Requires independent discretion for account verifications and approvals that help the business continue growing
Strong attention to detail when reviewing new client account information
Working with other departments to help protect the company against fraud
Independently onboarding, reviewing, and approving new accounts
Create initial limits for accounts based on account review, work with Risk for adjustments
Seeking out accounts that appear to be fraudulent and alerting management when necessary
Collaborating with the other Underwriting team members in order to work most efficiently
The last day of every month require additional attention to help the business continue to grow
Customer account maintenance as needed
Possessing positive, can-do attitude during busy times of the month

Bachelor's Degree required
1 year experience with the company preferred
Minimum of 5 years work experience preferably in an underwriting capacity
“Can-do” attitude that is always willing to go Above and Beyond their every day tasks
Strong attention to detail and organizational skills
Ability to excel in a collaborative, team environment
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

Underwriting Specialist

Key skills