[Remote] Disbursement Underwriter (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is committed to helping clients secure their financial well-being. The Disbursement Underwriter is responsible for validating client accounts through various checks and confirmations, ensuring accurate processing of financial transactions.

Responsibilities

• Utilize the DRP tool, which allows you to see debit and credit history in any site including HM, SOC,NOC & LPL
• Review AWD to confirm if money was ever sent to/received from the account
• Confirm in AWD if we received a contribution check from requested account
• Validate original Medallion Signature Guarantee, if available
• Call rep of record to confirm they personally spoke with the client in person or over phone regarding request
• Call client using the phone number on the application
• A check is mailed to the client’s address if the account cannot be verified

Skills

• Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support
• Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
• Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations
• Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion
• 1+ years of experience in customer service or fraud prevention

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview

Company H1B Sponsorship