Disbursement Underwriter (REMOTE)

Equitable

22h • $48,000 - $52,000 • Remote

About The Position

Equitable is looking for a Disbursement Underwriter. Reporting to the Inforce Processing Team, the Disbursement Underwriter is responsible for reviewing and approving disbursement ACH requests. As a Disbursement Underwriter, you’ll play an important role in helping us protect our customers and our business. In this position, you’ll review disbursement requests to ensure they’re accurate, legitimate, and meet our policies, so funds are released safely and responsibly. Your work helps prevent fraud and reduce risk, while also supporting a smooth and positive experience for our customers. You’ll use strong attention to detail and sound judgment to make informed decisions, balancing careful risk management with timely processing. This role is a great fit if you enjoy problem-solving, working with data, and being part of a team that values both security and customer experience.

Requirements

• HS Diploma or equivalent
• 1+ years of experience in customer service or fraud prevention
• Demonstrated analytical and critical thinking skills with the ability to assess risk and make sound decisions
• Experience reviewing financial transactions or policy related transactions
• Ability to interpret and apply company policies, procedures and regulatory requirements
• Ability to work independently while collaborating effectively within a team environment
• Ability to escalate potential fraud concerns when appropriate

Nice To Haves

• Associates Degree or higher
• Customer Support Systems: 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.
• Managing Multiple Priorities: 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.
• Problem Solving: 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.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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

Benefits

• medical
• dental
• vision
• a 401(k) plan
• paid time off
• compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED