SWBC is seeking a talented individual to perform audits of the accuracy and timeliness of CPI and Mortgage insurance processing and escrow insurance disbursement made in accordance with the Service Center SLAs. This role also prepares and maintains accurate audit reports to support audit findings.
Why you'll love this role:
This role is an excellent opportunity to review processes, listen to customer calls, and provide feedback to various departments on opportunities for improvement. You will be able to learn about multiple products in the financial industry and ensure SWBC is following the proper guidelines. Your representation will directly contribute toward SWBC's Mission to provide service that exceeds our client’s expectations.
Essential duties include the following:
- Conducts quality control audits of insurance updates processed to assess compliance with company procedures and SLA agreements.
- Reviews department/team internal control procedures and ascertains whether insurance processing transactions are properly supported and recorded for various regulatory requirements.
- Reviews existing business processes to identify inefficiencies in processing and potential weaknesses that may cause inaccurate processing and coordinates any findings with the training team for documentation.
- Reviews business and system processes in order to identify and recommend process improvements that increase efficiency and/or accuracy of CPI and Mortgage insurance processing.
- Prepares and maintains accurate audit reports to support audit findings.
Serious candidates will possess the minimum qualifications:
- Associate’s Degree in Accounting, Finance, or related field or equivalent experience required.
- Minimum of two (2) years identifying process improvements, automobile and/or mortgage insurance processing, escrow insurance disbursement, or related experience preferably within the insurance industry required.
- Quality control auditing experience preferred.
- Basic understanding of Auto and Mortgage Insurance.
- Familiar with appropriate and effective internal control procedures.
- Able to identify business process improvements and report existing deficiencies to management.
- Able to analyze and manipulate large volumes of transaction-level detail.
- Able to effectively plan and execute audit assignments including documentation of audit approach and findings.
- Able to recommend means of obtaining and analyzing transactional data, as well as evaluate the accuracy of insurance update transactions in accordance with company procedures.
- Able to work independently and remain self-motivated with minimal direct supervision.
- Strong organization skills and close attention to detail.
- Good interpersonal skills with ability to interview individuals associated with audit subject matter as well as communicate findings to management.
- Working knowledge of personal computers to include MS Word and Excel.
- Able to type 35 wpm accurately.
- Intermediate to advance MS Access and MS Excel skills preferred.
- Able to stoop, kneel, and sit for long periods of time.
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
- Associate's degree in Accounting, Finance, or a related field, or equivalent experience
- At least two years of experience identifying process improvements, automobile or mortgage insurance processing, escrow insurance disbursement, or related work
- Quality control auditing experience
- Basic understanding of auto and mortgage insurance
- Familiarity with effective internal control procedures
- Ability to identify business process improvements and report deficiencies to management
- Ability to analyze and manipulate large volumes of transaction-level detail
- Ability to plan and execute audit assignments and document audit approaches and findings
- Ability to recommend methods for obtaining and analyzing transactional data and evaluate insurance update accuracy
- Ability to work independently with minimal supervision
- Strong organizational skills and attention to detail
- Strong interpersonal and communication skills, including interviewing and presenting findings to management
- Working knowledge of Microsoft Word and Microsoft Excel
- Typing speed of 35 words per minute with accuracy
- Intermediate to advanced Microsoft Access and Microsoft Excel skills
- Ability to stoop, kneel, and sit for extended periods
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.
.png){kind=logo}
