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SWBC

Diversified financial services: insurance, mortgage, investments

Data Integrity Representative

Data EntryConfirmed live in the last 24 hours
Full-timeSan Antonio, TX, USANo salary listedIn-person

About the Job

Requirements

  • A High School diploma or GED equivalent.
  • A minimum of two years of high-level data entry, researching, monitoring, validating electronic files, or related experience.
  • 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 most general office machines.
  • Ability to sit for long periods while validating or entering data or performing other sedentary duties.
  • Ability to lift 10–20 pounds of reports or other documents.
  • Ability to pass pre-employment drug testing.
  • Must not use tobacco, as allowed by law.

Responsibilities

  • Perform in-line quality control by reviewing, researching, and verifying insurance updates and payments on escrow loans.
  • Interpret, sort, and verify the accuracy of pertinent insurance data.
  • Make outbound calls and research insurance carrier websites to verify and update insurance coverage.
  • Enter, edit, and modify insurance and escrow payment data in AS400, LPS, Citrix, and FiServ database systems.
  • Validate and correct insurance updates and escrow disbursement information by reviewing the Billing Edit Report for daily escrow accounts.
  • Resolve escrow disbursement discrepancies by researching loans and contacting insurance agencies or companies for required information.
  • Manually disburse insurance premium payments for FiServ and WebServices clients.
  • Adjust insurance lines based on reports, documents, or AS400 history notes.
  • Review Exception Reports and update AS400, FiServ, or WebServices to keep client information current.
  • Review At-or-Near Expired Reports, ensure call attempts are completed, and obtain escrow payment information so payments are processed timely.
  • Review Follow-up and Reconciliation Databases to research loans, make additional outbound calls, obtain payment information, contact clients, open tasks on FiServ or WebServices, and obtain additional information.
  • Maintain service-level objectives for client tasks and CIT requests by opening, researching, and closing each request.
  • Process Escrow Rush payment requests received by email or through the WebServices Task function.
  • Follow up on escrow loans receiving cancellation notices for non-payment or an unknown cancellation reason.
  • Assist with keying escrow exceptions as needed.
  • Perform time-sensitive account maintenance before and after account processing cycles.
  • Enter insurance data updates into the computer system accurately, completely, and in accordance with department procedures.
  • Perform data processing and customer service functions supporting the SWBC Escrow Tracking Program.

Desired Qualifications

  • Experience in the insurance, mortgage, or banking industry.

About the Company

SWBC

Diversified financial services: insurance, mortgage, investments

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
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1976

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