Job Description
Disbursement Underwriter (REMOTE) ( 250000MU )
**Primary Location** : UNITED STATES-Remote
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
**What You'll Be Doing**
The Disbursement Underwriter uses the following steps to validate a client account:
+ 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...
**Primary Location** : UNITED STATES-Remote
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
**What You'll Be Doing**
The Disbursement Underwriter uses the following steps to validate a client account:
+ 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...
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