Sales Assistant (Sales Underwriter) - Financial Industry

Job Description

This is a remote position.

Role Overview

As a Sales Underwriter you will be responsible for evaluating debt relief applications, working closely with the sales team and other stakeholders to ensure seamless processing and management of debt relief files. The ideal candidate will have strong analytical abilities, excellent communication skills, and a comprehensive understanding of the debt relief process. We are looking for candidates with high emotional intelligence, energy, and mental fortitude. Excellent communication skills and ability to maintain their kindness and composure. Qualified candidates should have proven experience in fast-paced environments where attention to detail is a must.

Sales Underwriting Qualifications

• Monitor and respond to emails promptly, ensuring all inquiries and requests are addressed efficiently
• Process and verify debt relief applications and files for accuracy and completeness
• Review all cancellations, providing proper documentation and follow-up
• Provide approvals for debt relief files in compliance with company policies and procedures
• Assist the sales team with underwriting questions and bring guidance to facilitate smooth operations
• Generate and analyze reports on key metrics to monitor performance and identify areas of importance
• Tag processed files appropriately and confirm proper notation in all systems
• Notate and follow up, in a timely manner on any error identified when reviewing files
• Accurately update all file changes related to underwriting processes
• Handle the reinstatement of files ensuring all required steps are followed
• Work with stakeholders to restructure files as needed to retain business and provide the best solutions for clients
• Proven experience in underwriting, preferably within the debt relief or financial services industry is a plus
• Ability to work independently and as part of a team
• Ability to maintain confidentiality
• Strong analytical skills and attention to detail
• Knowledge of debt relief options and industry regulations is a plus

Requirements

Experience

Technical Skills :

Soft Skills :

Technology Requirements :

Minimum Processor : Intel i5 (6th Gen) or AMD Ryzen 5

Independent Contractor Perks

ZR_28729_JOB

Requirements

Requirements