SWBC
We don’t just provide financial services, we empower you to focus on the things that matter most to your business.
Client Service Representative
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 1,001-5,000Since 1976H1B No SponsorCompany SiteLinkedIn
Location
Texas
Posted
27 days ago
Salary
Not specified
High School2 yrs expEnglish
Job Description
• 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
Job 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
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