As an Underwriting Representative, you will play a crucial role in the evaluation and analysis of sales for new and existing customers. Your responsibilities will include assessing the information provided in contracts, quotes, credit reports, homeownership, and additional documentation to provide approval on sales. This role requires a keen attention to detail, strong analytical skills, and the ability to communicate effectively with various team members.

Essential Functions

Facilitate the onboarding of customer accounts in the CPI systems
Ensure that CPI policies are maintained and consistently executed as they relate to Underwriting and Sales Requirements
Maintain a high level of accuracy and efficiency in the verification of data within monitoring systems to meet departmental goals and requirements
Possess a complete understanding of all internal CPI policies and consistently apply in the analysis and judgment of all approval/denials of assigned sales
Assist in resolving issues related to underwriting decisions
Process underwriting and new sale queues within strict and urgent deadlines
Clearly communicate underwriting decisions to relevant parties
Review escalated credit reports to provide guidance and enforcement on expected sales requirements
Review submitted approval items in a timely manner to ensure successful activation
Possess working knowledge of all part, pricing and discount information and effectively apply to all internal and external inquiries

Knowledge, Skills and Abilities Required

Familiarity with underwriting guidelines and principles
Strong analytical and decision-making skills
Attention to detail and the ability to work with a high level of accuracy
Demonstrate malleability and aptitude to learn, process and effectively implement new policies and procedures as corporate standards are modified over time
Must be able to demonstrate professionalism and courteousness in the handling of both internal and customer inquiries
Maintain a high level of product knowledge, including, but not limited to: current product features and specifications, current corporate promotions, pricing, and discounts
Must be proficient in evaluating credit reports (personal and Dunn & Bradstreet) for both residential and commercial customers
Must be proficient in evaluating home ownership records
Must be self-motivated and able to take initiative to complete work in a highly accurate manner, within established timelines, guidelines and standards
Must be able to maintain a professional presence and represent the company favorably
Understand and embrace the company core values, corporate goals, mission, vision and priorities as set forth by Management, and be able to continually seek ways to meet or exceed goals and fulfill priorities

Other Experience Required

High school diploma required, some college preferred
Up to two years of previous underwriting experience preferred
Previous call center experience preferred

CPI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and provides equal employment opportunities without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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