Underwriting and Account Boarding Specialist

Underwriting and Account Boarding Specialist

Brooklyn, NY

$25 - $30 / hour

The Underwriting and Account Boarding Specialist will prescreen and process new customer applications for approval.

Responsibilities:

• Review data submitted by the sales agent for verification.
• Contact the agent via phone or email, for additional information if not provided on the initial paperwork.
• Submit completed applications to the appropriate bank for approval.
• Respond to inquiries from the bank via phone or email if additional information is needed.

• High school diploma or equivalent, Associate's or Bachelor's Degree preferred
• Must have 1 - 2 years of related experience
• Ability to focus on a detailed application and ensure accuracy before submission
• Verbal and written communication skills
• Ability to identify and resolve/escalate complex problems
• Proficient keyboard and computer skills, especially Microsoft Office applications a plus
• Must be able to work in a fast-paced environment as part of a team but assume ownership and responsibility for team and self-assigned work.