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Growth Specialist

SWBC
Full-time
On-site
San Antonio, Texas, United States
πŸš€ Growth Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Growth Specialist

πŸ”Ή Company: SWBC

πŸ”Ή Location: San Antonio, Texas, United States

πŸ”Ή Job Type: Full-Time

πŸ”Ή Category: Insurance

πŸ”Ή Date Posted: July 11, 2025

πŸ”Ή Experience Level: 5-10 years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Overseeing the onboarding process for new hires and job changes within the SWBC Mortgage Division
  • Acting as the primary contact for new employees during their orientation period
  • Facilitating communication between corporate teams and branch personnel
  • Ensuring compliance and timely execution of approvals
  • Managing job postings and supporting internal new-hire functions

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to multitask and prioritize workloads effectively.

πŸ“‹ Key Responsibilities

βœ… Oversees the approval process for all hire requests, compensation changes, and job changes

βœ… Creates and sends offer letters, letters of intent (LOI), and employee agreements

βœ… Partners with the Compliance and Legal Department to ensure employment agreements and offer letters fulfill state and federal compliance, as well as SWBC company policies

βœ… Assists all levels of management with questions and requests regarding recruiting, hiring, job changes, compliance policies, commissions, and pay policies

βœ… Acts as the primary point of contact for any issues or questions within a new branch, including policy questions

βœ… Prepares periodic reports as necessary requested by management

βœ… Prepares and maintains Mortgage Division’s new hire information portal and reference guides

βœ… Provides ways to improve processes and implement changes on a continual basis

βœ… Manages job postings (internal and external)

βœ… Facilitates the communication between corporate stakeholders and mortgage branch personnel for the first 90 days of employment

βœ… Oversees the collection, compilation, and distribution of due diligence materials and feedback needed to properly assess and vet the candidate and/or branch

βœ… Complete a cost benefit analysis for specific candidates

βœ… Prep for recruiting visits (scheduled, reserving rooms, booking hotels/flights, order lunch – set up/take down)

βœ… Assists with annual company campaigns – United Way, MAA, MORPAC, and etc.

βœ… Work with marketing on updating and distributing recruiting materials to hiring managers and recruiters

βœ… Supports all internal new-hire functions and set-up deliverables. Holds and controls the hiring approval process while administering and coordinating a timely and accurate onboarding process for all new hires and stakeholders as needed

βœ… Supports temporary employee onboarding and set-up logistics

βœ… Project manage group onboardings as needed

βœ… Coordinates with hiring managers and internal departments to ensure the timely submission of all onboarding tasks; tasks include but not limited to I9 verification, NMLS license attestation, and trainings as needed

βœ… Performs all other duties as assigned

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to multitask and prioritize workloads effectively. The ideal candidate will have experience in human resources operations, talent acquisition, and customer service.

🎯 Required Qualifications

Education: Bachelor’s Degree in Business, or related field from an accredited four-year college or university

Experience: Minimum of four (4) years of experience in Financial Services or Real Estate Industries preferred. Minimum of three to five (3-5) years of experience in human resources operations, talent acquisition, customer service, creating and sending offer letters, letters of intent (LOI) and employee agreements, and overseeing compensation changes

Required Skills:

  • Strong critical thinking and analytical skills
  • Excellent attention to detail
  • Excellent organizational and follow through skills
  • Excellent verbal and written communication skills
  • Excellent listening and problem resolution skills
  • Proficient in Microsoft Office skills including Word, Excel, Access, Outlook, Teams
  • Able to type 35 WPM
  • Able to use basic office equipment, including copy machine, personal computer, and fax
  • Able to travel locally or nationally by car or plane
  • Able to sit for long periods of time performing sedentary activities
  • Able to stand, stoop, and kneel to file for long periods of time
  • Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items

Preferred Skills:

  • Project management experience

ASSUMPTION: The ideal candidate will have experience in human resources operations, talent acquisition, and customer service. They will also possess strong analytical, communication, and organizational skills, along with proficiency in Microsoft Office.

πŸ’° Compensation & Benefits

Salary Range: $60,000 - $80,000 per year (Based on industry standards for a Growth Specialist with 5-10 years of experience in the Insurance industry in San Antonio, TX)

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

Working Hours: 40 hours per week, Monday through Friday, with the possibility of occasional overtime or weekend work as needed

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Growth Specialist with 5-10 years of experience in the Insurance industry in San Antonio, TX. Actual salary may vary based on individual qualifications and experience.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Insurance

Company Size: 11-50 employees

Founded: 1963

Company Description:

  • SWBC is a full-service financial services company offering a wide range of products and services to individuals and businesses
  • They provide mortgage banking, insurance, and financial services to clients across the United States
  • SWBC is committed to providing exceptional customer service and building lasting relationships with their clients

Company Specialties:

  • Mortgage Banking
  • Insurance
  • Financial Services

Company Website: https://www.swbc.com/

ASSUMPTION: SWBC is a well-established financial services company with a strong reputation in the industry. They are known for their commitment to exceptional customer service and building lasting relationships with their clients.

πŸ“Š Role Analysis

Career Level: Mid-level

Reporting Structure: This role reports directly to the Vice President of Human Resources

Work Arrangement: On-site, with the possibility of occasional remote work as needed

Growth Opportunities:

  • Potential advancement to a management or leadership role within the Human Resources department
  • Opportunities to gain experience in various aspects of human resources, including recruiting, onboarding, and compliance
  • Access to professional development and training opportunities to enhance skills and advance career

ASSUMPTION: This role offers opportunities for career growth and development within the Human Resources department. The ideal candidate will be proactive, detail-oriented, and committed to providing exceptional customer service.

🌍 Location & Work Environment

Office Type: Corporate headquarters

Office Location(s): 2602 W 13400 S, Riverton, UT 84065, US

Geographic Context:

  • Riverton, UT is a suburb of Salt Lake City with a population of approximately 40,000 people
  • The area offers a mix of urban and outdoor recreational opportunities
  • Riverton is known for its high-quality schools and family-friendly neighborhoods

Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM, with a one-hour lunch break. Occasional overtime or weekend work may be required as needed

ASSUMPTION: The ideal candidate will be comfortable working in a corporate headquarters environment and be able to thrive in a fast-paced, dynamic work setting.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Initial phone or video screen to assess qualifications and fit
  • In-person or virtual interview with the hiring manager to discuss the role in more detail and assess cultural fit
  • Final interview with the Vice President of Human Resources to discuss career growth opportunities and answer any remaining questions

Key Assessment Areas:

  • Problem-solving skills and ability to handle multiple tasks simultaneously
  • Attention to detail and ability to maintain accuracy under pressure
  • Strong communication skills, both verbal and written
  • Ability to work independently and in a team environment
  • Cultural fit and alignment with SWBC's core values

Application Tips:

  • Tailor your resume and cover letter to highlight your relevant experience and skills for this role
  • Be prepared to discuss your experience with human resources operations, talent acquisition, and customer service
  • Demonstrate your understanding of the role and SWBC's mission and values during the interview
  • Ask thoughtful questions about the role, the team, and the company to show your interest and engagement

ATS Keywords: Human Resources Operations, Talent Acquisition, Customer Service, Recruiting, Onboarding, Compliance, Microsoft Office, Project Management, Attention to Detail, Organizational Skills, Problem Resolution

ASSUMPTION: The ideal candidate will have experience in human resources operations, talent acquisition, and customer service. They will also possess strong analytical, communication, and organizational skills, along with proficiency in Microsoft Office.

πŸ› οΈ Tools & Technologies

  • Microsoft Office Suite (Word, Excel, Access, Outlook, Teams)
  • Applicant Tracking System (ATS) software
  • Project management tools (e.g., Asana, Trello, Microsoft Project)

ASSUMPTION: The ideal candidate will be proficient in Microsoft Office Suite and have experience using applicant tracking systems and project management tools.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Integrity
  • Excellence
  • Respect
  • Accountability
  • Teamwork

Work Style:

  • Collaborative and team-oriented
  • Results-driven and proactive
  • Adaptable and flexible
  • Strong attention to detail and commitment to accuracy

Self-Assessment Questions:

  • Do you possess strong organizational skills and the ability to multitask and prioritize workloads effectively?
  • Are you comfortable working in a fast-paced, dynamic environment?
  • Do you have experience in human resources operations, talent acquisition, and customer service?
  • Are you proficient in Microsoft Office Suite and comfortable using applicant tracking systems and project management tools?
  • Do you align with SWBC's core values of integrity, excellence, respect, accountability, and teamwork?

ASSUMPTION: The ideal candidate will be a strong cultural fit for SWBC, possessing the required skills and experience, as well as aligning with the company's core values.

⚠️ Potential Challenges

  • Managing a high volume of tasks and deadlines simultaneously
  • Working with multiple stakeholders and managing expectations
  • Adapting to changes in processes and priorities
  • Maintaining accuracy and attention to detail under pressure

ASSUMPTION: The ideal candidate will be able to thrive in a fast-paced, dynamic environment and manage multiple tasks and deadlines effectively.

πŸ“ˆ Similar Roles Comparison

  • This role is similar to a Human Resources Generalist or Recruitment Coordinator position, but with a focus on onboarding and compliance
  • Unlike other roles in the industry, this position requires a strong understanding of mortgage banking and financial services
  • Career progression in this role may lead to a management or leadership position within the Human Resources department

ASSUMPTION: The ideal candidate will have experience in human resources operations, talent acquisition, and customer service, as well as a strong understanding of mortgage banking and financial services.

πŸ“ Sample Projects

  • Developing and implementing a new onboarding process for new hires and transfers within the Mortgage Division
  • Streamlining the job change approval process to improve efficiency and accuracy
  • Creating and maintaining a comprehensive new hire information portal and reference guides

ASSUMPTION: The ideal candidate will have experience in human resources operations, talent acquisition, and customer service, as well as the ability to develop and implement new processes and improve existing ones.

❓ Key Questions to Ask During Interview

  • What are the biggest challenges facing the Human Resources department currently, and how can this role help address them?
  • How does this role fit into the overall structure of the Human Resources department and the company as a whole?
  • What opportunities are there for career growth and development within the Human Resources department and the company?
  • How does SWBC support work-life balance for its employees?
  • What are the most important qualities and skills for success in this role, according to the hiring manager?

ASSUMPTION: The ideal candidate will be proactive and engaged in the interview process, asking thoughtful questions to demonstrate their interest and fit for the role.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through the SWBC Careers website
  • Tailor your resume and cover letter to highlight your relevant experience and skills for this role
  • Prepare for the interview by researching SWBC's mission, values, and culture
  • Be ready to discuss your experience with human resources operations, talent acquisition, and customer service
  • Follow up with the hiring manager within 24 hours after the interview to express your appreciation and reiterate your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.