Data Integrity Representative
SWBC · San Antonio, TX · 2 wk ago
On-siteInformation TechnologyFull-time
Essential Duties Include
- 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.
- Solves escrow disbursement discrepancies by researching the loan and making an outbound call to the insurance agency/company to obtain required information.
- Disbursts 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.
- Aids in 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.
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.