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Underwriting and Account Boarding Specialist
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We are currently seeking a detail-oriented Underwriting and Account Boarding Specialist to join our team in Williamsburg. In this role, you will play a crucial role in ensuring the efficiency and accuracy of our account onboarding and underwriting processes. If you have experience in banking operations and a strong attention to detail, we encourage you to apply.

Key Responsibilities:

  • Facilitate the account opening and onboarding process for new customers, ensuring accurate documentation collection and verification.
  • Support underwriters in assessing risk and compliance by reviewing financial documents, credit reports, and other relevant information.
  • Maintain meticulous records and perform data entry to ensure accurate customer information.
  • Communicate with customers to collect required information and address inquiries related to the onboarding process.
  • Ensure all onboarding processes adhere to banking regulations and compliance standards.
  • Perform quality checks on account boarding and underwriting data to identify discrepancies.
  • Maintain organized and updated records of customer information, account boarding processes, and underwriting assessments.

Location: Williamsburg

Salary: $25-30 Hourly

To apply or for additional information, please email your resume to with the subject line "Underwriting and Account Boarding Specialist Application - Job ID 1638333."

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