Underwriting Assistant

The Underwriting Assistant helps make sure customer contracts are complete and accurate before or after funding. In this role, you’ll answer incoming phone calls, connect callers with the right team, and handle administrative tasks that support the underwriting process.

** Schedule: Minimum of two shifts per week from 10:30 a.m. – 7:00 p.m. CST, remaining workdays scheduled from 8:30 a.m. – 5:00 p.m. CST; one Saturday per month, 8:30 a.m.–5:00 p.m. CST. **

Essential Functions

• Greet customers by phone in a timely, friendly, and professional manner

• Gather the information needed to accurately update customer accounts and applications

• Verify contracts in a timely manner to help support company goals

• Identify potential issues and communicate them clearly to the appropriate team for resolution

Required Education and Experience

• High School Diploma or GED equivalent required

• 2 years of experience in Credit, Customer Service, or related work experience, required

• Experience in the financial industry is a plus

• Strong attention to detail with a focus on accuracy

• Clear and professional verbal and written communication skills

• Comfortable using Microsoft Office applications (Word, Excel, Outlook, etc.)

• Ability to work well in a fast-paced environment

• Availability to work evening and weekend hours, as needed based on team and business needs

Physical Demands

While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.

This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.