Join our Talent Network
Skip to main content

Underwriting Coordinator

Location: Temecula, CA, United States
Date Posted:

Share:
Save Job Saved

Description

Competitive Hourly Pay $19 to $21/hr + Benefits      
We offer an extensive benefits package which includes:       
  • Medical Insurance
  • Dental Insurance
  • Vision Care Insurance
  • 401K
  • Medical Reimbursement Accounts (HSA & FSA)
  • Employee Assistance Program
  • Paid Time-Off
   
   
POSITION SUMMARY:     
The Underwriting Coordinator focuses on the front-end (pre-install) submission and securing financing for all projects. The Underwriting Coordinator processes finance documents for all of Freedom Forever’s solar projects, regardless of the finance company. This position is responsible for the efficient handling of work orders, submission of stipulations, and improving the productivity of other departments by coordinating all front-end interaction with Freedom Forever’s finance partners.       
     
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:     
  • Working with Finance Companies to submit documents and verify customer and system specifications   
  • Answer all incoming phone calls from customers in a timely manner   
  • Confirm data accuracy in documents, finance portals and invoices   
  • Remain up to date with Project stages and statuses    
  • Follow up on aging projects and maintain secure financing through extensions, project progress, and interaction with finance partners   
  • Provide updates to Operations, sales and customer records to reflect project statuses   
  • Contact clients to obtain missing information or answer queries   
  • Dispatch Service calls per customer requests   
  • Communicate important project information between finance partners, sales, and operations   
  • Communicate important feedback from customers to management   
  • Ensure processing targets are met and report any deviations   
  • Provide support to Sales Support and Dealer Partners to help reach the team’s objectives   
  • Dealing with and responding to high volumes of emails   
  • Other duties as assigned   
     
QUALIFICATION REQUIREMENTS:     
     
Education & Certifications:     
  • High Diploma or GED   
   
     
Experience:     
  • Proven work experience as an administrator or Sales support agent   
   
     
Knowledge, Skills & Abilities:     
  • High organizational skills and ability to manage a number of projects at the same time   
  • Hands-on experience with MS Office (MS Excel in particular)   
  • Excellent organizational and multitasking skills   
  • A team player with a high level of dedication   
  • Ability to work under strict deadlines   
  • Ability to prioritize own workload   
  • Strong communication and customer service skills   
  • Must be detail-oriented   
  • High organizational skills and ability to manage several projects at the same time   
  • Hands-on experience with MS Office (MS Excel in particular)   
  • Excellent organizational and multitasking skills   
  • A team player with a high level of dedication   
  • Ability to work under strict deadlines   
  • Ability to prioritize own workload   
  • Strong communication and customer service skills   
  • Must be detail-oriented   
     
Special Skills & Training:     
     
     
PHYSICAL DEMANDS AND ABILITIES     
  • Regularly spend long hours sitting and using office equipment and computers   
  • Regularly move from sitting to standing positions effortlessly   
  • Regularly spend long hours in intense concentration reviewing and entering financial information into a computer   
  • Regularly use hands and fingers to handle, control or feel objects   
  • Regularly see details of objects that are less than a few feet away   
  • Regularly speak clearly so listeners can understand   
  • Regularly understand the speech of another person   
  • Frequently work  on projects that require deadlines   
  • Frequently bend to file and maintain files   
  • Occasionally lift 5-10 pounds   
     
TRAVEL REQUIREMENTS (Employee is required to travel for business purposes, not including commute to and from work.)      
     
If required to travel, must have a valid Driver's License/Insurance and the ability to drive a personal vehicle to different sites.     
   

Freedom Forever is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.      
    
Job located in CA, not seeking remote employees.    
   
Share: