Job details

Client Service Representative (Escrow)

SWBC is seeking a talented individual to provide internal and external customer service support to include: relationship management, daily interaction with the financial institutions, handling complex questions or problems, managing support line, and verifying and updating loan information.

Essential duties include the following:

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 inquires 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.

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 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.

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.

Average salary estimate

$47500 / YEARLY (est.)

min

max

$40000K

$55000K

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What You Should Know About Client Service Representative (Escrow), SWBC

If you're looking to join a dynamic team as a Client Service Representative at SWBC, you're in for a treat! This remote position based in Texas provides an exciting opportunity to interact directly with financial institutions and ensure top-notch service delivery. In this role, you’ll dive into relationship management, tackle complex inquiries, and manage our support line with a professional touch. You’ll also be at the forefront of assisting our financial partners with helpful insights regarding reports, training opportunities, and processing sensitive information efficiently. Your day will involve everything from maintaining critical accounts to resolving insurance coverage questions, all while fostering a collaborative environment. We're looking for individuals who possess a keen eye for detail, excellent communication skills, and a strong grasp of insurance procedures. If you have experience in banking or customer service and are ready to enhance your career in a supportive atmosphere, SWBC offers incredible benefits including a competitive compensation package, work/life balance, and endless growth opportunities. Sounds like a perfect fit? We can’t wait to hear how you can contribute to our mission of providing exceptional client service! Apply now and get ready for an enriching professional journey with us at SWBC.

Frequently Asked Questions (FAQs) for Client Service Representative (Escrow) Role at SWBC

What are the key responsibilities of a Client Service Representative at SWBC?

As a Client Service Representative at SWBC, you'll be responsible for providing internal and external customer service support, managing relationships with financial institutions, and addressing time-sensitive inquiries. Your duties will also include handling the support line, assisting with data entry training, and performing account maintenance. You're the go-to person for resolving complex inquiries regarding collateral protection insurance and ensuring customer satisfaction.