Equitable · 6 days ago
Disbursement Underwriter (REMOTE)
United States
Full-time
Remote
Entry Level
$41K/yr - $55K/yr
1+ years expEquitable 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
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
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
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase