SWBC is seeking a talented individual to perform in-line quality control by reviewing, researching, and verifying all insurance updates and payments on escrow loans. This role interprets, sorts, and verifies accuracy of pertinent insurance data. This role makes necessary outbound calls and/or researching insurance carrier websites to verify and update insurance coverage and enters, edits, or modifies pertinent insurance and escrow payment data into AS400, LPS, Citrix, and FiServ database systems.

Why you'll love this role:

In this role, you will help overall operations quality by performing inline quality control before updates can be locked into the system. If you enjoy thinking analytically and working behind the scenes, this is the role for you.

Essential duties include the following:
- 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.




- Resolves escrow disbursement discrepancies by researching the loan and making an outbound call to the insurance agency/company to obtain required information.
- Disburses 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

📌 Data Integrity Representative (Monterrey)
🏢 SWBC
📍 Monterrey