[Hiring] Exception Processor @SWBC

Role Description

SWBC is seeking a talented individual to research, review, and update pertinent insurance data into the computer system to reflect the most current information. This individual will make payments to insurance companies to ensure that our client's interests are protected. This individual will also make outbound calls to clarify information, research the automated matching system, and make corrections to the system updates on the files and any corrective payments as needed.

Why you'll love this role:

• Enjoy investigating problems.
• Use skills to review documents that are missing key pieces of information.
• Work with insurance agents and carriers to verify information, improving customer service skills.
• Engage in a variety of work functions daily.
• Become a subject matter expert in mortgage processing while helping to protect the interests of SWBC and its clients.

Essential duties include the following:

• Resolve escrow disbursement discrepancies by researching the loan and making outbound calls to the insurance agency/company.
• Maintain a positive work environment by acting and communicating in a professional manner.
• Process and track incoming documentation according to department and Financial Institutions policies and data sheets.
• Review documentation by comparing data entered with source documents, verifying loan information to ensure accuracy and completeness.
• Resolve escrow disbursement discrepancies by researching the loan and making outbound calls to obtain required information.
• Review insurance documents that require updating/commenting or additional research due to missing/invalid information.
• Research, verify, and update the status of the insurance information.
• Disburse insurance premiums according to department policies and procedures.
• Determine if a document(s) can be used to update the loan or comment to loan history.
• Adjust insurance lines based on pertinent data.
• Update pertinent information to insurance data into the system of record in a timely manner.
• Perform data processing/customer service functions in support of SWBC Mortgage Exceptions system(s) of record.
• Perform all other duties as assigned.

Qualifications

• High School diploma or GED required.
• Minimum of two (2) years data entry, customer service, or related experience in mortgage, insurance, or banking environment preferred.
• Basic understanding of insurance, mortgage escrow accounts, or homeowner’s insurance.
• Intermediate to advanced computer skills to include MS Word and MS Excel.
• Excellent customer service skills for making phone calls or generating correspondence.
• Excellent organizational skills.
• Strong verbal and written communication skills.
• High level of attention to detail while being accurate and organized.
• Able to type 35 WPM accurately.
• Familiar with most general office machines including computers and VoIP phone systems.
• Able to multi-task and be adaptable to change.
• Able to meet department expectations, handle repetitive work, and work overtime as required.
• Able to sit/stand for long periods while entering data or making phone calls.
• Able to remain self-disciplined in a work from home environment.

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 Description

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.