Underwriting Specialist

Reports to and takes direction from Underwriting Supervisor.

Underwriting Responsibilities Performs initial Client Underwriting process within 24 hours of submission.

Completes initial due diligence on new prospects, including but not limited to Verifies social security number.

Performs background checks on individuals and companies.

Reviews articles of incorporation.

Performs UCC Searches.

Reviews Factoring Services Agreement for accuracy.

Verifies company information on FMCSA.

Completes Secretary of State searches.

Updates Salesforce with approval conditions.

Reviews and works Documents Received queue in Salesforce when required.

Completes file setup within 24 hours of submission.

Verifies underwriting conditions are completed.

Files UCC Lien.

Enters all client information into Cadence.

Submits completed file for final review.

Escalates exceptions as needed.

Communicates with sales team on items needed to complete files.

Communicates with secured parties.

Performs ghost lien inquiries.

Obtains a lien release, waiver or subordination when necessary.

Other Responsibilities Reviews all UCC Searches to reflect and escalates to leadership when necessary.

Downloads certificates of insurance from SaferWatch and uploads to Salesforce.

Creates and completes Active Awaiting COI cases.

Completes weekly UCC Lien Alerts.

Completes weekly Business Entity Alerts.

Creates Follow-Up Entity Alerts when required.

Works SPRS Cases daily.

Other duties and responsibilities as assigned.

We Bring :

• $21 Hourly PTO Health, Dental, and Life Benefits 401K Matching Abundant professional development opportunities at a growing and thriving alternative Finance company!  Powered by JazzHR