About the job
Embrace a New Opportunity as an Underwriting Specialist!
About the Role:
At 8am, we are in search of a meticulous and quality-focused Underwriting Specialist to enhance our Operations Team! In this role, you will play a crucial part in supporting the influx of accounts we receive each month.
About Us:
8am is dedicated to empowering professionals to achieve their best. Our mission is to provide innovative, reliable technology that delivers exceptional outcomes for clients and remarkable financial success for businesses. We are proud to offer tailored solutions that streamline operations, ensure compliance, and drive profitable growth, enabling professionals to concentrate on their clients and focus on meaningful work.
Established in 2005, 8am™ (formerly AffiniPay) is a leading platform designed to help legal, accounting, and other client-centric professionals operate more effectively and profitably. With over 250,000 professionals across the U.S. relying on us to enhance their workflow, serve clients efficiently, and unlock their potential, we have been recognized by Inc 5000 as one of the fastest-growing companies in the U.S. for 13 consecutive years. As a result, our teams continue to expand!
What You'll Do:
- Utilize independent judgment for account verifications and approvals, crucial for the business's continued growth (preventing fraudulent accounts is vital to avoid significant financial losses).
- Exhibit strong attention to detail when assessing new client account information.
- Collaborate with other departments to safeguard the company against fraud.
- Manage the independent onboarding, review, and approval of new accounts.
- Establish initial account limits based on thorough reviews, coordinating with Risk for necessary adjustments.
- Identify potential fraudulent accounts and promptly alert management when necessary.
- Work closely with fellow Underwriting team members to optimize efficiency.
- Pay special attention to account management during the last day of each month to support business growth.
- Perform customer account maintenance as required.
- Maintain a positive, proactive attitude during peak periods.

