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Underwriting Specialist

Best Office Staff - Recruitment

Role overview

Qualifications

  • Excellent data entry skills
  • Attention to detail
  • Strong team player
  • Basic knowledge of company products and programs

Responsibilities

  • 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
  • Report any issues back to sales agent for corrections

Key facts

Hard skills

Data Entry Organizational Structure

Other skills

  • Detail Oriented
  • Computer Literacy
  • Teamwork

About the company

Best Office Staff - Recruitment logo

Best Office Staff - Recruitment

Company details

Links

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Job description

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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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