Underwriting Processing Support

Underwriting Processing Specialist

Reports to: Underwriting Processor Supervisor

Classification: Full Time, Non-Exempt

JOB DESCRIPTION

Summary/Objective 

The UW Processing Support Team supports the entire underwriting function by ensuring all required documentation is gathered. The team communicates with internal and external partners and prepares funding requests for underwriting and funding. 

Essential Functions

•  Perform a check of all incoming documentation(s) including verifying document(s) for accuracy using company and lender guidelines.
•  Troubleshooting Credit Bureau pull discrepancies.
•  Performing cursory Quality Assurance against application, statement, background information, and stipulations for funding.
•  Researching Businesses to validate the industry and assigned Internal scoring.
•  Locating, labeling, and uploading business reports (SAFER/DOT, Background, SOS, etc.) 
•  Verifying required business checking product(s) in preparation for statement analytics, bank verification, and funding.
•  Generating contract requests and ensuring that necessary items are present on contracts prior to funding.
•  Conducting, verifying, and categorizing bank verification data.
•  Clearly noting any discrepancies or anomalies requiring Sr. evaluation within the UW system.
•  Other duties as assigned.

Required Education and Experience

• The ability to multitask with a high level of accuracy and efficiency.
• Professional demeanor and the ability to thrive in a fast-paced environment.
• Strong and effective oral and written communication skills.
• Must be able to work independently and/or with a team.
• Must have strong analytical, mathematical, and judgmental skills to complete assigned tasks with a high level of accuracy.
• Strong organizational skills and exceptional attention to detail.
• Must be tech savvy with strong, but basic, Microsoft / Internet skills.
• Demonstrates traits consistent with the company culture and be driven, showing perseverance in accomplishing company goals. A strong sense of responsibility, integrity, and effectiveness.
• As a team member; adaptability to new projects; planning and organizational skills; resourcefulness; energy, and motivation to accept and complete tasks with enthusiasm for the business and the work we do.   
• Committed and willing to work the number of hours per day required to accomplish daily tasks

Supervisory Responsibility

This position does not have any supervisory responsibility.

Work Environment

This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bending or standing on a stool as necessary. 

Position Type/Expected Hours of Work 

This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand. 

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Employee signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.

Employee__________________________________ Date_____________