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Company Name : Equitable
Location : Secaucus, NJ
Position : Disbursement Underwriter I
Job Description : Disbursement Underwriter I
(22000081)
Primary Location : UNITED STATES-NJ-Secaucus
Other Locations : UNITED STATES
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
A Disbursement Underwriter I uses the following steps to validate a client account:
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
This position will be working 100% remote
Qualifications
Key competencies to be successful in this role:
Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center.
Customer Support: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function.
Problem Solving: 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.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Strategic Thinking: Knowledge of the importance of “big picture” thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Additional Qualifications to be successful:
Good communications
Attention to detail
Basic MS Office, EFT and Outlook experience
Team player
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation, and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
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