Full-Time

Exchange Engineer

Posted on 11/30/2025

SWBC

SWBC

11-50 employees

Diversified financial services: insurance, mortgage, investments

No salary listed

San Antonio, TX, USA

In Person

Category
DevOps & Infrastructure (2)
,
Requirements
  • Associate’s degree or two years of college in Information Technology or Information Systems from an accredited college or university or related experience required
  • Minimum of five (5) years of experience in Exchange Administration
  • Minimum of two (2) years of experience in Automation via scripting languages
  • Working knowledge of business processes
  • Developing knowledge of applicable laws and regulations
  • Working organizational and planning skills
  • Proficient in multi-tasking and collecting and analyzing data
  • Developing negotiation skills
  • Proficient in managing priorities/deadlines and problem-solving
  • Able to communicate and interact effectively via verbal and written communications
  • Able to work collaboratively and build relationships and be adaptable
  • Working Microsoft Office skills, including Outlook, Word, and Excel
  • Proficient knowledge of Windows Server Administration, Scripting (PowerShell or other), and Networking Concepts
  • Able to use basic office equipment, including copy machine, personal computer, and fax
  • Able to type 35 WPM
  • Able to travel locally or nationally by car or plane
  • Stand, stoop, and kneel to file for long periods of time
  • Push, pull, and lift up to 50 lbs. of files, supplies, documents, or other related items
Responsibilities
  • Monitoring and reaction to alerts with the primary focus of uptime and continued operations of the server environment
  • Serving as escalation point for on-call or ticket issues raised by external parties
  • Configuring and administering messaging systems, creating Engineering defined standards, including management of application and associated systems
  • Troubleshoots performance issues and assists in root cause analysis including execution of problem resolutions and proactive tuning
  • Creates and manages scripts relating to automation of basic tasks to streamline operations
  • Collaborates with architects on ensuring that messaging system standards meet existing security, system, operation, and business desires
  • Works with and manages Exchange Online and Exchange On-premises in a Hybrid configuration
  • Works with and manages Proofpoint application servers to further secure our environment
  • Works with and manages Azure Active Directory and its corresponding on-premises connector
  • Works with and manages Active Directory Federated Services (ADFS)

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 Jobs

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

Business Wire
Mar 16th, 2026
SWBC's Joan Cleveland appointed to Texas Life and Health Insurance Guaranty Association board

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.

Business Wire
Mar 5th, 2026
SWBC appoints Angelica Palm as chief marketing officer

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.

Business Wire
Feb 12th, 2026
SWBC's Kenneth Johnson named vice president of AEM San Antonio for 2026

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.

PR Newswire
Jun 5th, 2025
Transamerica, Swbc Launch Pooled Plan Exchange To Simplify Access For Growing Businesses Across The Country

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

PR Newswire
Jul 25th, 2024
Swivel Announces Unique Apple Pay® Integration Capability To Improve Loan Payment Performance For Community Financial Institutions

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."

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