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American Express · 2 weeks ago

Underwriting Coordinator (Phoenix, AZ Hybrid)

Phoenix, Arizona, United States

Full-time

Hybrid

Entry Level

$20/hr - $33.65/hr

2+ years exp

American Express is a company with a rich history of innovation and commitment to its customers. The Underwriting Coordinator will manage the customer journey through the underwriting process, ensuring compliance and quality while providing consultative support to clients.

Credit CardsFinanceFinancial ServicesPaymentsTravel

Comp. & Benefits

No H1B

Responsibilities

The Underwriting Coordinator is responsible for effectively managing the customer journey through the commercial and consumer underwriting process

Act in a consultative manner with internal and external American Express customers to guide the customer through the underwriting process and obtain the necessary financial information

Responsible for communicating the outcome of the underwriting decision and providing options to the client as needed

Demonstrate high level of accuracy and thoroughness in collecting information and the financial documents for the Underwriting process

Ensure quality, regulatory requirements and compliance is embedded in all processes

Qualification

Customer service experienceFinancial services knowledgeMultitasking abilityMS Office proficiencyConsultative approachCommunication skillsTeam collaborationProblem-solving skills

Required

Highly consultative, self-motivated individual

2+ more years of customer service experience in a financial services or call center environment required

Comfortable navigating multiple systems while simultaneously interacting with the customer

Proficient in multitasking and efficiently juggling between varying account types and work streams

A strong will-to-win and the ability to thrive in a metric oriented environment

Exercise sound judgment and resolve complex issues for our customers in an ambiguous environment

Strong communication skills are necessary to be able to deliver difficult messages to customers and clients while cultivating great working relationships

Candidate must demonstrate ability to work in a cohesive team environment

Intermediate user of MS Office suite