[Remote] Disbursement Underwriter
Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. The Disbursement Underwriter is responsible for validating client accounts through various checks and communications to ensure accurate processing.
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
- 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
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