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Equitable · 6 days ago

Disbursement Underwriter (REMOTE)

United States

Full-time

Remote

Entry Level

$41K/yr - $55K/yr

1+ years exp

Equitable is committed to helping clients secure their financial well-being. The Disbursement Underwriter is responsible for validating client accounts through various checks and confirmations, ensuring accurate processing of financial transactions.

BankingConsultingFinancial Services

H1B Sponsor Likely

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

Qualification

Customer Support SystemsManaging Multiple PrioritiesResults OrientationProblem SolvingCustomer Service Experience

Required

Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support

Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation

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

Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion

Preferred

1+ years of experience in customer service or fraud prevention

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)