SWBC Logo

SWBC

Data Integrity Representative (Onsite)

Posted 17 Days Ago
Be an Early Applicant
In-Office
San Antonio, TX
Junior
In-Office
San Antonio, TX
Junior
Performs quality control and data processing for insurance updates, escrow disbursements, and loan accounts. Reviews reports, researches discrepancies, verifies coverage and payment information, contacts insurance agencies and clients, processes escrow payments, updates multiple databases, and resolves task and exception requests. The role requires accurate high-volume data entry, strong analytical and organizational skills, customer service, and knowledge of mortgage escrow or homeowners insurance.
The summary above was generated by AI

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 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.

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 10-20 lbs. of reports or other documents.

SWBC offers*:  

  • 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. If interested, please click the appropriate apply button.

SWBC Austin, Texas, USA Office

Austin, United States

Similar Jobs

31 Minutes Ago
Remote or Hybrid
TX, USA
17-25 Hourly
Junior
17-25 Hourly
Junior
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Processes billing transactions, invoices, credits, payments, and account adjustments. Maintains customer accounts, audits billing information, researches discrepancies, resolves customer inquiries, monitors reports, supports collections, and maintains documentation. The role provides customer-facing support through phone and email, coordinates with internal departments, manages approval workflows, follows billing policies, and contributes to process improvements.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordOracle
31 Minutes Ago
Remote or Hybrid
TX, USA
61K-92K Annually
Junior
61K-92K Annually
Junior
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Own paid-media ad serving and trafficking operations, including creative setup, placement structures, rotation, tagging, pixel implementation, quality assurance, delivery monitoring, and discrepancy resolution. Coordinate with marketing technology teams, publishers, agencies, vendors, and buying platforms to ensure accurate campaign launches and reporting. Maintain trafficking documentation, ad-serving hygiene, vendor reconciliation, and status views while troubleshooting technical issues and staying current on ad-serving, privacy, and measurement standards.
Top Skills: Ad ServersAd TagsCampaign Manager 360Conversion PixelsDemand-Side PlatformsDv360Floodlight TagsHTML5ExcelMonday.ComNative AdvertisingRich MediaVideo Advertising
92K-154K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Owns publisher-direct, endemic trade, programmatic, and paid social media buying across an enterprise marketing portfolio. The role develops media plans, negotiates publisher contracts, manages campaigns and budgets, implements trafficking and tracking processes, optimizes performance, and connects media investment to pipeline and revenue outcomes. It also builds scalable in-house media operations, manages vendors, establishes measurement frameworks, and advises cross-functional marketing, analytics, MarTech, finance, and supply chain partners.
Top Skills: Campaign Manager 360DomoDv360Google AdsLinkedInMetaExcelMicrosoft MonetizeMicrosoft PowerpointMonday.ComSalesforce Data CloudSearch Ads 360SnowflakeTableauYoutube

What you need to know about the Austin Tech Scene

Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.

Key Facts About Austin Tech

  • Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
  • Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
  • Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
  • Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account