Underwriting Specialist
Olathe, KS
Full Time
Entry Level
Reports to and takes direction from Underwriting Supervisor.
Underwriting Responsibilities
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 initial due diligence on new prospects, including but not limited to
- 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.
- 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
- Performance Incentives
- PTO
- Health, Dental, and Life Benefits
- 401K Matching
- Abundant professional development opportunities at a growing and thriving alternative Finance company!
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