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Underwriting Specialist

Job Description - Underwriting Specialist

Campaign: Financial (Credit Services)


Role: Underwriting Specialist



DUTIES AND RESPONSIBILITIES


Specific duties include:



  • Receive new clients from Internal Sales and Affiliate Partners

  • Verify all client information is correct.

  • Review all accounts being placed on the program to ensure they meet program standards.

  • Review all fees to ensure client is being charged correctly.

  • Report any issues back to sales agent for corrections


 


KNOWLEDGE AND ESSENTIAL SKILLS



  • Excellent data entry skills

  • Organization:  coordination and planning of tasks and activities 

  • Problem analysis and problem resolution at a functional level

  • Attention to detail

  • Computer proficiency 

  • Strong team player

  • Ability to work on own

  • Commitment to company values

  • Basic knowledge of company products and programs

  • Knowledge of and access to the Fair Debt Collection Practices Act



Tech Requirements


• Processor: Intel i5, Ryzen 5, or higher
• RAM: 16GB or more
• Setup: Dual Monitor
• OS: Windows 11 Pro/Home
• Accessories: Noise-canceling headset and working camera

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