AP Support Report Specialist

SWBC; Shavano Park (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Work/Life balance

Recognition awards

Years of Service awards

Career growth opportunities

Leadership Academy

Continuing education

Job summary

SWBC is seeking an experienced operations support professional to produce and monitor daily, weekly, and monthly reports for a financial services environment. You will validate data, investigate discrepancies, and escalate variances in key performance and compliance metrics.

Responsibilities include preparing client reports, invoice details, and campaign outputs, while coordinating with Collections leadership, IT, and dialer administration to ensure on-time, accurate delivery.

Qualifications

• High School diploma or equivalency.
• 1–3 years of data entry, report processing, or related experience.
• Excellent keyboarding and data entry accuracy.
• Strong attention to detail and proofreading abilities.
• Proficient with Microsoft Word and Excel; ability to create reports and use data formulas.

Responsibilities

• Process, format, and validate data for client and internal reports.
• Investigate discrepancies by verifying source data and outputs.
• Verify output against criteria; notify management of exceptions.
• Monitor service levels and productivity metrics using reporting tools.
• Prepare and distribute daily, weekly, and monthly reports within deadlines.
• Support compliance and audit efforts with production controls.

Skills

Excel

Data analysis

Attention to detail

Communication

Time management

Education

High School diploma

Tools

Temenos

LiveVox

Noble/Alvaria

Aspect

Genesys

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).

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.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.