Data Capture Representative

🕒 3 days ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Representative

🚫👨‍🎓 No degree required

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SWBC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1976

💸 Finance

🏠 Real Estate

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

📋 Description

• Enter, verify, research, review, and update pertinent insurance data into the computer system • Make payments to insurance companies to ensure clients' interests are protected • Make outbound calls to clarify information and research the automated matching system • Make corrections to the system updates on the files and perform any corrective payments as needed • Resolve escrow disbursement discrepancies by researching loans • Review insurance documents requiring additional research due to missing information • Research, verify, and update status of loan insurance information by website exploration • Disburse insurance premiums through manual processes • Determine if a document can be used to update or comment a loan • Enter updates to insurance data in a timely manner, ensuring accuracy and adherence to procedures • Perform data processing/customer service functions in support of the SWBC Escrow Tracking Program

🎯 Requirements

• High School diploma or GED • Minimum two (2) years data entry, customer service, or related 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 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

🏖️ 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