AP Support Report Specialist

SWBC is seeking a talented individual who will provide operational support by producing and monitoring daily/weekly/monthly reports and collections letter campaign output for a financial services environment.

About the role

You’ll play a key role in keeping collections and client reporting running smoothly by producing accurate, on-time daily/weekly/monthly reports and investigating exceptions when results don’t look right. This role offers variety through a mix of routine deliverables and ad-hoc requests, plus cross-functional partnership with Collections leadership, IT, and dialer administration. If you enjoy detail-focused work that supports compliance, audit readiness, and measurable service levels, you’ll find a clear sense of impact here.

Responsibilities

• Process, format, and validate data for client-level and internal operational reports.
• Research unexpected results and resolve discrepancies by verifying source data, parameters, and output, document findings, and corrective actions.
• Verify collections process output in Temenos (or other collections/servicing platform) against predefined criteria; notify management and stakeholders of exceptions.
• Utilize dialer and omni-channel reporting tools to monitor service level, response time, and productivity metrics, report adherence, or performance variances to stakeholders.
• Prepare, reconcile, and distribute daily, weekly, and monthly operational reports within established deadlines.
• Produce and distribute ad-hoc and custom client reports; maintain report specifications, version control, and distribution lists.
• Prepare and review monthly invoice supporting reports and invoice detail packages; validate counts/volumes and coordinate corrections as needed.
• Set up and maintain collections letter campaigns (templates, parameters, populations, and schedules) and monitor print/mail output to confirm completeness and accuracy.
• Support compliance and audit efforts by running and documenting production controls, retaining required artifacts, and responding to information requests.
• Collaborate with Collections leadership, IT teams, and Dialer Administration to validate reporting and facilitate daily letter production.
• Assist with new letter campaign setup, and compliance-related initiatives.
• Contribute to the creation and maintenance of standard operating procedures and reference materials for client and internal production reports.

Skills

• Strong attention to detail and accuracy in data management.
• Analytical thinking with the ability to identify inconsistencies and patterns.
• Proficiency with Excel and basic reporting or BI tools.
• Familiarity with collections systems, CRM tools, or call center platforms (preferred).
• Strong written and verbal communication skills.
• Ability to stay focused on daily deliverables and prioritize multiple requests in a fast-paced environment.

Requirements

• High School diploma or equivalency.
• Minimum of 1-3 years of data entry, report processing, or related experience.
• Excellent keyboarding and accuracy in data entry.
• Excellent attention to detail and proof-reading abilities.
• Excellent organizational and communication (both written and oral) skills.
• Strong working knowledge of Microsoft Word and Excel.
• Basic understanding of composing reports and understanding of data grouping and data selection criteria and formulas.
• Must have the ability to effectively communicate with all levels of positions, including Managers and Supervisors.
• Able to sit for long periods of time processing and formatting reports or other similar tasks.
• Able to stoop, kneel, stand, and lift 10-20 lbs. of files or other documents.

Qualifications

• Experience in collections, servicing, statement/notice production, or financial services operations is preferred.
• Exposure to collections/servicing or contact center platforms (e.g., Temenos, LiveVox, Noble/Alvaria, Aspect, Genesys) and related reporting tools.
• Experience preparing routine reports, reconciling production counts, performing quality checks, or supporting operational workflows.
• Familiarity with compliance requirements in regulated environments (e.g., audit support, record retention, and control documentation).

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.

Based upon employee eligibility.