Full-Time
Data Capture Representative
Posted on 10/31/2025
SWBC
11-50 employees
Diversified financial services: insurance, mortgage, investments
No salary listed
Texas, USA
Remote
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 Operations & Logistics (3) |
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- 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.
- 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.
SWBC (Southwest Business Corporation) is a diversified financial services provider offering a broad mix of products for individuals, businesses, and financial institutions. For individuals, it delivers personal insurance, mortgage services, and wealth management. For businesses, it provides business insurance and employee benefits consulting. It also partners with financial institutions to support mortgage management and consumer lending. The company operates as a one-stop shop for financial needs, earning revenue from service fees, commissions on insurance products, and investment-related returns. Unlike firms focused on a single niche, SWBC combines insurance, mortgage, and investment services with consulting, risk management, and lending support to create a comprehensive suite of financial solutions.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
San Antonio, Texas
Founded
1976
Simplify's Take
What believers are saying
- Transamerica partnership launched June 2025 simplifies SMB retirement plans nationwide.
- Kevin Graham joined September 2023 to expand private market investment offerings.
- Angelica Palm as CMO drives brand strategy across 50 states and Mexico.
What critics are saying
- Transamerica commoditizes retirement services, eroding SWBC margins within 12 months.
- Texas property tax declines cut municipal bond deal flow in 12-24 months.
- ERISA fiduciary breaches in SECURE 2.0 plans trigger DOL fines within 12 months.
What makes SWBC unique
- SWBC integrates insurance, mortgages, and wealth management as one-stop financial shop.
- Municipal bond underwriting exceeds $1B since 2018, focusing Texas public entities.
- Reinsurance division led by Jim Pangburn maximizes financial institution partnerships.
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Benefits
Health Insurance
401(k) Retirement Plan
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
Wellness Program
Company News
Joan Cleveland, President and CEO of SWBC Life Insurance Company, has been appointed to the Texas Life and Health Insurance Guaranty Association Board of Directors by the Texas Commissioner of Insurance. Her term runs until 30 September 2031. Cleveland brings over 30 years of leadership in the life and health insurance industry. At SWBC, she oversees strategic market development, product innovation and distribution strategies for the company's life insurance operations. She serves on the boards of the Life Insurers Council and Consumer Credit Industry Association, and has previously been recognised as one of the Top 100 Women in Finance. TLHIGA protects Texans by ensuring they receive insurance policy benefits if a licensed insurer becomes insolvent.
SWBC, a diversified financial services company based in San Antonio, has appointed Angelica Palm as its new Chief Marketing Officer. Palm brings over 20 years of senior-level experience in marketing, communications and brand strategy. Palm joins from Texas Partners Bank, where she spent 10 years, most recently as Senior Vice President, Marketing and Communications Director. In that role, she led enterprise-wide brand development and customer engagement initiatives across multiple markets. She holds a Bachelor of Science in Broadcast Journalism from Texas Christian University and has previously worked at Giles-Parscale, McDonald's Corporation and Moroch Advertising. As CMO, Palm will lead SWBC's marketing initiatives across the organisation's operations in all 50 US states and Mexico.
Kenneth Johnson, Director of International Markets & Business Development at SWBC Insurance Services, has been appointed Vice President of Asociación de Empresarios Mexicanos (AEM) San Antonio for 2026. The organisation has supported Mexican and Latino entrepreneurs for nearly six decades. In his new role, Johnson will focus on expanding entrepreneurship programmes, enhancing cross-border business resources, and relaunching the AEM Young Entrepreneurs Committee in partnership with local universities. He will also collaborate with the Mexican consulate in San Antonio to support women entrepreneurs. A graduate of Leadership San Antonio Class 49, Johnson previously co-founded a local soccer club in 2017. He holds a Bachelor of Arts in Finance from The University of Texas at San Antonio.
BALTIMORE, June 5, 2025 /PRNewswire/ -- Transamerica today launched the SWBC Retirement Plan Exchange, which was established with SWBC to help grow and offer competitive retirement benefits with less cost and hassle.The solution features two options:Retirement Plan Exchange ® Solution (Exchange) – employers choose from a cost-efficient menu of features, while TAG, a national third-party administrator and a wholly owned subsidiary of Transamerica, files Form 5500 and handles day-to-day administration.– employers choose from a cost-efficient menu of features, while TAG, a national third-party administrator and a wholly owned subsidiary of Transamerica, files Form 5500 and handles day-to-day administration. Choice Pooled Employer PlanSM (PEP) – employers may elect to join a single pooled plan maintained by Transamerica Fiduciary Services as the pooled plan provider, providing one combined 5500 and streamlined fiduciary oversight.SWBC Wealth Management will serve as financial advisors, while SWBC Retirement Plan Services will offer ERISA 3(38) investment fiduciary services. TAG will provide ERISA 3(16) administrative fiduciary services to plan sponsors and participating employers in the PEP. This collaboration takes advantage of the SECURE 2.0 Act, which makes it easier and more appealing for businesses to adopt pooled plans."Collaborating with Transamerica lets us deliver measurable value to clients," said Kyle Hittle, MBA, Wealth Advisor, SWBC Wealth Management. "Together, we can simplify plan administration and enhance employees' financial well-being across the country."SWBC Wealth Management advisors support plan sponsors by simplifying the management of retirement plans, reducing administrative burdens, and ensuring a smooth experience at a competitive price. They focus on increasing participation through coordinated enrollment meetings, providing investment education and guidance, conducting regular plan reviews, and suggesting enhancements to meet the needs of all participants."Transamerica is proud to be an industry leader in retirement solutions and support hundreds of thousands of small business employees in achieving financial freedom
SAN ANTONIO, July 25, 2024 /PRNewswire/ -- SWIVEL, a transaction enablement fintech that removes friction in the movement of money for financial institutions and other payment communities, announced today its integration with Apple Pay® that enables its credit union and community bank clients to accept loan payments from members and customers through the mobile wallet. The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers.Jason O'Brien, CEO of SWIVEL. Within financial services, there exists a requirement in which institutions will not accept certain forms of payment (such as a credit card) against a consumer loan or auto loan. SWIVEL's integration with Apple Pay is unique in that it features a proactive capability that automatically filters cards loaded within a consumer's Apple Pay wallet and presents only the cards that can be used as acceptable payment options for an individual loan. This is strategically beneficial for credit unions and banks as it improves the customer experience by streamlining the loan payment process while improving the performance of payment reminders sent to customers through the mobile channel."The whole idea of digital wallet technology is to provide a frictionless, easier payment experience for consumers, but too often the opposite is the case when non-accepted payment options are presented to the consumer," said Jason O'Brien, CEO of SWIVEL. "With our innovative Apple Pay integration, we are solving that problem for the financial institutions we serve, supporting better digital banking experiences for their customers and driving better loan payment performance through the channel."