SWBC ยท 2 days ago
Data Capture
Texas, United States
Full-time
Onsite
Entry Level
2+ years expSWBC is seeking a talented individual to enter, verify, research, review, and update pertinent insurance data into the computer system. The Data Capture Representative will ensure that data is correctly keyed and validated to maintain quality for the life of the document, while also handling customer service functions in support of the SWBC Escrow Tracking Program.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Resolves escrow disbursement discrepancies by researching the loan and making outbound calls to the insurance agency/company to obtain required information in order to make timely and accurate updates and insurance payments to loan files
Reviews insurance documents that have been sent through CES which require additional research due to missing information
Researches, verifies, and updates the status of loan insurance information by website exploration to include Unable to Locate (UTL) documents to ensure the submitted documents are matched to the correct file
Disburses insurance premiums through manual process using SWBC's computer system
Determines if a document can be used to update or comment a loan
Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS400 history
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
Qualification
Required
High School diploma or GED
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 and effective communication skills, both verbal and written
Proficient computer and accurate keyboard skills in utilizing computer applications such as MS Word and Excel
Working knowledge of general office equipment such as phone system, copier, scanner, and the like
Able to sit for long periods of time performing sedentary activities
Able to lift up to 20 lbs. of files, supplies, documents, or other related items
Able to work flexible hours which may include early mornings, late evenings, or weekends
Able to multi-task and be adaptable to change
Able to meet department expectation and handle repetitive work
Preferred
Minimum two (2) years data entry, customer service, or related experience in a Mortgage or Banking environment preferred
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
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gary Dudley
President and Co-founder
Recent News
2025-09-12
Morningstar.com
2025-08-13
MarketScreener
2025-07-24
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