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Condo Operations Representative



Texas, USA · Remote
Posted on Thursday, May 9, 2024

SWBC is seeking a talented individual to research, review, and update pertinent insurance data into computer systems to reflect the most current information; make payments to insurance companies to ensure client's interests are protected; make outbound calls to clarify information; research the automated matching system; and make corrections to the system updates and/or payments.

Why you'll love this role:

If you are looking for a challenge and always had a desire to learn more about condominiums, this is the place to be. You will have the opportunity to learn and identify the unique differences in Condominium policies while assisting the team in identifying best practices.

Essential duties include the following:

  • Enters, edits, or modifies pertinent insurance data into AS/400, MSP, FiServ, Citrix, or other client systems while comparing data entered with source documents and in a timely manner ensuring accuracy, completeness, and adherence to department procedures.

  • Reviews and researches insurance updates for determination of meeting compliance guidelines or requirements pertaining to FEMA and NFIP for Flood Adequacy, Private Investors or Client Specific, or FreddieMac and FannieMae.

  • Determines if a document can be used to update or comment a loan.

  • Makes necessary adjustments to insurance lines based on data found on reports, documents, or notes on AS/400 history.

  • Researches and validates HO6 tracking and makes decisions on when required or not for loans reviewed.

  • Reviews for data integrity any and all updates made on Condominium policies.

  • Performs in-line QC on updates made to Condominium loans.

  • Performs full updates and research of Condominium projects within the condo database.

  • Verifies screen format to detect errors and proof reads new entries in database for accuracy, completeness, and adherence to department procedures.

  • Performs data processing/customer service functions in support of the SWBC Escrow Tracking Program.

  • Reviews full Condominium policies to meet specific regulatory guidelines.

  • Resolves escrow disbursement discrepancies by researching the loan and making outbound calls to the insurance agency/company to obtain required information in order to make timely and accurate updates and insurance payments to loan files.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or GED equivalency.

  • Minimum two (2) years data entry, data validation, customer service, or related experience in the Mortgage insurance industry.

  • Experience associated with Condominium Associations preferred.

  • Basic understanding of mortgage escrow accounts or homeowners insurance.

  • Strong orientation to detail and ability to maintain accuracy in processing insurance information and detecting discrepancies.

  • Proficient mathematical skills to calculate and/or validate insurance coverage amounts.

  • Strong organizational, customer service, and communication (verbal and written) skills.

  • Strong computer and keyboard skills which include MS Word and Excel, ten-key number pad or calculator by touch, and exposure to systems and database applications such as AS/400, MSP, FiServ, or Citrix.

  • Able to operate common office equipment including copy machine, scanner, and all appropriate printers.

  • Knowledge of FEMA, NFIP, FreddieMac, and FannieMae compliance requirements preferred.

  • Able to willingness to participate in training and development to obtain, improve, or maintain job knowledge.

  • Able to sit for long periods of time while validating/entering data, or performing other sedentary duties.

  • Able to lift 10-20 lbs. of reports or other documents.

SWBC offers*:

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals 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.