SWBC is seeking a talented individual to perform assigned tasks within the Specialty Accounts Department, which may include Manual and Automated Accounts, Commercial Accounts, and Real Estate Owned (REO). This individual will also be responsible for the development and maintenance of knowledge to actively work all functions of assigned accounts. They will provide high level client support to the Specialty Accounts portfolio by performing client requests and special projects, as assigned.

Why you'll love this role:

Specialty Accounts is a great department to continue expanding your knowledge of the business and work directly with clients. Our department has exposure to many different areas within SWBC, so it is a great learning opportunity to see how all the areas come together to service our clients and learn how we function as a business. Specialty Accounts is a smaller department, so the team works closely together and has a strong sense of comradery.

Essential duties include the following:

• Reviews client files and/or FocusNet requests for accuracy and ensures all transmittals, whether sent via file or FocusNet, are processed in an accurate and timely manner. 
• Updates missing or incorrect information, from the file and/or transmittal, to allow lender placed notifications and policy billing to process properly.
• Works on all client related production reports, including Required Changes, Exceptions, Tape-to-Tape (TTT), etc.
• Handles basic communication with client, i.e. policy level questions, reporting discrepancies that require update to the client’s system to allow files to process properly, etc. 
• Responds to all emails and calls in a timely and professional manner.
• Quotes the calculation of individual Evidence of Insurance using the master policy rates, policy fees, and taxes for accurate policy premium accounts.
• Verifies letter cycle for each client.
• Reviews client specific reports for accuracy.
• Ensures outbound files to the client are sent as scheduled, including automated and manually sent files.
• Takes calls in phone queues.
• Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

• High School Diploma or GED required.
• Minimum of one to two (1–2) years in coordinating the implementation company products and procedures and high-level customer service or other related experience in an insurance or banking environment.
• Basic understanding of mortgage practices.
• Proficient Microsoft Office skills, including Outlook, Word, and Excel.
• Strong organizational and interpersonal skills.
• Excellent verbal and written communication skills.
• Able to use basic office equipment, including copy machine, personal computer, and fax.
• Able to type 40 WPM.
• Able to sit for long periods of time performing sedentary activities.
• Able to stand, stoop, and kneel to file for long periods of time.
• Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

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.