Underwriting Sales Support Analyst

Upgrade•Atlanta, GA

14h•Hybrid

About The Position

The Underwriting Sales Support Analyst is responsible for managing all merchant-related requests received from the Underwriting team to ensure the timely and accurate processing and decisioning of applications. This role involves proactively initiating contact with merchants to gather essential documentation required for application reviews, verifying details such as email addresses—particularly when fraud concerns are identified on credit reports—and participating in joint calls with merchants and banking partners to verify bank account information as part of the onboarding and verification process.

Requirements

Proven ability to prioritize and manage multiple deadlines in a fast-paced environment.
Strong written and verbal communication skills are necessary for interacting with various parties involved in the application process.
Strong organizational skills and attention to detail.
High level of professionalism and a strong work ethic.
Team-oriented with a proactive approach to assisting colleagues.
Self-motivated and adaptable, with a strong ability to learn new processes independently and troubleshoot issues with minimal guidance.
Cross-trained in multiple functions and adaptable to shifting priorities.

Nice To Haves

High school diploma or equivalent; Bachelor's degree preferred.
Proficiency in Microsoft Office Suite and internet-based applications.
Skilled in handling file transfers and interpreting various file formats.
2–4 years of experience in processing, client services, or a related field

Responsibilities

Initiate contact with merchants to collect required documentation for application review.
Verifying email address, especially when fraud concerns are identified on credit reports
Participate in joint calls with merchants and banks to verify bank account information as part of the onboarding and verification process.
Review and verify submitted documents in accordance with established guidelines, demonstrating strong attention to detail.
Provide exceptional customer service by addressing and resolving inquiries promptly and professionally.
Ensure a positive and seamless experience during each merchant interaction.
Assist merchants throughout the onboarding process, including verifying email addresses, staged funding, and responsible party details.
Respond to merchant inquiries via phone and email with professionalism and clear communication.
Collaborate closely with the Sales and Underwriting teams to process applications efficiently and accurately.