Data Integrity Representative (Onsite)

SWBC; Shavano Park (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Employee engagement programs

Years of service awards

Career growth opportunities

401(k) options

Wellness program

Job summary

SWBC is seeking a detail-oriented professional to perform in-line quality control of insurance updates and escrow payments. You will review data, verify accuracy, and enter updates into AS400, LPS, Citrix, and FiServ systems while making outbound calls as needed.

You will resolve discrepancies, assist with time-sensitive account maintenance, and maintain high standards of accuracy and customer service in a finance-focused environment.

Qualifications

• High School diploma or GED required.
• 2+ years of high-level data entry or related experience.
• Experience in insurance, mortgage, or banking preferred.
• Knowledge of mortgage escrow or homeowners insurance helpful.
• Proficient with databases, MS Access, and MS Excel.

Responsibilities

• Review insurance updates and escrow disbursement data for accuracy.
• Research and contact insurance agencies to obtain required information.
• Enter and modify insurance and escrow data in system databases.
• Disburse insurance premium payments and adjust lines as needed.
• Resolve discrepancies using reports and history data.
• Maintain service levels and complete tasks efficiently.
• Process escrow requests and follow up on cancellations or unknown reasons.

Skills

Data entry

Researching

Verifying data

MS Excel

MS Access

Analytical skills

Communication skills

Time management

Education

High School diploma or GED

Tools

AS400

LPS

Citrix

FiServ databases

Job description

SWBC is seeking a talented individual to perform in-line quality control by reviewing, researching, and verifying all insurance updates and payments on escrow loans. This role interprets, sorts, and verifies accuracy of pertinent insurance data. This role makes necessary outbound calls and/or researching insurance carrier websites to verify and update insurance coverage and enters, edits, or modifies pertinent insurance and escrow payment data into AS400, LPS, Citrix, and FiServ database systems.

Essential duties

• Validates and/or corrects insurance updates and escrow disbursement information by reviewing the Billing Edit Report for all daily escrow accounts to ensure entries are accurately, completely, and adhering to department procedures.
• Resolves escrow disbursement discrepancies by researching the loan and making an outbound call to the insurance agency/company to obtain required information.
• Disburses insurance premium payments manually for all FiServ and WebServices clients.
• Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS400 history.
• Reviews Exception Report for discrepancies and update AS400, FiServ, or WebServices as needed to ensure the client is receiving updated and current information.
• Reviews the At-or-Near Expired Report to ensure all call attempts have been made and escrow payment information has been obtained to ensure payment is processed timely.
• Reviews the Follow-up Database and Reconciliation Database to ensure the loan is processed correctly to include, but not limited to, researching, making additional outbound call attempts, obtaining payment information, contacting the client, opening a task on FiServ or WebServices, contacting the client for additional information, and the like.
• Maintains the service level objectives for all task/CIT received from clients to include opening, researching, and closing of each task/CIT request.
• Processes Escrow Rush payment requests received by email or WebServices Task function.
• Provides follow-up on every escrow loan that received a cancellation notice for non-payment or with an unknown cancellation reason listed.
• Assists with keying escrow exceptions as needed.
• Performs time-sensitive account maintenance before and after account processing cycles.
• Enters updates to the pertinent insurance data into the computer system in a timely manner ensuring accuracy, completeness, and adherence to department procedures.
• Performs data processing/customer service functions in support of the SWBC Escrow Tracking Program with the highest degree of accuracy, quality, and efficiency.

Minimum qualifications

• High School diploma or GED equivalent.
• Minimum two (2) years of high-level data entry; researching, monitoring, and/or validating electronic files; or related experience
• Experience within the insurance, mortgage, or banking industry preferred.
• Knowledge of mortgage escrow accounts or homeowners insurance.
• Intermediate to advanced computer skills to include databases, Microsoft Access, and MS Excel.
• Strong organizational and analytical skills with attention to detail.
• Strong verbal and written communication skills.
• Excellent customer service skills.
• Able to type 35 WPM accurately.
• Able to operate most general office machines.
• Able to sit for long periods of time while validating and/or entering data, or performing other sedentary duties.
• Able to lift 10-20 lbs. of reports or other documents.

Benefits

• 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.