Enter, verify, research, review, and update pertinent insurance data into the computer system
Make payments to insurance companies to ensure clients' interests are protected
Make outbound calls to clarify information and research the automated matching system
Make corrections to the system updates on the files and perform any corrective payments as needed
Resolve escrow disbursement discrepancies by researching loans
Review insurance documents requiring additional research due to missing information
Research, verify, and update status of loan insurance information by website exploration
Disburse insurance premiums through manual processes
Determine if a document can be used to update or comment a loan
Enter updates to insurance data in a timely manner, ensuring accuracy and adherence to procedures
Perform data processing/customer service functions in support of the SWBC Escrow Tracking Program

High School diploma or GED
Minimum two (2) years data entry, customer service, or related experience in a Mortgage or Banking environment preferred
Basic understanding of mortgage escrow accounts or homeowners insurance
Excellent interpersonal and customer service skills for making and receiving calls from insurance agencies
Strong organizational, analytical, and attention to detail skills to perform multiple work assignments
Excellent and effective communication skills, both verbal and written
Proficient computer and accurate keyboard skills in utilizing computer applications such as MS Word and Excel
Working knowledge of general office equipment such as phone system, copier, scanner, and the like
Able to sit for long periods of time performing sedentary activities
Able to lift up to 20 lbs. of files, supplies, documents, or other related items
Able to work flexible hours which may include early mornings, late evenings, or weekends
Able to multi-task and be adaptable to change
Able to meet department expectation and handle repetitive work

Data Capture Representative

Key skills