Client Service Representative

Texas City, Texas

SWBC
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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 . If interested, please click the appropriate apply button.
Date Posted: 22 April 2025
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