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7 Underwriter Resume Examples - Here's What Works In 2024

Being a financial expert isn’t the only thing that magically lands you a job in the underwriting world. a resume showcasing you in the best light will help you get far in your career if you’re wondering what a successful underwriter resume can look like, all you need is to go through our guide for underwriter resume examples where we provide downloadable resume templates as well as tips to make the best out of your resume.

If you have insurance or have applied for mortgages, your case has been forwarded to an underwriter. These individuals are the backbones of financial investment analysis across many industries. From loan lending and insurance industries to financial sectors, underwriters are the key to great success for many businesses. After all, these are the employees who defend businesses against fraudulent losses and enhance their profit.

To be hired as an underwriter means you need to be more than just a good analyzer. Strong analytical skills, precise financial and accounting skills, and in-depth knowledge of the market are some of the key attributes for underwriters in most sectors. Communication, marketing, and negotiation abilities are essential for a client-facing profession such as an underwriter in the insurance industry.

If you have all these skills yet find the job hunt difficult, your resume needs a makeover so it can speak on your behalf to all the recruiters. Let’s look into different underwriter resume examples and see what makes for an effective resume!

Underwriter Resume Templates

Jump to a template:

• Underwriter
• Loan Underwriter
• Commercial Underwriter
• Credit Underwriter
• Assistant Underwriter

Jump to a resource:

• Keywords for Underwriter Resumes

Underwriter Resume Tips

• Action Verbs to Use
• Related Legal Resumes

Get advice on each section of your resume:

Template 1 of 7: Underwriter Resume Example

In simple terms, the job of an underwriter is to do risk evaluation for a business. Creating risk reports, attentively studying cases, and applying business analysis models to them is what an underwriter is tasked to do. To perform this successfully, underwriters must have a strong analytical skill set that helps them make insightful and quantitative decisions. Typically, to become an underwriter you need a bachelor’s degree in statistical subjects such as economics, math, business, or finance. Let’s look at this underwriter resume template to see what makes a great resume through a recruiter’s lens:

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Tips to help you write your Underwriter resume in 2024

   include relevant metrics to show analytical skills.

One way to impress recruiters is to show your impact in numerical figures. For example, mentioning that you improved investment performances by 25% and reduced the ratio of the fraudulent application processes by 40% will make your resume praise your analytical abilities on your behalf.

   Long work history with a lot of noteworthy achievements

Rich job experience helps because it shows recruiters that you are knowledgeable about and effective in your profession. Promotions and honors from your previous employers further this effect by demonstrating steady career growth, which is valued in resumes! Examining applicants' complete credit histories is one example.

Skills you can include on your Underwriter resume

Template 2 of 7: loan underwriter resume example.

Loan underwriters, also known as loan officers, are specialized batch of underwriters. They evaluate loan applications and are responsible for accepting or rejecting these applications. Because loan underwriters have to evaluate these applications themselves, they will meet applicants and discuss personal and financial information that will help them make informed decisions. Loan underwriters must have exceptional interpersonal skills to assist them to get all necessary information from applicants due to the nature of the position. They must also have the capacity to pay attention to even the smallest facts or statistics. Here’s a loan underwriter resume template to help you get a head start!

Tips to help you write your Loan Underwriter resume in 2024

   use the skills section carefully to include loan-related keywords.

Job-specific talents should be listed in a part of a loan underwriter's resume. Once more, the hard skills—like your technical proficiency—should be the main focus of this section. In simpler words, this section is where you mention your experience in analyzing, evaluating, researching, and making decisions regarding loan applications.

   Impress recruiters with strong action verbs relevant to underwriters

Always remember that a recruiter is waiting to read words that set you apart from other applicants. Use action verbs in resumes for loan underwriters that are pertinent to the collection, analysis, and processing of data.

Skills you can include on your Loan Underwriter resume

Template 3 of 7: commercial underwriter resume example.

As a commercial underwriter, your role revolves around assessing the risk factors of potential clients for financial services companies. It's a job with ever-changing responsibilities, where you'll be constantly learning and adapting to new policies or risk factors. Recently, there is an increasing demand for analytical skills due to the surge in data-driven decision making in organizations. When composing a resume for this role, it's essential to demonstrate your knowledge of risk assessment and regulatory standards, as well as your ability to handle a high volume of complex information. In an increasingly digitized industry, commercial underwriters who demonstrate proficiency in using advanced underwriting software will stand out. Being able to accurately analyze and predict risk using technology is a crucial aspect of the job. Therefore, your resume should reflect your expertise in both risk assessment and the technology used to facilitate that process.

Tips to help you write your Commercial Underwriter resume in 2024

   showcase your analytical skills.

As a commercial underwriter, you constantly analyze complex data to make informed decisions. Therefore, your resume should demonstrate your ability to dissect and understand complicated information. You could do this by discussing specific examples of your analytical skills in action.

   Highlight your knowledge of underwriting software

Given the rise of technology in the underwriting industry, it’s essential to show your familiarity with relevant software on your resume. Discuss the specific underwriting systems you've used, and how they've assisted you in assessing risk and making decisions.

Skills you can include on your Commercial Underwriter resume

Template 4 of 7: commercial underwriter resume example.

Commercial underwriters conduct risk analyses on mortgage and insurance application forms to decide whether to approve or reject the insurance benefits. In addition to structuring payment contracts, commercial underwriters also check the accuracy of all the data on the application. What will make you successful as a commercial underwriter is having a hawk's eye. To pursue a career in commercial underwriting, you must hold a bachelor's degree in addition to a strong set of hard and soft talents that will make you the greatest in your field. Check out this commercial underwriter resume template we offer if you want a resume that demonstrates these skills!

   Tailor your resume to a commercial underwriting one

Specialized knowledge and abilities are needed for commercial underwriting. Highlight your prior expertise in the insurance industry, analytics, and other financial jobs on your resume to demonstrate why you are the best candidate for the job. Make sure to list hard skills in your skills section, such as risk management, investment analysis, and financial modeling.

   Lead with academic prowess

Due to the entry-level nature of commercial underwriting, most candidates lack a wide range of prior work experience. To demonstrate that you have the necessary theoretical skills for the position, indicate your university along with the typical four-year degree in finance or economics. You can also list any further related classes you've taken if you’re an entry-level candidate!

Template 5 of 7: Credit Underwriter Resume Example

As a Credit Underwriter, your job is an essential two-fold process - you're both an investigator and an analyzer. Your resume should reflect this blend, showcasing a meticulous attention to detail as well as a knack for making data-driven decisions. In light of recent trends, many companies are moving towards automating parts of the underwriting process. As a result, there's a higher demand for underwriters who are comfortable with data analytics and digital platforms, so you’ll want to highlight any relevant tech skills. Your resume needs to show that you can morph with the times while still offering the in-depth, individualized analysis that machines can't.

Tips to help you write your Credit Underwriter resume in 2024

   highlight quantitative accomplishments.

To stand out, rather than merely stating your responsibilities, you should quantify your achievements. How much money did you save the company? Did you help improve the loan approval process? If yes, by what percentage? The more specific, the better.

   Showcase your risk management skills

Underwriting is all about calculated risks. You should make sure to include any experience or training you have in risk assessment and mitigation. This could be anything from courses you've taken, to specific tools or strategies you've used to evaluate potential risks.

Skills you can include on your Credit Underwriter resume

Template 6 of 7: credit underwriter resume example.

Have you ever applied for a loan to buy a car or pay student debt? Perhaps you know people who took out loans from the bank or other private companies. It is the credit underwriter who is reviewing paperwork and other documents for you to be able to access loans! It is your responsibility as a credit underwriter to examine loan applications and, on occasion, run a credit history check on a loan applicant. Additionally, you can be requested to review proof of income and debt. Here’s what a successful resume for a credit underwriter looks like, highlighting all important aspects of value to a recruiter!

   State your financial specialty

Credit underwriters must have a strong background in banking and finance, as well as know-how about credit systems. So make sure to utilize your resume well by mentioning that you specialize in underwriting for the banking sector! Make sure to mention it in the introduction and provide evidence of your success in the part about your experience.

   Talk about your banking experience outside of underwriting

If you’re an individual who has experience as a banker or financial expert rather than underwriting, don't be shy to talk more about it! A lot of these skills will be transferred into your credit underwriting career and will make you a more able candidate for the position.

Template 7 of 7: Assistant Underwriter Resume Example

As an entry-level job position, an assistant underwriter does not require a finance degree. But as with all underwriter positions, a strong analytical mind is a requirement in this profession. Your job as an assistant underwriter is to work alongside managers and underwriters to create portfolios by collecting information and doing basic data-entry tasks. To make a great assistant, you should have administrative support skills as well as a resume that highlights your experience as an assistant in relevant fields. Here’s an example of an assistant underwriter's resume template.

Tips to help you write your Assistant Underwriter resume in 2024

   mention your assistant underwriter's strengths.

It is advisable to highlight your strengths in assisting in your resume if you don't have a lot of experience to your name. These can involve highlighting your capacity for multitasking or communication as well as your sense of teamwork.

   Highlight your regard for sensitive information.

In your personal or professional life, if you work as an underwriter assistant, you will be trusted with sensitive information that should not be shared. Recruiters will be interested in reading about your prior knowledge of and aptitude for handling sensitive material!

Skills you can include on your Assistant Underwriter resume

As a career coach and hiring manager who has worked with top companies like AIG, Chubb, and Travelers, I've seen countless underwriter resumes. The best ones always stand out because they showcase the candidate's unique skills and experience in a clear, compelling way. Here are some tips to help you create a strong underwriter resume that will catch the attention of hiring managers and help you land your dream job.

   Highlight your risk assessment skills

Underwriters need to be able to accurately assess risk and make sound decisions. Make sure your resume showcases your risk assessment skills, like this:

• Analyzed complex financial data and risk factors to determine eligibility for $10M+ in annual premiums
• Developed and implemented risk assessment models that reduced loss ratios by 15%

Avoid vague statements that don't give specific examples of your skills:

• Assessed risk for various insurance products
• Made underwriting decisions based on risk analysis

   Showcase your industry knowledge

Underwriters need to have a deep understanding of their industry and the products they work with. Use your resume to showcase your industry knowledge and expertise, like this:

• Specialized in underwriting commercial property insurance for construction industry clients
• Developed expertise in underwriting cyber liability policies for technology companies

Avoid generic statements that could apply to any underwriter:

• Worked with various insurance products
• Underwrote policies for different industries

   Quantify your impact

Whenever possible, use numbers and metrics to quantify your impact and achievements. This helps hiring managers understand the scope and significance of your work, like this:

• Underwrote $50M in new business annually while maintaining a loss ratio of under 60%
• Reviewed and approved over 100 policies per month with an average turnaround time of 48 hours

Avoid vague statements that don't give a clear picture of your contributions:

• Underwrote a large volume of policies
• Worked quickly and efficiently to review applications

   Tailor your resume to the job

Every underwriter job is different, so it's important to tailor your resume to the specific job you're applying for. Look at the job description and highlight the skills and experience that are most relevant to that particular role, like this:

Experienced underwriter specializing in workers' compensation insurance for mid-size to large companies. Skilled at analyzing loss runs, assessing risk exposures, and developing tailored insurance solutions to mitigate risk.

Avoid using the same generic resume for every job application. Customizing your resume shows the hiring manager that you've done your research and are truly interested in that specific role.

   Highlight your collaboration skills

Underwriting is a collaborative process that involves working with agents, brokers, and other stakeholders. Use your resume to showcase your collaboration and communication skills, like this:

• Partnered with sales team to develop targeted marketing campaigns that increased new business by 25%
• Collaborated with claims department to identify trends and develop risk mitigation strategies

Avoid focusing solely on your individual contributions. Highlighting your ability to work well with others shows that you're a team player who can contribute to the company's overall success.

   Show your technical proficiency

Underwriting involves working with various software programs and tools. Make sure your resume showcases your technical proficiency, like this:

• Proficient in using underwriting software such as Duck Creek and PolicyCenter
• Skilled at using data analysis tools like Excel and Tableau to identify trends and make data-driven decisions

Avoid simply listing the programs you're familiar with. Instead, give specific examples of how you've used these tools to improve your work and drive results.

Writing Your Underwriter Resume: Section By Section

  header, 1. put your name on its own line.

As an underwriter, attention to detail is crucial. Demonstrate this skill right from the start by ensuring your header is well-organized and easy to read.

• 123-456-7890 | [email protected] | linkedin.com/in/johndoe

Avoid cramming all your details together, which can look messy and unprofessional:

• John Doe 123-456-7890 [email protected] linkedin.com/in/johndoe

2. Include key contact details

As an underwriter, building relationships is essential. Make it easy for hiring managers to get in touch by providing:

• Phone number
• Professional email address
• LinkedIn profile URL

However, avoid oversharing personal details that could introduce bias:

John Doe 123 Main St, Apt 4B, Anytown USA 12345 Married, 2 kids [email protected]

3. Optionally include your professional title

If you have a relevant professional title or certification, consider featuring it in your header:

• John Doe, CPCU
• Senior Underwriter

This quickly conveys your expertise to busy hiring managers. However, avoid keyword-stuffing your header with multiple titles and buzzwords, which looks unprofessional:

John Doe Underwriter | Risk Analyst | Loan Processor Detail-oriented, driven, team player

Remember, your header should be concise and only highlight your most relevant selling points.

  Summary

A resume summary for an Underwriter role is optional. It's a brief statement at the top of your resume that highlights your relevant experience, skills, and achievements. While it's not a must-have, it can be a useful addition if you're a career changer, have a lot of experience, or want to provide context that's not already in your resume.

However, avoid using an objective statement, which is outdated and focuses on what you want rather than what you can offer. Your resume is already a summary of your qualifications, so don't repeat information that's already covered elsewhere. Instead, use the summary to add details that enhance your fit for the role.

To learn how to write an effective resume summary for your Underwriter resume, or figure out if you need one, please read Underwriter Resume Summary Examples , or Underwriter Resume Objective Examples .

1. Tailor your summary to the underwriter role

When crafting your summary for an Underwriter position, it's crucial to align it with the specific requirements of the role. Avoid generic statements that could apply to any job. Instead, showcase your most relevant qualifications and experiences that demonstrate your suitability for this particular position.

Here's an example of a tailored summary for an Underwriter role:

Analytical and detail-oriented Underwriter with 5+ years of experience in risk assessment and policy analysis. Skilled in evaluating complex financial data, identifying potential risks, and making sound underwriting decisions. Proven track record of collaborating with cross-functional teams to optimize workflows and improve profitability.

In contrast, here's an example of a generic summary that lacks focus:

Experienced professional seeking a challenging role in a dynamic organization. Skilled in communication, teamwork, and problem-solving. Committed to delivering excellent results and contributing to company success.

2. Highlight your underwriting expertise and achievements

In your summary, emphasize your specific underwriting skills, knowledge, and accomplishments that set you apart from other candidates. Mention your expertise in risk assessment, financial analysis, policy interpretation, and decision-making.

Quantify your achievements whenever possible to add credibility and impact. For example:

• Analyzed and processed over 100 insurance applications per month, consistently meeting tight deadlines
• Identified and mitigated potential risks, resulting in a 20% reduction in loss ratios
• Collaborated with a team of underwriters to streamline processes, increasing efficiency by 15%

Avoid making vague or unsubstantiated claims, such as:

• Excellent underwriting skills
• Strong work ethic and attention to detail
• Team player with great communication skills

  Experience

The work experience section is the heart of your resume. It's where you showcase your relevant experience and accomplishments to prove you're the best candidate for the job. In this section, we'll break down what you need to know to write a compelling work experience section that will catch the attention of hiring managers and help you land your next underwriter job.

1. Highlight your underwriting achievements

When writing your work experience section, focus on your achievements rather than just listing your responsibilities. Hiring managers want to see the impact you made in your previous roles.

Here are some examples of how to showcase your achievements:

• Underwrote 50+ policies per month, achieving a 95% accuracy rate in risk assessment and pricing
• Collaborated with cross-functional teams to develop and implement new underwriting guidelines, resulting in a 15% reduction in loss ratios
• Mentored and trained 5 junior underwriters, contributing to a 20% increase in team productivity

By highlighting your achievements, you demonstrate your value and show hiring managers what you can bring to their organization.

Not sure if your work experience section is hitting the mark? Try our Score My Resume tool for instant expert feedback on your resume. It checks your resume on 30+ key criteria that hiring managers care about.

2. Use industry-specific keywords

Incorporating relevant industry keywords in your work experience section can help your resume pass through applicant tracking systems (ATS) and catch the attention of hiring managers. However, be careful not to overdo it or sacrifice readability for the sake of cramming in keywords.

Here are some examples of industry-specific keywords to consider:

• Risk assessment
• Policy analysis
• Claims management
• Reinsurance
• Catastrophe modeling

Conducted thorough risk assessments and policy analysis to determine coverage eligibility and premiums for commercial property and casualty insurance policies. Collaborated with claims management team to investigate and resolve complex claims, minimizing losses for the company.

To ensure your resume has the right keywords for the job you're applying for, try our Targeted Resume tool. It checks your resume against a specific job description and provides personalized recommendations to optimize your resume.

3. Quantify your impact with metrics

Whenever possible, use metrics to quantify your impact and achievements. Numbers help hiring managers understand the scope and scale of your contributions.

Here are some examples of how to incorporate metrics:

• Underwrote $50M in annual premium volume, maintaining a loss ratio of 60% or below
• Reviewed and approved 200+ policies per quarter, ensuring compliance with underwriting guidelines and state regulations
• Identified and mitigated risks on high-value accounts, saving the company $1M+ in potential losses

When you don't have access to specific metrics, you can still provide context by using numbers:

• Underwrote policies for a large insurance company
• Underwrote policies for a top-10 national insurance carrier with $5B+ in annual revenue

Remember to focus on the metrics and numbers that are most relevant to the job you're applying for. If you're unsure which metrics to include, review the job description and look for clues about what the employer values most.

4. Showcase your career progression

Hiring managers love to see candidates who have shown growth and progression in their careers. If you've been promoted or taken on increasing levels of responsibility, make sure to highlight that in your work experience section.

Here's an example of how to showcase career progression:

Underwriter, ABC Insurance (2018-Present) - Promoted to Senior Underwriter in 2020 - Manage a team of 5 junior underwriters, providing training and mentorship - Develop and implement new underwriting guidelines and processes Junior Underwriter, ABC Insurance (2016-2018) - Underwrote personal lines policies, including auto and homeowners insurance - Assisted senior underwriters with risk assessment and policy review - Earned CPCU designation in 2017

By showing your progression, you demonstrate your ability to take on new challenges and grow within an organization.

If you're having trouble fitting all of your relevant experience on one page, focus on your most recent and relevant positions. You can summarize older or less relevant experience in a short bullet point or two, or consider removing it altogether.

  Education

Your education section is a key part of your underwriter resume. It shows hiring managers that you have the necessary background and training for the job. In this section, we'll cover what to include and how to format your education effectively.

1. Put your highest degree first

List your degrees in reverse chronological order, with your most recent or advanced degree first. For example:

Master of Business Administration (MBA) University of California, Los Angeles 2018-2020 Bachelor of Science in Finance University of Southern California 2014-2018

If you have multiple degrees at the same level (like two bachelor's degrees), list the most relevant one to the underwriter position first.

2. Include relevant coursework

If you're a recent graduate or your degree is highly relevant to the underwriter position, consider listing some of the key courses you took. This can help show that you have specific training for the job. For example:

Bachelor of Science in Actuarial Science University of Pennsylvania Relevant coursework: Risk Management, Financial Modeling, Probability Theory, Statistical Methods

However, if you have several years of underwriter experience, it's usually better to focus on your work achievements rather than coursework.

3. Highlight your academic achievements

Did you graduate with honors, a high GPA, or other commendations? Be sure to include those to make your education section stand out. For example:

• Graduated summa cum laude with a 3.95 GPA
• Awarded Outstanding Finance Student of the Year

However, there's no need to include your GPA if it's under 3.5, or honors/awards that aren't very substantial. For example:

• Dean's List: Fall 2016

4. Keep it concise if you're experienced

If you're an experienced underwriter, your work experience should be the main focus of your resume. Keep your education section brief, with just the key details of your degree(s). For example:

MBA, Columbia University BS in Economics, New York University

There's no need to list graduation years, as this can unfortunately lead to age discrimination. And don't include coursework, GPA, or minor academic awards from years ago.

Action Verbs For Underwriter Resumes

Strong action verbs act like keywords that stand out in your resume application. It helps recruiters identify your analytical and statistical performance, making your resume effective. In our guide, we have added important action verbs related to the underwriting profession, such as “analyzed”, “evaluated” and “identified”.

• Administered
• Interviewed

For a full list of effective resume action verbs, visit Resume Action Verbs .

Action Verbs for Underwriter Resumes

Skills for underwriter resumes.

Having the right skills can make all the difference in your underwriting career. The profession relies on being analytical, keen on details, and making precise decisions that help companies avoid undue losses, and those are the skills that recruiters are looking for!

Skills can also mean your mathematical expertise, experience in the field along with software that can help you perform better. Soft skills such as interpersonal skills also make a difference by helping recruiters see both sides of a coin. Below mentioned are skills that you should add to your resume to impress recruiters:

• Underwriting
• Life Insurance
• Term Life Insurance
• Disability Insurance
• Risk Management
• Health Workforce
• General Insurance
• Medical Underwriting
• Whole Life Insurance
• Health Insurance
• Fixed Annuities
• Retirement Planning
• Employee Benefits Design
• Financial Risk
• Property & Casualty Insurance
• Financial Services
• Risk Assessment

How To Write Your Skills Section On an Underwriter Resumes

You can include the above skills in a dedicated Skills section on your resume, or weave them in your experience. Here's how you might create your dedicated skills section:

Skills Word Cloud For Underwriter Resumes

This word cloud highlights the important keywords that appear on Underwriter job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more 'important' it is.

How to use these skills?

Other legal resumes.

• Attorney Resume Guide
• Lawyer Resume Guide
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• Policy Analyst Resume Guide
• Compliance Resume Guide

Underwriter Resume Guide

• Regulatory Affairs Resume Guide
• Contract Specialist Resume Guide
• Public Policy Resume Guide
• Underwriter Resume Example
• Loan Underwriter Resume Example
• Commercial Underwriter Resume Example
• Credit Underwriter Resume Example
• Assistant Underwriter Resume Example
• Tips for Underwriter Resumes
• Skills and Keywords to Add
• All Resume Examples
• Underwriter CV Examples
• Underwriter Cover Letter
• Underwriter Interview Guide
• Explore Alternative and Similar Careers

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Underwriting Specialist Resume Samples

An Underwriting Specialist must oversee the business results and take necessary actions to ensure profitability. The most common work activities associated to this role are mentioned on the Underwriting Specialist Resume as – handling a large number of global and international accounts; assessing risks and managing profitability, providing timely guidance and support to the policyholders, providing consulting service to underwriters and the service staffs; assessing procedures and products; suggesting enhancements; supervising underwriting activities ; and coaching field staff on underwriting analysis .

The most sought-after skills for the post include – the ability to investigate and resolve complex issues; good judgment skills, very strong marketing and relationship building skills; ambiguity to make right decisions; knowledge of risk management, strong relationship building, and analytical skills; and negotiation skills. Formal education beyond a degree is not usually required.

• Resume Samples
• Underwriting Specialist

Underwriting Specialist Resume

Summary : A Underwriting Specialist position in a company that seeks an ambitious and work conscientious person, where acquired skill and continuing education will be utilized towards growth and advancement.

Skills : Commercial Lines Underwriting / Sales & Marketing Relationship Manager.

Description :

• Promoted to assume expanded responsibilities while continuing to perform all Senior Underwriter tasks.
• Included development / training of underwriters and agents, serving as an expert resource for commercial coverage, and providing backup for the Team Leader position.
• Effectively managed territory's profitability.
• Managed $6M territory comprised of 4 agents.
• Underwrote complex book of business consisting primarily of large packages, contracting, and business auto risks.
• Maintained primary responsibility for $2.5M agency.
• Accounts generated $800K of new business in 2007.
• Successfully earned Associate in Management (AIM) designation and Associate in Underwriting (AU) designation through the Insurance Institute of America.
• Oversaw closing of underperforming agency in 2008.

Sr. Underwriting Specialist Resume

Summary : To secure a challenging Underwriting Specialist position that allows to utilize knowledge and skills developed in the workplace, in order to further career.

Skills : Microsoft Word, Salesforce.

• Processes residential mortgage loans (FHA, VA, Conventional, purchase, refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements.
• Maintains a pipeline of loans and is responsible for the timely and compliant flow of such loans through the process.
• Obtains and reviews necessary loan documentation and submits complete packages to Underwriting for loan approval.
• Monitors and ensures closing dates and company deadlines are met.
• Communicates with loan officers, buyers, sellers, title companies, builder and agents.
• Obtains and verifies that all underwriting conditions are received and cleared by the underwriter and prepares the file for submission to the Closing Department.
• Provides excellent customer service by effectively communicating and cooperating with all brokers and AE's.
• Keeps abreast of changes in policies and procedures, standards and regulations applicable to the company and the mortgage industry.
• Understands and applies local, state and federal regulations related to processing mortgage loans.

Jr. Underwriting Specialist Resume

Objective : Hard-working, energetic and have developed strong verbal and written skills. Years of experience with customer service and supervisor/trainer positions.

Skills : Management, Organizing.

• Responsible for pulling initial due diligence information for potential new personal mortgages (credit reports, tax transcripts, appraisals).
• Reviews appraisals and enter information into our loan software.
• Sends the completed and approved appraisals to the borrower.
• Works on FHA, VA, Conventional and USDA purchases and refinances.
• Runs all the required government checks on all parties involved in the loan (SAM searches, Limited Denial of Participation, FHA Connection, FHA Mortgage limits).
• Uses Desktop Underwriter as well.
• Reviews conditions as they come in and ensure have all the information before sending the file to the underwriting again.
• Communicate missing conditions and incomplete conditions to the brokers/lenders.
• Also perform clear to close on loans and send the official approval to the borrower.

Underwriting Specialist I Resume

Objective : Underwriting Specialist that is self motivated, enthusiastic, detail oriented with a positive team player attitude. Able to support a salesperson or a small sales team across all industries. Excellent communication skills, very customer service driven as well as computer literate.

Skills : Insurance Verification, Data Entry.

• Verifies patient benefits for medical claim approval.
• Obtains prior-authorization and pre-certification.
• Adheres to department policies and procedures in order to comply with performance standards to ensure profitable case delivery measures are managed effectively.
• Prioritizes incoming prior-authorization and pre-certification requests as outline in departmental policies, procedures, and workflow guidelines.
• Receives inbound and makes outbound calls to healthcare professionals, commercial and workers' comp carriers, and manufacturer sales representatives.
• Makes accurate, appropriate and timely case notes and database entries.
• Refers requests that require clinical judgment to an Underwriter Supervisor.
• Meets position metrics and turn-around time frames while maintaining a full caseload.
• Maintains strict confidentiality; adheres to all HIPAA guidelines/regulations.

Underwriting Specialist II Resume

Headline : Underwriting Specialist with extensive experience in the Telecommunications, Technology and Insurance industries. Proven track record selling B2B to all levels of management and corporate executives.

• Analyzes applications and risks by determining acceptability of risk in accordance with company guidelines and standards.
• Works in conjunction with Sales Agents on obtaining the any additional evidence of insurability.
• Assists Agents with questions via phone or e mail and escalates issues to management as necessary.
• Negotiates with agents to reach positive and profitable outcomes.
• Notifies agencies of adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations.
• Develops and maintains relationships with all internal departments.
• Provides assistance to other underwriters and to other functional areas.
• Ability to exercises independent judgment and to make critical business decisions effectively.
• Keeps current on state/territory issues and regulations, industry activity and trends.

Underwriting Specialist III Resume

Summary : To enhance the academic community by utilizing skills in education, training, communications, finances, money management, and credit analysis.

Skills : SAS, Tableau, Excel, Business Objects.

• Helped develop and piloted new underwriting referral system and underwriting referral Access database which produced a forty percent efficiency gain in renewal casualty underwriting referrals.
• Developed and piloted new youthful driver rating database and process that indentifies improperly rated youthful drivers, which reduced premium leakage.
• Assisted District Manager and Sales Management in analyzing and recommending corrective actions to improve sales force's key performance indicators.
• Assisted Business Performance consultants and sales management on various report creation and special listings to improve growth, retention and profit; involved extracting data from Business Objects or Focus and analyzing and reporting through Microsoft Access or Excel.
• Assisted Area Manager and State Managers on Planning / Staffing project in order to optimize resource efficiency.
• Identified homeowners and auto policies that were not getting the proper discounts using Focus and Microsoft Access to assist sales force in retaining business.
• Served as key participant in Colorado Foreclosure project by developing an Access database and reports which matched foreclosed property addresses, obtained from independent vendor, with American Family property policy's address in order to improve homeowner's profitability.
• Trained and mentored other underwriters in developing reports, databases and creating focus programs to obtain information.

Asst. Underwriting Specialist Resume

Objective : To obtain a Underwriting Specialist position that would allow to exercise knowledge and education in Business Administration to benefit career and office goals.

Skills : Data Analysis, Process Improvement, UNIX Shell Scripting.

• Creates a clear concise relationship as a Liaison between the Underwriter and the Broker.
• Provides effective verbal/written communication in a timely manner to clear conditions that are needed to close on a FHA, VA and Conventional loan.
• Reviews numerous documents, ordering specific government documents and requesting any additional info needed to meet state and federal guidelines based on the type of loan being processed.
• Operates with MyFAMC internal systems, FEMA Disaster, Web Cert, FHA Connection, VA Portal, Equifax, Desktop Underwriting, LP, UDM, Veri-Tax and NMLS to ensure the proper procedures are being handled and the required documents are ordered immediately.
• Maintains a pipeline of loans ranging from 50+ daily while being responsible to review all documents uploaded and that it will meet the Underwriters approval.
• Communicates with Loan Officers, Account Executives, Brokers, Buyers, Sellers, Title Companies, Builders/Agents, and Appraisers to ensure the loan process is handled smoothly.
• Answers all emails and voicemails within a 2 hour time frame to ensure customer service is maintained and all issues are resolved.
• Handles, processes and clears residential jumbo loans ranging from 400k- 1.6m Exceptional customer service through each interaction via phone or email.

Associate Underwriting Specialist Resume

Headline : To secure a challenging Underwriting Specialist position where Underwriting and Management experience will be fully utilized.

• Responsible for achieving company rate, retention, growth and profitability goals for of multi-line book of business.
• Achieves new business production goals.
• Works independently within the letter of authority.
• Mentors new hires and less experienced staff in all aspects of underwriting, systems, and processes.
• Develops Agent and Broker relationships through visits to the assigned territory.
• Serves as Division subject matter expert for Workers Compensation and rating plans.
• Participates in special projects and assignments.

Lead Underwriting Specialist Resume

Summary : A skilled and experienced credit/financial analyst seeking a Underwriting Specialist position with a company which allows to use knowledge of finance.

Skills : MS Office, Management.

• Underwrites and assesses risk for small and middle market contract surety accounts, as well as some small transactional business.
• Makes appropriate decisions and negotiate terms and conditions within authority limits and make appropriate recommendations to home office outside of those parameters.
• Develops and maintains productive agency/client relationships.
• Effectively assists in executing the sales plan for our branch with emphasis on marketing and sales activity outside the office.
• Accountable for accurate underwriting documentation/information in account management systems.
• Demonstrates superior customer service standards (consistency, quick response, knowledge of product, etc.).
• Regularly participates in industry functions to develop visibility in the marketplace, network with key players in the industry, and continually increase knowledge of the surety industry.

Summary : Proficient in working in fast-paced, team oriented, and high volume environments while managing multiple tasks. Administrative experience in managing teams with the responsibilities of teaching, training, and coordinating groups of people while maximizing efficiency, effectiveness, and overall environment of business performance.

Skills : Customer Service,Strategic Planning, Complex Claim Handling, Account Management.

• Examines documents to determine degree of risk from such factors as applicant financial standing and value and condition of property.
• Declines excessive risks.
• Writes to field representatives, medical personnel, and others to obtain further information, quote rates, or explain company underwriting policies.
• Evaluates possibility of losses due to catastrophe or excessive insurance.
• Decreases value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe profitable distribution of risks, using reference materials.
• Reviews company records to determine amount of insurance in force on single risk or group of closely related risks.
• Authorizes reinsurance of policy when risk is high.

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5 Underwriter Resume Examples Created for 2024

Underwriter Resume

• Underwriter Resumes by Experience
• Underwriter Resumes by Role
• Write Your Underwriter Resume

You effortlessly navigate the complex world of underwriting, ensuring your organization is compliant with the evolving regulatory landscape every step of the way.

Assessing client risk, negotiating contracts, and calculating premiums are things that are now second nature to you. However, you’ll need to tap into a different set of skills to create a stand-out resume that summarizes your strengths.

Good news—we’ve helped many underwriters like you score their dream jobs! Using our sample underwriter resume examples , resume tips , and free cover letter builder , you can land more interviews and, ultimately, the job you desire.

or download as PDF

Why this resume works

• Including your role in managing a $121M loan portfolio in your underwriter resume is adequate evidence to attest to your abilities to perform at the highest levels and deliver desirable results.

Entry Level Underwriter Resume

• Leverage your past work experiences and mention how you’ve used tools such as Pipedrive, eFileCabinet, and your negotiation skills to identify customer trends, analyze financial reports, and manage databases. Have any risk navigator projects up your sleeve? Add them too.

Commercial Underwriter Resume

• It’s also a great addition to having any majors or specialization in insurance and risk management. This will prove that you’re flexible and can help prevent and minimize risk as much as possible to ensure a company makes the best financial decisions at all times for its customers.

Mortgage Underwriter Resume

• Therefore, your mortgage underwriter resume should show a track record of closed deals through established and trusted networks built over the years if you’re to make a great impression on hiring managers.

Insurance Underwriter Resume

• Therefore, achieving a 97% customer satisfaction score in your insurance underwriter resume, among other measurable achievements, gives you a niche-specific advantage.

Related resume examples

• Retail Manager
• Retail Sales Associate
• Office Manager
• Office Assistant
• Office Administrator

Fine-tune Your Underwriter Resume to Match the Job

Your work drives companies’ financial decisions when it comes to issuing loans, mortgages, or insurance policies. Lean into your skills and knowledge that guide your process and allow you to make these judgments, avoiding generic terms like “teamwork” or “meticulous.”

Given the analytical nature of underwriting, it’s best to focus primarily on your technical and job-specific skills . Talk about things like regulatory compliance and financial analysis, and don’t forget to mention your software proficiencies, such as underwriting tools, risk management software, or database management systems. 

Need some ideas? 

15 popular underwriter skills

• Risk Assessment
• Financial Analysis
• Regulatory Compliance
• Database Management
• Microsoft Excel
• RMS Risk Intelligence
• Oracle Database
• Calyx Point

Your underwriter work experience bullet points

No matter the type of underwriting you specialize in, you spend your days analyzing client data, conducting risk assessments, collaborating with brokers and agents, and making decisions on policy issuance. As these tasks are known to recruiters, you’ll make more of an impression if you focus on your achievements instead.

Your work impacts your organization’s bottom line; hence it can be neatly quantified. Use this to your advantage. Show off your effectiveness and the impact you could have on a potential employer by providing concrete metrics.

Whether your strongest achievements are bulletproofing a risk assessment framework, or managing record monthly volumes of loans, this section is where you talk about them, substantiating them with data to convey your unique professional value. 

• Highlight instances where your work refining and automating workflows led to reducing underwriting turnaround times.
• Show off improvements to loss ratios that your risk assessment and mitigation strategies resulted in.
• Emphasize the specific software you leveraged to achieve your goals, such as the reduction in claim rates your analysis with Excel and Tableau brought on.
• List instances where your work directly bolstered company financials, such as spearheading an increase in insurance premiums or trimming expenses.

See what we mean?

• Implemented risk mitigation strategies that resulted in a 34% decrease in the loss ratio
• Employed CreditXpert to evaluate credit reports and identify areas for improvement, resulting in a 17% increase in credit scores for approved borrowers
• Achieved an error rate of less than 1% on fraud risk assessments using CoreLogic LoanSafe, resulting in zero avoidable losses
• Utilized SAS to implement a pricing strategy that resulted in a 13% increase in premium revenue and a 7% reduction in underwriting expenses

9 active verbs to start your underwriter work experience bullet points

• Implemented

3 Tips for Writing an Underwriter Resume if You’re Just Starting Out

• If you have certifications such as the Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (ACU), or specialized certifications such as Certified Mortgage Underwriter (NAMU-CMU), display them prominently in your resume. They may not always be required, but they do showcase your commitment to the role. 
• Be selective with which skills you list in your resume , prioritizing those you feel confident in and that each job description emphasizes. For instance, if a role highlights the need for UnderRight proficiency, and it’s something you know you’re good at, then display it at the top of your skills list. 
• If you’re applying for your first job as an underwriter, leverage your academic and extracurricular experiences to highlight your skills. For example, reaffirm your catastrophe modeling skills by talking about the college case study you undertook using Applied Epic to forecast potential losses.

3 Tips for Writing an Underwriter Resume if You’re Already Experienced

• With your experience, your work has positively impacted the financials of companies you’ve worked for. Get into the specifics of initiatives you led that affected revenues, such as the fraud detection overhaul you instituted, which led to reduced losses due to fraud.
• Instead of listing “collaboration” or “stakeholder management” in your resume skills , show recruiters that it’s in your repertoire. Talk about instances where you liaised with brokers, loan originators, or policyholders, and the impact your collaboration had.
• Go into detail about your specialty within underwriting. For instance, if you specialize in insurance or mortgage underwriting, talk about specific certifications, courses, or work experience you have that contribute to your expertise.

Pinpoint some of your transferable skills from your other financial roles, such as your ability to work with Microsoft Excel or database management systems—and more generally, your flair for interpreting vast sums of data.

If you do include one, be sure to tailor it to each job description , mentioning the company and role specifically. Include your career highlights and key strengths, such as risk assessment or financial analysis.

Lender policies and federal regulations are constantly evolving. If you’ve taken steps to stay abreast of industry developments, such as attending industry workshops or conferences, mention these to show recruiters your commitment to underwriting.

• Insurance Underwriter Resume Example

Resume Examples

• Common Tasks & Responsibilities
• Top Hard & Soft Skills
• Action Verbs & Keywords
• Resume FAQs
• Similar Resumes

Common Responsibilities Listed on Insurance Underwriter Resumes:

• Analyze and evaluate insurance applications to determine risk and establish premiums
• Review and assess medical records, credit reports, and other documents to determine eligibility for coverage
• Develop and maintain relationships with agents and brokers to ensure accurate and timely processing of applications
• Monitor and review existing policies to ensure compliance with regulations
• Negotiate terms and conditions of coverage with customers
• Develop and implement underwriting guidelines and procedures
• Monitor and analyze industry trends to identify potential risks and opportunities
• Develop and maintain relationships with reinsurers to ensure adequate coverage
• Analyze and evaluate claims to determine coverage and liability
• Prepare and present reports to management on underwriting activities
• Train and mentor junior underwriters on underwriting procedures and processes

Speed up your resume creation process with the AI-Powered Resume Builder . Generate tailored achievements in seconds for every role you apply to.

Insurance Underwriter Resume Example:

• Developed and implemented underwriting guidelines and procedures, resulting in a 20% reduction in processing time and a 15% increase in accuracy of risk assessment.
• Negotiated terms and conditions of coverage with customers, resulting in a 25% increase in policy sales and a 10% increase in customer satisfaction.
• Trained and mentored junior underwriters on underwriting procedures and processes, resulting in a 30% improvement in their performance and a 15% increase in team productivity.
• Analyzed and evaluated insurance applications to determine risk and establish premiums, resulting in a 20% increase in policy sales and a 10% increase in revenue.
• Monitored and reviewed existing policies to ensure compliance with regulations, resulting in a 15% reduction in policy cancellations and a 10% increase in customer retention.
• Prepared and presented reports to management on underwriting activities, resulting in a 25% improvement in decision-making and a 20% increase in operational efficiency.
• Reviewed and assessed medical records, credit reports, and other documents to determine eligibility for coverage, resulting in a 20% reduction in fraudulent claims and a 15% increase in policy accuracy.
• Analyzed and evaluated claims to determine coverage and liability, resulting in a 25% reduction in claim processing time and a 20% increase in customer satisfaction.
• Monitored and analyzed industry trends to identify potential risks and opportunities, resulting in a 30% improvement in risk assessment and a 25% increase in policy sales.
• Risk assessment and analysis
• Underwriting guidelines and procedures
• Negotiation and communication
• Training and mentoring
• Insurance application evaluation
• Regulatory compliance monitoring
• Report preparation and presentation
• Document review and assessment
• Claims analysis and evaluation
• Industry trend analysis
• Customer service and satisfaction
• Time management and efficiency
• Attention to detail
• Decision-making
• Teamwork and collaboration

Top Skills & Keywords for Insurance Underwriter Resumes:

Hard skills.

• Risk Assessment and Analysis
• Underwriting Guidelines and Procedures
• Insurance Policy Review and Analysis
• Financial Analysis and Modeling
• Regulatory Compliance Knowledge
• Claims Investigation and Analysis
• Data Analysis and Interpretation
• Insurance Industry Knowledge
• Loss Control and Prevention
• Contract Review and Analysis
• Customer Service and Communication
• Negotiation and Decision Making

Soft Skills

• Attention to Detail and Accuracy
• Analytical and Critical Thinking
• Decision Making and Risk Assessment
• Communication and Interpersonal Skills
• Time Management and Prioritization
• Adaptability and Flexibility
• Customer Service and Relationship Building
• Problem Solving and Conflict Resolution
• Teamwork and Collaboration
• Organizational and Planning Skills
• Emotional Intelligence and Empathy
• Ethics and Integrity

Resume Action Verbs for Insurance Underwriters:

• Scrutinized
• Investigated
• Collaborated
• Communicated
• Recommended
• Implemented

Generate Your Resume Summary

Resume FAQs for Insurance Underwriters:

How long should i make my insurance underwriter resume, what is the best way to format a insurance underwriter resume, which keywords are important to highlight in a insurance underwriter resume, how should i write my resume if i have no experience as a insurance underwriter, compare your insurance underwriter resume to a job description:.

• Identify opportunities to further tailor your resume to the Insurance Underwriter job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Insurance Underwriters:

Commercial underwriter, entry level underwriter, insurance underwriter, loan underwriter, mortgage underwriter, senior underwriter, underwriter.

What is an underwriting support specialist and how to become one

An underwriting support specialist is a professional who helps with the loan application process. They review loan documentation to ensure packages are complete and follow up with lenders on outstanding file requests. They also analyze and order various records, such as medical records and criminal background checks, for the underwriting process. This specialist processes and issues policies and endorsements, and coordinates with external vendors to obtain necessary reports. They also maintain logs of activities and correct data entry errors.

How long does it takes to become an underwriting support specialist?

It typically takes 5-6 years to become an underwriting support specialist:

• Years 1-4: Obtaining a Bachelor's degree in a relevant field, such as business, finance, or insurance.
• Year 5: Completing on-site training, which typically lasts 1-3 months.
• Year 6: Accumulating the necessary work experience in duties such as reviewing insurance applications, analyzing data, and communicating with clients and insurance agents.
• Salary $40,401
• Growth Rate 10%
• Jobs Number 104,575
• Most Common Skill Endorsements
• Most Common Degree Bachelor's degree
• Best State New Hampshire

Underwriting Support Specialist career paths

As an underwriting support specialist, there are many careers you can pursue. You could move into an underwriter role, where you would assess the risk of insuring a client or their property. You could also become an account manager, helping clients manage their accounts or work as a project manager, overseeing specific projects. If you're looking for a leadership role, you could become a general manager or operations vice president.

Key steps to become an underwriting support specialist

Explore underwriting support specialist education requirements.

The educational requirements for an underwriting support specialist typically include a high school diploma, certificate, or an associate or bachelor's degree. According to George Miller , Associate Professor of Computer Science at Tiffin University's School of Business, college graduates should have a solid foundation in their field of study, along with good communication skills, critical thinking skills, and the ability to work well in teams.

For those pursuing a career as an underwriting support specialist, majors such as business, accounting, communication, psychology, or secretarial and administrative science can be beneficial. Additionally, obtaining a certification like the Associate in General Insurance can further enhance one's qualifications. Top schools for this field include Stanford University, University of Pennsylvania, Northwestern University, Maine Maritime Academy, and University of Southern California.

Most common underwriting support specialist degrees

Bachelor's

High School Diploma

Start to develop specific underwriting support specialist skills

Underwriting support specialists need a range of skills. They must have strong communication skills, both oral and written, as well as critical thinking skills and be able to work well in teams. They should also have a solid foundation in technology and be able to adapt to changing technology. They use these skills to process and issue policies and endorsements, analyze and order medical records, and interact with clients on a daily basis. They also review loan documentation, coordinate with external vendors, and maintain data integrity for underwriting systems.

Complete relevant underwriting support specialist training and internships

Research underwriting support specialist duties and responsibilities.

Underwriting support specialists perform various tasks such as reviewing loan documentation, ordering medical records, processing policies and endorsements, and analyzing deficiencies on mortgage loans. They also provide technical support for mortgage brokers and account executives and evaluate applications to determine acceptability based on established guidelines. They must have strong communication, problem-solving, and analytical skills, as well as the ability to work as part of a team and pay attention to detail.

• Process documentation within manage database systems and ImageRight system for the legal binding of commercial insurance risk.
• Promote continuity of care by accurately and completely communicating to other caregivers the status of patients for which care is provided.

Prepare your underwriting support specialist resume

When your background is strong enough, you can start writing your underwriting support specialist resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an underwriting support specialist resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose From 10+ Customizable Underwriting Support Specialist Resume templates

Apply for underwriting support specialist jobs

Now it's time to start searching for an underwriting support specialist job. Consider the tips below for a successful job search:

• Browse job boards for relevant postings
• Consult your professional network
• Reach out to companies you're interested in working for directly
• Watch out for job scams

Are you an Underwriting Support Specialist?

Share your story for a free salary report.

Average underwriting support specialist salary

The average Underwriting Support Specialist salary in the United States is $40,401 per year or $19 per hour. Underwriting support specialist salaries range between $30,000 and $54,000 per year.

What Am I Worth?

How do underwriting support specialists rate their job?

Underwriting support specialist reviews.

Lifting wheelchair bound individuals to change pull ups and pampers, cleaning bowel movements. No support from leadership when problems arrive. Over crowding classrooms which causes stress to staff and individuals.

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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Credit Support Specialist Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the credit support specialist job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
• Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
• Track performance of delinquency status, verifications etc
• Develop reporting in response to ad hoc requests
• Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
• Promote an environment that supports diversity and reflects the M&T Bank brand
• Complete other related duties as assigned
• Uses SharePoint workload tool to capture work completed
• At the request of the underwriting center, may assist with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell and basic attachments
• Strives to meet or exceed SLAs (Service Level Agreements), or when not possible, communicates to Commercial Credit Support Center Manager
• May assist in the preparation of Credit Quality Review (CQR) packages
• 1 year Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• H.S. diploma or GED
• Monitors financial covenant tracking system to ensure compliance
• Assist Sales reps and Account Management with customer inquiries requiring explanation of specific credit policies and decisions related to those policies
• Perform periodic reviews of existing merchants in an effort to manage overall risk
• Assist Sales reps and Account Management with customer inquiries requiring explanation of specific
• Adhere to established procedures and guidelines while providing quality customer service in order to meet and exceed department standards
• Thoroughly describe and document your work by notating all of our systems correctly and efficiently
• Thoroughly describe and document work using call ticketing systems
• Provide general information and support on any VISA related topic or product and direct the customer accordingly
• Strong general knowledge of accounts receivable processes, with an expertise in credit card and cash application
• Ability to exercise independent judgment and employ basic reasoning skills
• Basic knowledge of credit environment, lending operations, and credit administration
• Excellent verbal and written communication skills
• Good analytical and problem-solving skills
• Strong organizational stills
• Ability to multi-task in a high volume transactional environment
• Strong negotiation skills
• Excellent customer service/relations skills
• Ability to work in a teamwork oriented, metric-based environment

5 Credit Support Specialist resume templates

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• Provide World Class Client Service to Merchants via inbound phone calls, email or chat
• Respond to incoming customer requests quickly, proficiently and professionally while meeting specific quality expectations
• Answer merchant questions and resolves customer support problems related to billing, account management and troubleshooting
• Review incoming documents and conditions from merchants for accuracy and compliance
• Credit policies and decisions related to those policies
• Escalate tickets to Specialists as needed
• Update the ticketing system with current status of all ongoing issues and Merchant Contacts
• High School Diploma required, Associate or Bachelor's degree a plus
• 1- 3 years experience with credit underwriting. Prior experience in call center, banking, acquiring or internet environments is preferred. Previous experience with Merchant Acquiring or Credit Card processing is a plus
• Customer service experience required
• Demonstrated commitment to quality and customer service
• Excellent verbal and written communications, interpersonal skills, customer orientation, team interaction, problem solving and multi-tasking skills required
• Must have punctual, regular and consistent attendance
• Respond to inbound telephone calls, many of the calls will generate an outbound call regarding information on aspects of multiple Visa products, including, but not limited to, following up on emergency card and cash services
• Evaluate the nature of each call and determine the appropriate action to complete the call
• Answer general customer service questions from cardholders, explain multiple program features, and where appropriate, transfer the customer to the issuing bank to obtain specific account information or transfer the customer to an appropriate Third Party Service Provider
• Update and maintain cardholder data in appropriate databases
• Use several computer programs to respond to customer inquiries
• Document cases to show action taken
• Serve as escalation point for calls requiring advanced knowledge of product line
• Act as peer mentor to customer service associates
• Support new trainees during their transition to the production floor
• Handle escalated calls from customers in an effective manner
• Handle assistance calls from peers
• Requires a minimum of 6 years' experience in a customer service environment
• A minimum of 3 years in a Contact Center environment
• Must possess a clear speaking voice and strong verbal communication skills. A second language is preferred
• Ability to multi-task and make decisions quickly based on the customer's needs
• Ability to handle difficult calls in a professional manner
• Take personal ownership to resolve a customer issue
• Requires accuracy and attention to details
• Must demonstrate the ability to manage multiple service requests with strict time limits on an ongoing basis
• Knowledge of the payments business preferred
• Ability to work as part of a team
• Strong PC skills in a Windows environment
• Strong internet navigation skills
• Strong keyboard skills are required
• Ability to learn and adjust quickly to changes in process
• Foster positive work environment
• Escalate issues related to customer inquiry or other in a timely manner, and appropriately
• Build productive working relationships with peers and management
• Quickly respond to Manager/Lead request to support workload redistribution
• Ability to provide clear direction to Customer Service Representatives and Associates
• Manage sensitive data
• Maintain confidentiality
• Adherence to schedules
• They must have been an I2 and cash set up trained for at least 6 months

Credit Support Specialist Resume Examples & Samples

• Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
• Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
• Responsible for performing required verifications/updates on M&T loan systems on an annual basis or at inception for new customers/requests
• Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
• Provide assistance to analysts with formatting of documents as needed and uploading of documents to the Commercial Loan Approval System as deals are completed and approved. Assist with various other reporting and clerical tasks on an as-needed basis, including re-typing and /or formatting spreadsheets, basic research work (compiling basic publicly available information on companies from websites from time to time), etc
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
• Promote an environment that supports diversity and reflects the M&T Bank brand
• Associate's degree in accounting or related field, and minimum 1 year experience in accounting or banking
• In lieu of degree, a combined minimum of 3 years higher education and experience including a minimum 1 year experience in accounting or banking
• Proficiency with Microsoft Office (specifically Word and Excel)
• Ability to expedite high priority requests
• Moderate problem solving and math skills
• Bachelors’ degree
• Familiarity with business financial statements and tax returns
• Familiarity with Adobe
• Organization and reporting skills
• Familiar with business terms (specifically the commercial real estate industry)
• Minimum of 4 years professional experience in loan/product operations or a credit/lending environment
• General knowledge of loan documentation
• General knowledge of credit products
• General experience with related credit systems such as Exposure Now, eCLIPS, LIQ, DealWorks, GTS Inquiry, et cetera
• Ability to understand simple to moderate customer structures
• Good verbal, written and organizational skills
• Detail oriented with ability to multi task and work in a team based environment
• One to two years prior work experience in a banking, corporate or business environment
• Working knowledge of bank’s systems, Microsoft products
• Ability to complete limited evaluations of personal and business financial statements
• Good verbal and written communication skills; strong organizational skills
• High degree of accuracy
• Ability to handle diversity of workload with changing priorities
• Four-year college degree in business, finance, accounting or management
• Work experience in a lending environment; general understanding of underwriting principles
• Contribute as required to ongoing projects having an impact on Credit
• Apply appropriate underwriting criteria to prospective merchant applications in accordance with published credit policy to ensure financial exposure is appropriately mitigated
• Assist Fraud/Risk department on matters such as volume re-projections
• Ability to work independently with minimal supervision in a very fast-paced environment
• Quick learner with ability to understand and interpret real estate policies
• Have strong communication and personal skills
• Adapt to changing needs and deadlines and maintains composure when under pressure
• Focus on control and ensure compliance to real estate related policies and regulations
• Computer proficiency skills in Microsoft Excel, Word, and Power Point
• Excellent analytical, oral, and written communication skills
• Ability to work with cross-functional teams and interact with all staff levels
• Requires impeccable organization skills, attention to detail, and highly efficient work methods
• Knowledge of specific regulations, policies and procedures around FIRREA, FDICIA, Flood, Environmental and Regulatory Reporting
• Minimum of 8 years professional experience in loan/product operations or a credit/lending environment
• 1-3 years of work related experience in a credit administrative role and have a working knowledge of commercial credit, lending functions, and familiarity with loan documents
• Demonstrated independent thinking, good interpersonal and problem solving skills
• Ability to multi task and learn quickly
• Detail oriented with ability to multi-task, manage priorities effectively and work in a team based environment
• Positive and flexible individual with good verbal, written and organizational skills
• Strong PC skills on Windows based applications
• Apply appropriate underwriting criteria to prospective merchant applications in accordance with credit policy to ensure financial exposure is properly mitigated
• Support overall business needs by ensuring Underwriting group makes quality credit decisions within published SLAs
• Underwrite merchants for both our Enterprise and Small Business platforms
• Team with Sales and Acquiring Partners in order to provide seamless experience to prospective merchants
• Take an active role within CyberSource to identify and recommend for approval process/policy changes to make the group more effective
• Contribute as needed to ongoing projects for the Acquiring Operations team
• 1-3 years' experience with credit underwriting. Previous experience with Merchant Acquiring or Credit Card processing is a plus
• Experience with financial analysis, including the ability to review and understand financial statements of both small- and large-sized companies
• Windows/PC experience including Excel and Word
• Provide world class client service to Merchants via inbound phone calls and email
• Answer merchant questions and resolve merchant issues related to underwriting and risk compliance
• Review incoming documents and conditions from our merchants for accuracy and compliance
• Customer service experience required. Prior experience in call center, underwriting, acquiring and ecommerce environments are preferred
• Credit analysis and underwriting experience a plus
• Demonstrated commitment to quality, attention to detail and customer service
• Proficient computer skills, especially Microsoft Excel and other Microsoft Office applications
• Thorough knowledge of assigned (consumer, commercial and/or residential) lending and loan documentation and processing policies and procedures
• Three or more years of experience in lending and loan documentation and processing, or similar work
• Multi-tasking and prioritizing skills

Collection & Credit Support Specialist Resume Examples & Samples

• Responsible for maintaining and continuously improving the quality system and achieving quality objectives through daily actions
• Performs/responsible for collection of customer past due balances
• Coordinates activity with Corporate Credit personnel to complete risk analysis including Credit Scoring Models and resolve credit line availability issues
• Researches issues within area of specialization (i.e. cash applications, receivables, payables, credit, and collection). Reviews and obtains approval of all orders placed in excess of established credit availability. Communicate orders on credit hold with customer, Sales, and Credit Management personnel along with action plan to resolve
• Follows established financial, accounting and credit policies and procedures to ensure quality and adherence to same
• Understands and implements all department policies, procedures, and processes in compliance with company auditing and best business practices
• Set up reporting requirements in tickler system
• Upon receipt of reporting items, date stamp, upload to E-Library, update tickler
• Prepare missing Certifications for RM's to obtain borrower/guarantor signature
• Prepare, maintain, and distribute ticklers for reporting items, annual reviews, annual SBLC extensions, site visits, and non-RE environmental due diligence
• Track and send email reminders for reporting requirements
• Follow-up and clear past due reporting items
• Daily clearance of group email drop box
• Setup and maintain client and prospect files
• Order background due diligence reports
• Generate weekly maturing loans and past due reports
• Miscellaneous credit-related administrative tasks
• Tracking approved CRR, PCMF, PPR, spreads, and executed loan docs
• Tracking CO LCAT submissions
• Tracking administrative CCAR corrections and remediation
• Follow-up on renewals for CLC credits
• Minimum 2 years of experience in a project role
• Minimum 2 years of basic computer experience required (e.g. MS Word Excel, Outlook, Project and PowerPoint)
• Ability to effectively communicate with all levels of Bank personnel and customers
• Proficiency in multi-tasking and prioritizing projects
• Strong process skills
• Represents the basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications

NSL Credit Support Specialist Resume Examples & Samples

• To provide detailed, factual information and direction to internal customers, via telephone, about policies and procedures regarding Class products. Ensure confidentiality of information on the Class system
• Participate in the review/evaluation of procedures upon which the regions/branches base their operations by identifying those which are outdated or ineffective and sharing feedback with the Management team
• Provide immediate and efficient response to enquiries within the realm of current knowledge. When immediate response cannot be provided, ensure that the research or investigation is done in a timely manner, and that the client is given an estimated response time
• Document each call in a standardized format through the various problem-tracking systems employed by the area
• Working knowledge of computer applications (Microsoft Word, Excel, Outlook)
• Respond to incoming customer calls including working under the direction of the credit analysts and the credit manager to fulfill customer requests as assigned
• Assist credit analysts and the credit manager in account research and customer service projects
• Prepare and process daily cashbox deposit for department
• Research and prepare all requested lien waivers, including follow-up, and file waivers in customer main files with supporting documentation
• Process daily and monthly periodic credit card payments using stored credit card information in Eclipse, forward backup to Shared Services for application and send receipts to customers
• Assist the Credit department with customer refund requests, completion of vendor forms and requests, researching disputed AR items, scanning documents and other duties as assigned
• Five or more years of clerical and/or lending operations experience
• Thorough knowledge of lending operations, loan processing, documentation requirements and credit policies and procedures
• Well-developed records management and clerical skills
• Ability to identify and resolve exceptions and to interpret information
• Financial Statement Spreading & Tracking
• Accurately spreads financial statements and identifies inconsistencies and inaccuracies
• Maintains statement tracking system and prepare reports to ensure timely receipt of customer financial information
• Prepares various reports. Reports include but are not limited to: Delinquent Statement Report, Past Due Loans, Covenant Exception Report and/or Input risk rating changes/updates accurately and timely
• Other Duties
• Other duties as required by the Commercial Credit Support Center Manager
• MAJOR ACCOUNTABILITIES
• Reconcile and balance credit card payments to extracted reports on a daily basis
• Maintain Cash records and files as required for audit
• Research credit card and cash related postings as requested due to customer short payments and deductions
• Complete account adjustments, cash posting and credit card processing in a timely manner per service level agreements
• Manage daily inflow and outflow of emails across multiple assigned portfolios.Support internal and external customers by providing timely application of customer credit card, check and electronic payments
• Daily reconciliation of credit card receipt balances to cash posting reports
• Maintain applicable hardcopy and electronic data related to credit card & cash application for auditing purposes
• Daily extraction of credit card data from provider site and proper application by invoice to customer accounts
• Processing of all credit card transactions for all business brands within a specified time frame
• Contacting customers regarding their credit card payment request to obtain credit card information as well as verification of the credit card transaction
• Adherence to PCI compliance to ensure the safety of all confidential information
• Cross train with the Credit Support Sales Tax Specialist and Cash Application team
• Research customer credit card inquires and disputes
• Print and send invoice and statement copies as requested by customers
• Assist in other administrative functions as assigned
• 3+ years of business-to-business credit card and cash application experience in a large corporate environment, preferably in manufacturing or distribution industries
• Experience using multiple computer systems/ERPs
• Excellent communication skills; both verbal and written
• Must be proficient in 10-key and Microsoft Excel and Word
• BA degree in Finance, Economics or business or equivalent experience is required
• A solid understanding of Market Data (Fixed Income and/or Equities) and financial investment concepts is required
• Minimum 2-3 years’ experience in product and customer support with demonstrated knowledge of troubleshooting data and technical issues with financial information products
• Highly proficient in delivering training via face to face, WebEx and phone demonstrations
• Ability to effectively multitask in a fast-paced environment and must possess the ability to work independently and to be a self-starter
• Knowledge of the financial services industry and electronic products
• Must be able to demonstrate effective interpersonal communications and troubleshooting skills e.g. strong presentation skills and ability to communicate clearly with large groups of people
• Team player willing to take on a wide variety of tasks
• Must be able to demonstrate knowledge of CRM

Credit Support Specialist Detroit Resume Examples & Samples

• RECAP Preparation
• Orders required personal credit reports, background checks, OFAC (Office of Foreign Asset Control) checks and other due diligence reports as required
• 2 college level accounting classes (6 units, 2.0 GPA in each)

Related Job Titles

Account Support Specialist Resume Sample

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Work Experience

• Works with Clients and Account Managers to ensure that Employee Files for Random pulls are accurately loaded in time for the client’s cyclical Randoms selections
• Manage a diverse and complex scope of account-related issues (I.E. renewals, cancellations, customer aging, etc.) directly related to the retention, support and growth of the company’s core product "Online Backup/Disaster Recovery"
• Effective customer skills required via telephone and email to ensure the highest level of customer satisfaction by understanding and identifying the customer’s account needs and communicating to the Account Management Team as needed
• Effectively interact with other members of the team to provide solutions to complex account-related issues
• Attempt first call case resolution, software/network troubleshooting and proactive support services
• Collaborate with internal billing and marketing departments on varying projects
• Coordinate with Account Managers in managing account activities and processes
• Organize, co-ordinate and prepare credentials documentation, presentations and proposals in relation to client opportunities
• Produce and circulate meeting reports for all external meetings/discussions
• Keep all members of the team regularly updated on the status of ongoing projects
• Collects revenue by reminding delinquent accounts; notifying customers of insufficient payments
• Job Requirements and Experience
• Able to deal with people at all levels, both within and outside the business
• Health and Life license (or the ability to acquire within one month of start)
• Understanding of underwriting risk factors that influence health insurance profitability
• Advanced customer service skills-ability to handle a wide variety of callers in a professional manner and strong interpersonal skills
• Process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
• Team oriented ability to provide guidance on process, procedures, and product
• Comfortable with delivering and receiving feedback
• Track and Maintain a Master listing for warranty/service agreement expirations for SLA/SLS/Direct Metals/PJ 6 & PJ 7 Systems
• Prepare Quotes for systems expiring from warranty coverage as well as renewal quotes for systems expiring from existing service contract agreements
• Provide weekly metrics reports for sales/discount activity
• Initiate contact and follow up communication with customer’s regarding current, expired or expiring Service contracts
• Obtain approvals for any discounts, non-standard payment terms, or Customer’s Purchase Order terms and conditions that are necessary for the processing of the contracts in Oracle

Professional Skills

• Excellent interpersonal skills, communication skills, computer skills
• Type effectively; strong PC skills/word processing experience
• Customer focus with strong communication skills and client facing experience
• Demonstrated ability to prioritize effectively in a fast moving environment while handling multiple responsibilities
• Demonstrate independent and strategic thinking skills
• Strong problem-solving/analytical skills with attention to detail
• Strong problem solving skills and the determination to solve them in a timely manner

How to write Account Support Specialist Resume

Account Support Specialist role is responsible for presentation, communications, organizational, interpersonal, customer, languages, email, microsoft, english, analytical. To write great resume for account support specialist job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Account Support Specialist Resume

The section contact information is important in your account support specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Account Support Specialist Resume

The section work experience is an essential part of your account support specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous account support specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular account support specialist position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Account Support Specialist resume experience can include:

• Excellent interpersonal skills and ability to deal effectively with the sales and service teams
• Effective written and verbal communication skills as well as organizational skills
• Outstanding verbal and written communication skills for internal/external contacts
• Demonstrate strong understanding of all workflows and business processes to execute overall service strategy
• Exceptional organizational skills, attention to detail and ability to multi-task in a fast-paced environment required
• Organizing, prioritizing and coordinating customer tasks with Account Managers, while also driving designated customer satisfaction responsibilities to closure

Education on an Account Support Specialist Resume

Make sure to make education a priority on your account support specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your account support specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Account Support Specialist Resume

When listing skills on your account support specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical account support specialist skills:

• Excellent presentation skills. Previous proven success delivering Customer and Client communications
• Possesses good project management skills required to support RFP process, renewal process and pricing process
• Effective listening and organizational skills, with the ability to manage multiple tasks
• Good written and oral communication skills, ability to build partnerships
• Builds strong relationships with the client, proactively identifying the needs of the client, and satisfying the client in a timely and cost effective manner
• Advanced MS Office skills to complete reporting, manage communications to a large distinct groups

List of Typical Experience For an Account Support Specialist Resume

Experience for key account support specialist resume.

• Driving business with excellent personal, phone, and writing skills to communicate with customer/leads directly
• Quantitatively oriented with strong orientation towards analytic work, details, precision and problem solving
• Demonstrated background in navigating Cigna's various matrix partners to triage inbound Cigna issues from the customer
• Process mail returned due to an invalid address
• Issuing and managing service tickets and work orders
• Analyzing partners performance
• Maintain and update the Growth Accounts Client Business Review Deck, including working with Contracting or Marketing to obtain needed materials for inclusion
• As needed, order prototype batteries, engineering testing from third party facilities, labels for batteries, and dunnage through working internally
• Order dunnage through working with internal plants, purchasing, engineering, and customers for new and to replace old as needed

Experience For Senior Account Support Specialist Resume

• Keep track of customer orders – incoming, current, and arrived. Confirm PO’s in accounting systems when shipments complete
• Communicate and coordinate with JCI plants, packaging company, shipping/freight company, and customer, domestically and globally as necessary
• Utilize the Fiserv Signature core banking and 1099 Pro systems to complete year end processing and correction of 1099 forms
• Coordinates all services calls and emails from the clients regarding escalated situations involving the AUS MaRC
• Account data entry, client focused, ensuring data is being entered accurately
• Implement problem-resolution with customers, while coordinating and monitoring progress
• Support Account Manager with preparation for Client Business Reviews, providing recent analysis, Best Practice Optimizations, and/or reports
• Central Keying Coordination / Track New Installs
• Manual Invoices / Vouchering

Experience For National Account Support Specialist Resume

• Support Program Managers in build events by ordering necessary materials if requested
• Communicate and consult with banking center personnel and other internal departments as necessary
• Assists in preparation of contract fee schedules based on proposed pricing and due diligence findings to be included within contract
• Provides assistance to account managers in developing non-disclosure agreements (NDAs)
• Interact with customers directly ensuring security expectations are met daily/weekly
• Forensic retrieval of video and audio recording request sent to the AUS MaRC

Experience For Major Account Support Specialist Resume

• Works closely with multiple departments such as service, data entry & monitoring center
• Assists with new site development, involving forms, maps, virtual patrol routes, contact information, and vulnerabilities
• Interact with internal/external customers and business partners in a professional manner (including verbal and written interactions)
• Service liaison, tracking RMAs and instrument service progress for customers
• General understanding of wireless/RF test and measurement equipment
• Familiarity with the ad serving industry and internet technologies (JavaScript, HTML, Flash)CHI

Experience For Client Account Support Specialist Resume

• Support new customer roll outs, compile critical data like equipment requirements, clean out information, key requirements, day/night service, etc., etc
• Attend FSM internal & customer meetings as needed, document key take-away’s and action plans
• Receive and audit documents received through the US mail and interoffice
• Communicate with branch personnel and customers to confirm transactions/requests
• Analyze reports and update customer accounts
• Process requests for duplicate/corrected 1099s
• Optimizing order guide management, guided towards Sysco Brand, Cutting Edge Solutions, and other value added services. Support the RVPs’ directions from mutually agreed upon strategies with Customers
• Examine records, such as bills, computer print outs, bills of lading, pricing on orders/commissions, group rebates, and related documents and correspondence, and converses or corresponds with customer and other Company personnel such as TM’s, billing, credit, sales, service shipping, to obtain facts regarding customer service

Experience For Local Account Support Specialist Resume

• Utilizes creativity to meet client needs and expectations through Kudzu’s products/services capabilities or Internet abilities
• Works with clients and National Account Coordinators/Account Managers to ensure that a proactive approach is taken in supporting clients. Employee Files for Random pulls are accurately loaded in time for the client’s cyclical Randoms selections
• Answer inbound ACD calls, manage email correspondence and perform outbound follow-ups
• Execute effective resolutions on service needs, including claims, billing, eligibility, licensing, commissions, web access, retention and other customer service needs that arise
• Perform root cause analysis and determine proper course of action
• Explain insurance concepts in an easy to understand format
• Identify areas of process improvement and works with manager and internal organization to improve processes
• Meet and exceed individual and team performance goals to improve overall lapse rate and service
• Interact with internal/external customers and business partners in a professional manner (includes verbal and written interactions)

Experience For Business Account Support Specialist Resume

• Provide education about programs and resources available as part of client’s benefit plans. Including but not limited to health coaching, wellness program, discount program, mycigna.com, Health Savings Account and pharmacy
• Assist in arranging case manager for customer with complicated medical conditions
• Assist customer with complex claim questions by helping them understand the Explanation of Benefits and working with the health care professional or facility to resolve billing concerns
• Partner with Client Manager, Client Engagement Manager and Client Service Executive to proactively educate and provide recommendations to customers regarding procedural, legislative and other changes affecting them
• Strong analytical and Root-Cause Analysis skills
• Detail oriented with a strong ability to effectively problem-solve issues to resolution

Experience For Corporate Account Support Specialist Resume

• Exceptional interpersonal skills, with a demonstrated track record
• Strong knowledge of Cigna benefits, products, and services operations
• Makes on-site presentations to existing and prospective clients to educate and inform
• Coordinates with client manager to ensure needs are met and potential problems are averted
• Quickly understand the customer’s needs and expectations, while proactively performing analysis to determine detects for process improvement opportunities
• Excellent Organizational and Time management skills, with a proven track record
• Excellent verbal/written communication skills to effectively communicate and interact with all levels and job functions within both internal and external organizations
• Manage multiple and divergent priorities and deadlines, work independently and proactively, negotiate and manage expectations for mutually effective and innovative solutions
• Provide certificates i.e. insurance, COO, AALA as requested/specified by customer

Experience For AM, Jpms Omni Account Support Specialist Resume

• Complete compliance forms yearly, traced value & trade compliance forms when prompted (NAFTA)
• Coordinate and consolidate information from the global team for report out to the account team. These include but are not limited to volume requests, hi-probability opportunities, customer specific project plans, customer scorecards, and up-coming launches. Maintain the Sharepoint site for storing this information
• With content from the commercial teams, create presentations for internal leadership meetings (strategic account reviews) and external meetings with the customer
• Support pricing and quarterly price adjustments including creating/maintaining bump and price charts, and other pricing projects
• Support team in the dispute of warranty claims and action plans to address warranty issues
• Support as appropriate with audits of JCI plants by customers

Experience For Account Support Specialist Resume

• Participate in internal (SDT meetings, regional account meetings) and external (customer, trade shows, conferences) meetings as appropriate
• Products, solutions, and software that help feed the world, keep people healthy and preserve the world's resources
• Own any customer issue that is brought to the table for resolution by employer. Manage resolution in a timely manner and provide status to all appropriate parties when resolved, including a summary of root cause, countermeasures and next steps
• Provide education and guidance about programs and resources available as part of the Client’s benefit plans, including mycigna.com, wellness and discount programs, health savings account and pharmacy
• Deliver lunch and learn sessions on Cigna's programs and services offered and/or meet with Employee Services team periodically to train and answer questions related to trending issues and/or provide updates to the team on Cigna processes/products
• Assist in arranging case manager (or other appropriate Cigna resource) for customer with complicated medical conditions or technical/non-clinical needs
• Research, analyze, and track customer call/claim inquiries from employees. Communicate outcome and next step directly to employees with cc to employee’s HR when appropriate

List of Typical Skills For an Account Support Specialist Resume

Skills for key account support specialist resume.

• Superb interpersonal communication and presentation skills
• Being extremely proactive, organized, responsible, and having the proven ability to work well with a team
• Experience using DoubleClick for Publishers, Campaign Manager, Data Transfer, AdWords or other online advertising reporting systems
• One year experience working Sprint's products and services
• Strong proficiency in the Microsoft Office suite including but not limited to Word, Excel, and PowerPoint
• Experience of sales support / account management / client servicing in a B2B environment
• Provide a highly personalized member experience dedicated to educating Employers, Brokers and members on coverage and the tools and resources available to them
• Account Management experience is required

Skills For Senior Account Support Specialist Resume

• Experience and job knowledge to resolve customer inquiries and problems and non-routine matters
• Previous Implementation, Vendor Management, or Customer Service experience
• Are well organized, focused and demonstrate the ability to meet deadlines
• One (1) to two (2) years’ experience in a customer service environment
• Strong professional able to successfully work with all levels of management and different personalities

Skills For National Account Support Specialist Resume

• Previous account management experience
• Strong support to the Account Management Team on a day-to-day basis
• Invoicing and tracking of payments and reports
• Understanding of and ability to work in a Customer focused environment
• Leading content requests (description, price, or geography) from LPS and / or partners
• Focal point for identifying potential inventory problems and communicating problems to sales managers and production planning group
• Knowledge of health care billing and claims processing
• Enjoy critical thinking and problem solving

Skills For Major Account Support Specialist Resume

• Practical understanding of the sales accounting process and the use of purchase orders, credit/debit memos, and invoices
• Revenue analysis and market trending
• Gatekeeper for new prospects (monitoring vendor in-box)
• Maintain marketing/communications for customers
• Customer support for purchasing site
• Address and negotiate large inventory shortages or delays with customers offering alternate solutions

Skills For Client Account Support Specialist Resume

• Are focused on providing exceptional customer service to both internal and external customers
• Proficient knowledge of healthcare, underwriting and managed care products
• Take on additional tasks as assigned and still is productive and supportive to the team, clients and the incoming volume
• Maintain a high level of working knowledge about Cigna's customers and products
• Practical understanding of terms and conditions, and accounts receivable
• Ensures understanding of customer’s business processes, issues and requirements
• Enter documents into the document imaging system

Skills For Local Account Support Specialist Resume

• Foster a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations
• Outbound phone outreach to customers to onboard and familiarize them with their account benefits
• Achieve set account activation targets
• Manage projects for entire department
• Contract management support - Keep track of contract renewal and term dates
• Event coordination for R4 and Summer Conference

Skills For Business Account Support Specialist Resume

• Is familiar with retirement solutions and FIS‘ retirement solutions
• Provide customer support of accounts with up to $50 million in sales revenue
• Work autonomously in a fast-paced, energetic environment
• Respectfully challenge internal and external parties when necessary
• Lead partnership meetings to review relevant data with key customers and develop action plans to address issues and opportunities
• Develop inside sales representation to maintain and improve customer relationships

Skills For Corporate Account Support Specialist Resume

• Provide clear, concise instruction to manufacturing and production planning regarding the specific detail of promotions, new items, new customer qualifications, innovation project requirements, etc
• Onboard new accounts in partnership with Commercial Account Manager
• Coordinate and process daily customer orders to ensure total customer satisfaction and on –time delivery
• Coordinate/communicate with key account managers and customers on promotion status, inventory questions, production dates, and shipment information
• Investigate late deliveries and inform customer of delivery status

Skills For AM, Jpms Omni Account Support Specialist Resume

• Monitor aged inventory and work with sales managers to obtain disposition
• Generate project related quotations and billings
• Manage and take ownership of a 90-day sales forecast based on customer inputs and historical data
• Knowledge of company's functional structure to research and coordinate customer request
• Are attentive to details
• Able to multitask in order to efficiently meet deadlines
• Educate customers on services and benefits
• Maintain a professional and positive imagine to internal and external customers

Skills For Account Support Specialist Resume

• Delineate complex service and benefit issues
• Judge severity of issues and handle, refer, or delegate complex questions, issues, and problems to appropriate resources on a wide range of products
• Match communication materials to clients needs
• Coordinate services efficiently in order to meet the needs of our customers
• Make sound decisions, based on their own judgment experience. Make sound business decisions based on the needs of the client to insure ability to meet and exceed client expectation
• Experience in the field or in a related area
• Initiate tasks in order to make improvements to current workflows that parallel with Cigna’s mission
• Work as a team member within a larger group
• Attendance at staff meetings and departmental trainings required

List of Typical Responsibilities For an Account Support Specialist Resume

Responsibilities for key account support specialist resume.

• Demonstrates a complete awareness and understanding of the responsibilities and workflows of the various departments within the organization
• Strong knowledge of Cigna benefits, products, and services (HMCM Complete, MotivateMe, LMP, OneGuide, Cigna Telehealth, HSAB, EAP, etc.)
• Prioritize and deliver outstanding customer service, troubleshooting and resolving issues from sales teams and advertisers
• Previous or current healthcare industry experience is required
• Handling content requests (description, price, or geography) from LPS (Lodging Partner Solutions) and / or partners
• Building and managing a wellness champion network
• Assisting with Customer Care issues if follow ups are required
• Assisting with GCO (Global Customer Operations) issues if follow-ups are required

Responsibilities For Senior Account Support Specialist Resume

• Managing specific instrument configurations, technical requirements, and product upgrades
• Facilitation and planning for the monthly Serco onsite campaigns and engagement activities
• Office hours set aside each day/week for responding to concierge-type questions
• Conduct training and/or communication of initiatives to customer property level stakeholders
• Assist in arranging case manager (or other appropriate Cigna resource) for customers with complicated medical conditions or technical/non-clinical needs
• Support UniFirst locations and AE’s to resolve account issues
• Download / receive & process prototype / special / international orders
• Create manual invoices and export orders as required; prepare offline invoices as needed
• Act as point of contact for supply chain / demand planning / finance to support customer account teams with forecast process (input orders, confirm orders, respond to variance, and elevate to account lead as issues arise for resolution)

Responsibilities For National Account Support Specialist Resume

• Establish and maintain deep connections with the OneGuide team in order to delegate issues appropriately, but also to maintain a feedback loop to report status back to the employee and or HR in a timely, clear and accurate manner
• Pivot seamlessly from customer interaction to client level updates and communication/coordination
• Demonstrated background in navigating Cigna's various matrix partners to triage inbound Cigna issues from the customer (ie – Dental, DME, Eligibility, Appeals, HSAB, Incentives)
• Demonstrate the ability to handle, refer, or delegate complex questions, issues, and problems to appropriate resources on a wide range of products as they relate to the assigned book of business
• Work in partnership with the Client Service Teams, Implementation Team and the client in supporting and directly participating in the implementation meetings and process, meeting all target dates and customer expectations
• Monitor the ongoing service for assigned customers, and ensure that they are able to resolve problems effectively and on a timely basis through appropriate channels
• Partner with the Health Solutions SME and the Account Management team in the development of client specific strategies and in the pursuit of growth opportunities
• Develop strong working relationships with key customer contacts, Account Management team members, and internal matrix partners

Responsibilities For Major Account Support Specialist Resume

• Provide a high level of expertise with knowledge of products and accounts in relation to the assigned book of business
• Supports communication of various client and product centric materials (customized and standard) to proactively educate customers through various communication methods including electronic and direct customer presentation when requested
• Identify internal procedures that adversely affect customer satisfaction and work with internal areas to build consensus and to initiate improvements
• In partnership with sales team and underwriting units, obtains benefit confirmation and renewal decision from client to ensure call, claim, and access to care readiness by effective date through transmittal process
• Internal Liaison to a team of subject matter experts (i.e., eligibility, billing, implementation, claim, reporting) within Cigna execute overall service strategy for customer
• Actively participates in strategy calls with internal matrix partners, client/consultant presentations and market events
• Supports RFI/RFP process to ensure the quality requested and that responses represent a best in class response
• Participates in staff meetings and in-service seminars

Responsibilities For Client Account Support Specialist Resume

• Completes additional tasks and projects as assigned
• Completing legal and credit line documentation requirements and administrative follow-ups such as addendum approvals and credit approvals, limit increases, and reconciliations
• Managing content requests (description, price, or geography) from Supply Teams and / or partners
• Proficiency in Microsoft Word, Excel, PowerPoint, and database software
• Proactively identifies service trends through CMS, Call Center and claim tracking reports that address customer specific needs to improve the customer service experience
• Provide education and guidance about programs and resources available as part of Client’s benefit plans, including wellness and discount programs, mycigna.com, Health Savings Account and pharmacy

Responsibilities For Local Account Support Specialist Resume

• Deliver lunch and learn sessions on Cigna's programs and services offered
• Meet with Employee Services team periodically to train and answer questions related to trending issues and/or provide updates to the team on Cigna processes/products
• Research, analyze, and track customer call/claim inquiries from employees and employer(s)/broker. Communicate outcome and next steps as appropriate
• Service customers across all medical platforms and products (as well as pharmacy, dental, and behavioral health, as needed)
• For ONE GUIDE ACCOUNTS: Establish and maintain deep connections with the OneGuide team in order to delegate issues appropriately and to maintain a feedback loop to report status back to the employee and or HR in a timely, clear and accurate manner
• Communications: coordinate and distribute communications to all or specific clients pertaining to outage notifications, General Product Information, Annual Transition
• Manage Inventory across fulfillment vendors, including ensuring distribution of reporting and usage assessments and re-order recommendations
• Manage reorder and reprint materials process including quote entry and approval, new production order creation and management, proof approvals and status reports

Responsibilities For Business Account Support Specialist Resume

• Contribute to the development of internal products and processes, including developing documentation and training materials
• Work with card production team to ensure smooth operations for production of materials and fulfillment
• Manage daily fulfillment needs, including review and approval of fulfilment files, point of contact for card production team on fulfillment issues as they arise, reporting on fulfillment SLAs, assisting Account Manager with annual transition needs as needed
• Support Account Management Team on ticket escalations; provide assistance to the retail operations group for open escalations, reporting as needed
• Engage with cross-functional partners to resolve issues
• Manage sales and customer inquiries by live chat, tickets, and other channels
• Work directly with large advertisers as well as internal sales teams

Responsibilities For Corporate Account Support Specialist Resume

• Awareness campaigns/actions to increase participation in the onsite campaigns and MotivateMe activities as well as OneGuide
• Referral source for all of Serco’s programs
• Facilitation of onsite seminars or webinars for the EAP program
• Act as the “eyes and ears” for the HR Department to understand the motivations of the employees as well as the barriers to engagement
• Act as a liaison/point of contact for Avendra “value” Accounts, as assigned
• In collaboration with Account Manager, act as trusted advisor and program expert between Avendra and management company decision makers and hotel property level staff
• Complete assigned tasks related to Growth Accounts, including managing production and tracking of New Item Request forms (NIR’s) with customer Units and suppliers
• Prioritize and manage projects and initiatives, as assigned. This includes, but is not limited to, researching purchasing history, analyzing data and recommending alternative products to deliver the best value and cost reductions, and issue resolution, as assigned

Responsibilities For AM, Jpms Omni Account Support Specialist Resume

• Miscellaneous Ad hoc projects / Run various reports as needed / Lost Account Process / PO updates
• OnBase Invoices / COI’s / Tax Exempt Forms / Enrollment Forms/Bank & Trade References
• In a professional environment in a service or operational support role
• Return incomplete/inaccurate documents
• Price Increases / Seasonal Changes
• Monitor & complete emails from Shared Boxes
• Process Amendment / Renewals

Responsibilities For Account Support Specialist Resume

• Profile Updates (US, CAN, Sub's)
• Bachelors in Business or related field
• High competency in Microsoft Excel and Word
• Process driven with the ability and desire to think and work outside the box
• Agriculture Industry knowledge highly desired
• Up to 25% travel in GA to clients local facilities is anticipated
• Utilize the Fiserv Signature core banking system, multiple image systems, and the Customer Service platform to process interest adjustment requests, audit confirmations, deceased account discovery/reporting, and verification of deposits

Related to Account Support Specialist Resume Samples

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• Elektrostal', Moscow Oblast, Russia

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Geographic coordinates of Elektrostal, Moscow Oblast, Russia

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Coordinates of Elektrostal in decimal degrees

Coordinates of elektrostal in degrees and decimal minutes, utm coordinates of elektrostal, geographic coordinate systems.

WGS 84 coordinate reference system is the latest revision of the World Geodetic System, which is used in mapping and navigation, including GPS satellite navigation system (the Global Positioning System).

Geographic coordinates (latitude and longitude) define a position on the Earth’s surface. Coordinates are angular units. The canonical form of latitude and longitude representation uses degrees (°), minutes (′), and seconds (″). GPS systems widely use coordinates in degrees and decimal minutes, or in decimal degrees.

Latitude varies from −90° to 90°. The latitude of the Equator is 0°; the latitude of the South Pole is −90°; the latitude of the North Pole is 90°. Positive latitude values correspond to the geographic locations north of the Equator (abbrev. N). Negative latitude values correspond to the geographic locations south of the Equator (abbrev. S).

Longitude is counted from the prime meridian ( IERS Reference Meridian for WGS 84) and varies from −180° to 180°. Positive longitude values correspond to the geographic locations east of the prime meridian (abbrev. E). Negative longitude values correspond to the geographic locations west of the prime meridian (abbrev. W).

UTM or Universal Transverse Mercator coordinate system divides the Earth’s surface into 60 longitudinal zones. The coordinates of a location within each zone are defined as a planar coordinate pair related to the intersection of the equator and the zone’s central meridian, and measured in meters.

Elevation above sea level is a measure of a geographic location’s height. We are using the global digital elevation model GTOPO30 .

Elektrostal , Moscow Oblast, Russia