Underwriting Assistant provides support and assistance to underwriting staff. Performs administrative duties regarding new and renewal accounts, risk assessments, and loss runs and loss ratings. Being an Underwriting Assistant may assist underwriters with the computation of rates and premiums. Typically requires a high school diploma. Additionally, Underwriting Assistant typically reports to a supervisor. The Underwriting Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Underwriting Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
POSITION SUMMARY:
The Funding Coordinator focuses on the back end (post-install) submissions by collecting payments for all projects. This includes customer escalations and collaborating with dealers, internal departments, and finance companies. The Funding Coordinator processes and/or collects all post-install payments for all of our projects, regardless of the finance company. The position is responsible for efficient and accurate submissions based on the Company's scope of work for each project, improving the productivity of field representatives by dealing with customer queries and fielding calls. Funding Coordinators contribute to the quality of customer service and the achievement of Company and department targets.
(underwriting and funding) is seeking good admin skills, having some sort of finance background is a plus, such as mortgage, banking
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
· Work with Finance Companies to submit documents and verify customer and system specifications
· Check all the finance portals and CRM to ensure that customer's details, prices, product quantity, and numbers are accurate before submission
· Answer all incoming phone calls from customers in a timely manner; confirm data accuracy in documents, finance portals, invoices, and CRM.
· Remain up to date on project stages and statuses
· Follow up on aging projects and maintain secure financing through extensions, project progress, and interaction with finance partners
· Provide updates to Operations, Sales and customer records to reflect project statuses
· Contact clients to obtain missing documents or answer queries
· Dispatch service calls and escalate project needs per customer requests and for funding purposes
· Communicate important project information between finance partners, sales, and operations
· Communicate important feedback from customers to management
· Ensure processing targets are met and report any deviations; track and report on all outstanding balances due while keeping all departments accountable by communicating action items accordingly.
· Provide support to Sales Support and Dealer Partners to help reach the team's objectives; dealing with and responding to high volumes of emails
· Perform other duties as assigned
QUALIFICATION REQUIREMENTS:
Education & Certifications:
· High School Graduate or GED
Experience:
· 2 years minimum work experience as an administrator or Sales support agent
Knowledge, Skills & Abilities:
· High organizational skills
· Ability to manage a number of projects at the same time
· A team player with a high level of dedication
· Ability to work under strict deadlines
Special Skills & Training:
· Hands-on experience with MS Office (MS Excel in particular)
Job Type: Full-time
Pay: $19.00 - $21.00 per hour
Benefits:
Schedule:
Work Location: In person
Clear All
0 Underwriting Assistant jobs found in Riverside, CA area