About this role
Provide underwriting support to help the underwriting team overcome workload obstacles and meet timelines. Handle day-to-day client servicing for agents/brokers, maintain suspense/follow-up for underwriting items, and ensure compliant, accurate transaction processing.
Key Responsibilities
- Serve as point of contact for agents/brokers and resolve low complexity issues
- Maintain suspense and follow-up system for outstanding underwriting items
- Ensure accuracy of information input and verify documentation
- Follow internal guidelines and meet compliance standards for timely processing
- Participate in problem solving and continuous improvement
Technical Overview
Operational underwriting support focusing on document and information accuracy, adherence to internal guidelines and service standards, compliance, and continuous improvement of underwriting-related processes.
Ideal Candidate
The ideal candidate is an Underwriting Support Specialist who can reliably support the underwriting team by managing workflow, serving as the first point of contact for agents/brokers, and ensuring accurate, compliant transaction processing. They have strong communication, attention to detail, and experience with process improvement and continuous improvement methodologies.
Must-Have Skills
Underwriting support responsibilitiesClient servicing including managing workflowServing as point of contact for agents/brokersMaintain suspense and follow-up system for outstanding underwriting itemsEnsure accuracy of information inputted into all appropriate systemsAdhere to internal guidelinesproceduresand service standardsMeet compliance standardsProcess business transactions not requiring review/signoff by an underwriterProblem solving and continuous improvement
Required Skills
underwriting supportclient servicingworkflow managementsuspense and follow-up systemaccuracy of information inputdocumentation managementcompliance standardstransaction processingproblem solvingroot cause analysiscontinuous improvement methodologiespolicy changesforms
Hard Skills
Underwriting supportClient servicingWorkflow managementInformation gatheringSuspense and follow-up systemAccuracy of information inputDocumentation managementCompliance standardsTransaction processingProblem solving activitiesRoot cause analysisProcess improvementContinuous improvement methodologiesPolicy changesForm attachmentUnderwriter direction workflow
Soft Skills
Excellent oral and written communicationOrganizational skillsAbility to multi-task in fast-paced environmentAbility to work independentlyAbility to work within a teamAttention to detailsCustomer service orientationRelationship buildingCollaboration
Keywords for Your Resume
Underwriting Support SpecialistSr. Underwriting Support Specialistunderwriting supportclient servicingagents/brokersworkflow managementsuspense and follow-up systemoutstanding underwriting itemsaccuracy of information inputdocumentationcompliance standardstransaction processingunderwriter directionpolicy changesformscontinuous improvement methodologiesroot causesprocesses & proceduresspecial projectsBachelor's degreeoral and written communicationorganizational skillsfast-paced environmentmulti-taskroot cause analysis
Deal Breakers
Ability to provide underwriting support responsibilities (client servicing, workflow, transactions), Strong accuracy and attention to details, Compliance standards adherence
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