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|Job Category :||Business|
|Company Name:||Triumph Business Capital|
|Position Name:||Underwriting Administrator|
|Location :||Coppell, TX 75019|
|Job Description :||Join Triumph Business Capital!
At Triumph Business Capital, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we’ve established. That’s why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
The Underwriting Administrator provides administrative support to the Underwriting Team.
Essential Duties & Responsibilities
Setup new clients in Operation System and communicate with the Sales team on missing items prior to funding
Monitor missing documentation in Salesforce/PALS (CRM) for new clients
Maintain client files such as scanning and filing documentation
Maintain, communicate and follow-up with Operations regarding pending items such as tax issues, missing legal documentation, insurance and authority, etc.
Prepare, manage and communicate all ancillary documents and updated legal documentation
Review UCC and Search to Reflect for compliance and confirm corporate and debtor monitoring
Prepare and mail Welcome Kits to new clients
Monitoring SaferWatch for Insurance and Authority changes
Monitor monthly tax reports on clients
Maintain active/inactive client monitoring
Monitor 8821 expirations and update
Other duties may be assigned
High school diploma or equivalent
2+ years’ experience in working administrative duties or support in a high-volume work environment
Experience with Uniform Commercial Code (UCC) , a plus
Experience in factoring or financial services, a plus
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
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