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Underwriting Assistant (Internal Only)

Aqua Finance, Inc.
Wausau, WI Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/1/2025

The Underwriting Assistant is responsible for the verification of customer contracts prior to or after funding. They will take inbound phone calls and forward them to the appropriate team as well as completing any administrative duties.

Essential Functions

  • Greets customers by phone in a timely, friendly, and professional manner
  • Collect all necessary information to accurately note accounts and applications
  • Ensure timely verification of contracts in support of company objectives
  • Ability to recognize problems and effectively communicate to the proper team for resolution

Required Education and Experience

  • High School Diploma or GED equivalent required
  • 2 years of experience in Credit, Customer Service, or related work experience, required
  • Financial industry experience preferred
  • Attention to detail and accuracy required
  • Excellent verbal and written communication skills required
  • Proficient in the utilization of Microsoft Office Suite
  • Ability to thrive in a fast paced work environment
  • Evening and weekend hours will be required and will be determined by team needs and business requirements
  • Physical Demands

    While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds.

    This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time.

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