Job Description
Job DescriptionDescription:
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 UW Processing team communicates with internal and external partners and prepares loan requests for underwriting and funding.
Essential Functions
- Performs a check of all incoming documentation including verifying documents for accuracy using company and lender guidelines
- Trouble shooting Credit Bureau pull discrepancies
- Performing cursory Quality Assurance against Application, Statement, Background information, and Stipulations for funding
- Researching Businesses in an attempt to validate the industry and assigned Internal scoring
- Locating, labeling, and uploading Secretary of State filings
- Locating, labeling, and uploading industry specific reports (SAFER/DOT, etc.)
- Locating, labeling, and uploading Personal and Business Background reports as necessary
- Verifying required Checking product 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
- Noting any discrepancies or anomalies requiring Sr. evaluation within 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, 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 technically savvy with strong, but basic Office and Internet skills.
- Demonstrates traits consistent with the company culture - drive and perseverance in accomplishing goals; sense of responsibility and integrity; effectiveness as a team member; adaptability to new projects; planning and organizational skills; resourcefulness; energy and motivation to accept and complete tasks and enthusiasm for the business and their work
- Committed and willing to work the number of hours per day required to accomplish daily tasks
- Understanding of Microsoft office Suite
Supervisory Responsibility
This position does not have any supervisory responsibility.
Work Environment
This job operates in a professional office environment. This role 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
While the normal schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., variable shifts—such as four 10-hour workdays—may be required based on operational needs. 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 list 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.
Requirements: