Underwriting Coordinator (Phoenix, AZ Hybrid)

American ExpressPhoenix, AZ
2d$20 - $34Hybrid

About The Position

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Underwriting Coordinator is responsible for effectively managing the customer journey through the commercial and consumer underwriting process. Act in a consultative manner with internal and external American Express customers to guide the customer through the underwriting process and obtain the necessary financial information Responsible for communicating the outcome of the underwriting decision and providing options to the client as needed Demonstrate high level of accuracy and thoroughness in collecting information and the financial documents for the Underwriting process Ensure quality, regulatory requirements and compliance is embedded in all processes

Requirements

  • Highly consultative, self-motivated individual
  • 2+ more years of customer service experience in a financial services or call center environment required
  • Comfortable navigating multiple systems while simultaneously interacting with the customer
  • Proficient in multitasking and efficiently juggling between varying account types and work streams
  • A strong will-to-win and the ability to thrive in a metric oriented environment
  • Exercise sound judgment and resolve complex issues for our customers in an ambiguous environment
  • Strong communication skills are necessary to be able to deliver difficult messages to customers and clients while cultivating great working relationships
  • Candidate must demonstrate ability to work in a cohesive team environment
  • Intermediate user of MS Office suite

Responsibilities

  • Effectively managing the customer journey through the commercial and consumer underwriting process
  • Act in a consultative manner with internal and external American Express customers to guide the customer through the underwriting process and obtain the necessary financial information
  • Communicating the outcome of the underwriting decision and providing options to the client as needed
  • Demonstrate high level of accuracy and thoroughness in collecting information and the financial documents for the Underwriting process
  • Ensure quality, regulatory requirements and compliance is embedded in all processes

Benefits

  • Competitive base salaries
  • Bonus incentives
  • 6%25 Company Match on retirement savings plan
  • Free financial coaching and financial well-being support
  • Comprehensive medical, dental, vision, life insurance, and disability benefits
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
  • Free and confidential counseling support through our Healthy Minds program
  • Career development and training opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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