Overview
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.
Why You'll Love This Role
In this role, you will help overall operations quality by performing inline quality control before
updates can be locked into the system.
If you enjoy thinking analytically and working behind the
scenes, this is the role for you.
Essential Duties Include The Following
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 updates 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.
Transforms data processing/customer service functions in support of the SWBC Escrow Tracking
Program with the highest degree of accuracy, quality, and efficiency.
Serious Candidates Will Possess The 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 * lbs.
of reports or other documents.
Additional Information
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
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