AP Support Report Specialist

SWBC

San Antonio (TX)

On-site

USD 42,000 - 65,000

Full time

7 days ago

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Benefits offered by this job

Work/Life balance

401(k) retirement plans

Wellness program

Career development opportunities

Employee engagement and recognition

Job summary

SWBC is seeking a detail‑oriented Operations Reporting Specialist to produce and monitor daily/weekly/monthly reports and letter campaigns for a financial services environment. You will validate data, investigate exceptions, and partner with Collections, IT, and dialer teams to ensure accurate outputs.

The role emphasizes adherence to regulatory requirements, audit readiness, and timely delivery of client reports and invoices, with opportunities to improve processes and controls.

Qualifications

High School diploma or equivalency.
1–3 years of data entry, report processing, or related experience.
Excellent keyboarding and accuracy in data entry.
Strong attention to detail and proofreading abilities.
Excellent organizational and communication skills.
Experience with Microsoft Word and Excel.

Responsibilities

Process, format, and validate data for client-level and internal operational reports.
Research unexpected results and resolve discrepancies by verifying source data and outputs.
Verify collections process output against predefined criteria and notify stakeholders of exceptions.
Monitor service levels, response times, and productivity using dialer and reporting tools; report variances to stakeholders.
Prepare and distribute daily, weekly, and monthly operational reports with deadlines.
Create and maintain ad-hoc and client reports; manage report specs and distribution lists.
Prepare and review monthly invoice supporting reports and reconcile counts as needed.
Set up and maintain collections letter campaigns and monitor print/mail output for accuracy.
Support compliance and audit efforts by documenting controls and artifacts.

Skills

Data entry

Attention to detail

Organizational skills

Written and verbal communication

Excel proficiency

Basic reporting tools

Education

High School diploma or equivalency

Tools

Temenos

LiveVox

Noble/Alvaria

Aspect

Genesys

Microsoft Word

Excel

Job description

SWBC is seeking a talented individual who will provide operational support by producing and monitoring daily/weekly/monthly reports and collections letter campaign output for a financial services environment. Ensures accurate data processing, validates system outputs, investigates exceptions, and escalates variances in key performance and compliance metrics. Prepares and distributes routine and custom client production reports, invoice details, and import contents in accordance with documented specifications, service levels, and regulatory requirements.

_ Why you’ll love this role: _

You’ll play a key role in keeping collections and client reporting running smoothly by producing accurate, on-time daily/weekly/monthly reports and investigating exceptions when results don’t look right. This role offers variety through a mix of routine deliverables and ad-hoc requests, plus cross-functional partnership with Collections leadership, IT, and dialer administration. If you enjoy detail-focused work that supports compliance, audit readiness, and measurable service levels, you’ll find a clear sense of impact here.

_ Essential duties include the following: _

Process, format, and validate data for client-level and internal operational reports.
Research unexpected results and resolve discrepancies by verifying source data, parameters, and output, document findings, and corrective actions.
Verify collections process output in Temenos (or other collections/servicing platform) against predefined criteria; notify management and stakeholders of exceptions.
Utilize dialer and omni-channel reporting tools to monitor service level, response time, and productivity metrics, report adherence, or performance variances to stakeholders.
Prepare, reconcile, and distribute daily, weekly, and monthly operational reports within established deadlines.
Produce and distribute ad-hoc and custom client reports; maintain report specifications, version control, and distribution lists.
Prepare and review monthly invoice supporting reports and invoice detail packages; validate counts/volumes and coordinate corrections as needed.
Set up and maintain collections letter campaigns (templates, parameters, populations, and schedules) and monitor print/mail output to confirm completeness and accuracy.
Support compliance and audit efforts by running and documenting production controls, retaining required artifacts, and responding to information requests.
Collaborate with Collections leadership, IT teams, and Dialer Administration to validate reporting and facilitate daily letter production.
Assist with new letter campaign setup, and compliance-related initiatives.
Contribute to the creation and maintenance of standard operating procedures and reference materials for client and internal production reports.
Strong attention to detail and accuracy in data management.
Analytical thinking with the ability to identify inconsistencies and patterns.
Proficiency with Excel and basic reporting or BI tools.
Familiarity with collections systems, CRM tools, or call center platforms (preferred).
Strong written and verbal communication skills.
Ability to stay focused on daily deliverables and prioritize multiple request in a fast‑paced environment.

_ Serious candidates will possess the minimum qualifications: _

High School diploma or equivalency.
Minimum of 1-3 years of data entry, report processing, or related experience.
Excellent keyboarding and accuracy in data entry.
Excellent attention to detail and proof-reading abilities.
Excellent organizational and communication (both written and oral) skills.
Strong working knowledge of Microsoft Word and Excel
Basic understanding of composing reports and understanding of data grouping and data selection criteria and formulas.
Must have the ability to effectively communicate with all levels of positions, including Managers and Supervisors.
Able to sit for long periods of time processing and formatting reports or other similar tasks.
Able to stoop, kneel, stand, and lift 10-20 lbs. of files or other documents.
Experience in collections, servicing, statement/notice production, or financial services operations is preferred
Exposure to collections/servicing or contact center platforms (e.g., Temenos, LiveVox, Noble/Alvaria, Aspect, Genesys) and related reporting tools.
Experience preparing routine reports, reconciling production counts, performing quality checks, or supporting operational workflows.
Familiarity with compliance requirements in regulated environments (e.g., audit support, record retention, and control documentation).