Insurance and Tax Documentation Specialist
3 weeks ago
We are seeking a highly detail-oriented and organized Support Specialist I to join our team at Simmons Bank. As a Support Specialist I, you will be responsible for reviewing, verifying, and processing incoming insurance and/or tax-related documentation. You will also be responsible for updating operating systems as required, providing accurate and efficient service within your area of responsibility, and greeting customers and answering incoming calls.
Key Responsibilities
- Process insurance and/or tax-related documentation by verifying data, entering changes, and updating operating systems to ensure accuracy and completeness of database information.
- Resolve information gaps by contacting carriers, agencies, cities, or counties as required to gather information and other missing data and update systems as needed.
- Answer inbound calls and research within loan database to extract required information and provide comprehensive, timely responses to inquiries and requests.
- Meet auditing requirements by accurately entering data and maintaining data integrity, to minimize risk and uphold internal standards, in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
- Build mortgage servicing operations skills and knowledge by participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations.
- Maintain proper documentation by scanning and indexing documents into appropriate operating system.
- Perform other duties and responsibilities as assigned.
Requirements
- Ability to read and interpret documents such as insurance and tax billing, policies and procedures, general business correspondence and/or government regulations.
- Communicate information in a clear, well-organized, and professional manner in one-on-one and small group situations, to customers, and other employees in the organization.
- Experience following established policies and procedures to complete processing tasks; experience working in the banking, insurance and/or tax industry.
- Follow established guidelines to focus on details and complete tasks attentively and thoroughly.
- Complete high volume of data entry by quickly and accurately processing loan-related updates, following processes and procedures.
- Manage one's own time to perform job functions quickly, efficiently with an emphasis on accuracy.
- Adapt and be flexible in a complex changing environment.
- Manage confidential information with sensitivity and maturity.
- Ability to utilize effective research and investigative techniques.
- Effective verbal and written communication skills.
Preferred Qualifications
- Working knowledge of Microsoft Office programs.
- Data entry.
- Jack Henry/AS400 - a plus.
Education and/or Experience
- High school diploma or general education degree (GED).
- 1+ years of relevant experience.
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