SWBC

Client Service Representative

SWBC

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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About the role

  • Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner
  • Assists Financial Institutions with questions regarding reports and Focus Net
  • Handles Support Line to provide training in data entry, CoTrak or other Service Center procedures to include assisting with procedures inquiries and problem resolution
  • Performs time-sensitive account maintenance before and after account processing cycles
  • Resolves inbound and makes outbound service calls regarding routine collateral protection insurance coverage questions, inquiries and/or problems on the status of insurance on loans made by financial institutions by researching, verifying, updating loan insurance information and documenting the affected account’s history file
  • Services complex calls, questions or problems from the Customer Service Staff to include refers, when necessary, unique, highly complex calls to appropriate resources to ensure customer satisfaction
  • Creates internal management reports; and assists in special projects as needed

Requirements

  • High School Diploma or GED required
  • Minimum of one to two (1-2) years in coordinating the implementation of company products and procedures and high-level customer service or other related experience in an insurance or banking environment
  • Working knowledge of insurance coverage and procedures
  • Strong orientation to detail and ability to maintain accuracy in processing loan information and detecting discrepancies
  • Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills
  • Strong computer and keyboard skills which includes MS Word and Excel
  • Able to stoop, kneel, and sit for long periods of time while processing and/or providing support to the Financial Institutions
  • Able work under sometimes stressful conditions while maintaining professionalism and enthusiasm
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entryaccount maintenanceinsurance coverageloan processingreport creationproblem resolutioncustomer servicediscrepancy detectionimplementation coordination
Soft Skills
attention to detailinterpersonal skillsorganizational skillscommunication skillstelephone etiquetteprofessionalismenthusiasm
Certifications
High School DiplomaGED