Data Capture Representative

SWBC; Town of Texas (WI); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance support

Engagement awards and recognition

Years of Service awards

Career growth opportunities

Leadership Academy and Mentor Program

Continuing education and career certs

Healthcare coverage options

401(k) retirement plans

Job summary

SWBC is seeking a data-entry focused professional to support the Escrow Tracking Program in a mortgage environment. You will enter and verify insurance data, handle payments, and resolve discrepancies through outbound calls and portal research.

Ideal candidates bring 2+ years in mortgage/banking data entry or customer service, strong attention to detail, and solid MS Word/Excel skills. This on-site role offers growth opportunities and a comprehensive benefits package.

Qualifications

• High School diploma or GED required.
• 2+ years of data entry or customer-service experience in mortgage/banking preferred.
• Basic understanding of mortgage escrow or homeowners insurance.
• Excellent interpersonal and customer-service skills for calls to insurance agencies.
• Strong organizational, analytical, and attention-to-detail skills for multiple tasks.
• Excellent verbal and written communication skills.
• Proficient computer skills including MS Word and Excel.
• Ability to sit for long periods, lift up to 20 lbs., and work flexible hours.
• Ability to multi-task and adapt to change.

Responsibilities

• Enter, verify, research, review, and update insurance data in the system to keep information current and accurate.
• Make payments to insurance companies and make outbound calls to clarify information and fix discrepancies.
• Investigate automated matching results and correct updates and file records as needed.
• Research and verify loan insurance status using web portals and other resources; handle UTL documents.
• Disburse insurance premiums through manual SWBC systems.
• Determine if documents are suitable for updating or commenting on loan files and adjust insurance lines accordingly.
• Enter updates to insurance data promptly and accurately per procedures.
• Support SWBC Escrow Tracking Program with data processing and customer-service tasks.

Skills

Data entry

Customer service

MS Word

Excel

Communication skills

Multitasking

Attention to detail

Organizational skills

Education

High School Diploma or GED

Tools

MS Office

Job description

Responsibilities

• Enter, verify, research, review, and update insurance data in the computer system to maintain current and accurate information.
• Make payments to insurance companies and perform outbound calls to clarify information and resolve discrepancies.
• Investigate automated matching system results and make corrections to system updates and file records as needed.
• Research, verify, and update the status of loan insurance information using web portals and other resources, including handling Unable to Locate (UTL) documents.
• Disburse insurance premiums through manual processes using SWBC’s computer system.
• Determine the suitability of documents for updating or commenting on loan files and make necessary adjustments to insurance lines based on reports or notes.
• Enter updates to insurance data in a timely manner, ensuring accuracy, completeness, and adherence to department procedures.
• Perform data processing and customer‑service functions to support the SWBC Escrow Tracking Program.

Qualifications

• High School diploma or GED required.
• Minimum of two (2) years of data entry or customer‑service 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 verbal and written communication skills.
• Proficient computer skills and accurate keyboard proficiency with applications such as MS Word and Excel.
• Working knowledge of general office equipment (phone system, copier, scanner).
• Ability to sit for long periods, lift up to 20 lbs., and work flexible hours, including early mornings, late evenings, or weekends.
• Ability to multi‑task, adapt to change, meet departmental expectations, and handle repetitive work.

Benefits

• Competitive overall compensation package.
• Work/Life balance support.
• 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. SWBC does not hire tobacco users as allowed by law.

About SWBC

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.