic file research, monitoring, validation, or related experience
- Experience in insurance, mortgage, or banking
- Knowledge of mortgage escrow accounts or homeowners insurance
- Intermediate to advanced computer skills, including databases, Microsoft Access, and Microsoft Excel
- Strong organizational and analytical skills with attention to detail
- Strong verbal and written communication skills
- Excellent customer service skills
- Ability to type 35 words per minute accurately
- Ability to operate general office machines
- Ability to sit for long periods while validating or entering data
- Ability to lift 10 to 20 pounds of reports or documents
What We Do
Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
