Insurance Coordinator

Career Opportunities with Texas First Bank

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Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.

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This position is responsible for managing key operational tasks to ensure accuracy and compliance within the bank’s systems. Primary duties include contacting insurance providers, tracking and resolving exceptions, and maintaining data integrity in the collateral module and Customer Information File (CIF) within the core banking system. The role also supports property tax tracking and performs additional assignments as needed to assist with departmental objectives.

• Monitor and update exception logs for insurance.
• Track exceptions in the bank’s loan software; ensure timely resolution and reporting to management.
• Prepare monthly and quarterly exception reports for Compliance and Audit Committees.
• Review and clean up collateral records in the bank’s core system to ensure accuracy and completeness.
• Validate lien positions and insurance coverage for all secured loans.
• Correct stale or outdated entries and reconcile discrepancies with loan documentation.

• Ensure adherence to exception tracking guidelines for consumer, commercial, and SBA loans.
• Assist with internal audits by providing documentation and responding to findings.
• Maintain records for flood insurance, hazard insurance, and other required coverages.

• Utilize the bank’s core system and software for data entry, exception tracking and reporting.
• Collaborate with the Loan Operations team to streamline workflows and improve data integrity.
• Other duties may be assigned.

• High School Diploma or equivalent required.
• Strong attention to detail and accuracy in data entry and record maintenance.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency with core banking systems and collateral management modules (training provided if needed).
• Familiarity with insurance documentation and property tax processes preferred.
• Excellent communication skills for interacting with internal teams and external partners.
• Commitment to confidentiality and compliance with regulatory standards.
• The work environment and physical demands are those of a standard office setting.