Risk Evaluation Specialist

4 weeks ago


Charlotte, North Carolina, United States CPI Security Full time
Job Overview

CPI Security is seeking a highly skilled Underwriting Representative to join our team. As an Underwriting Representative, you will play a crucial role in the evaluation and analysis of sales for new and existing customers.

Key Responsibilities:

  • Assess information provided in contracts, quotes, credit reports, homeownership, and additional documentation to provide approval on sales.
  • Facilitate the onboarding of customer accounts in the CPI systems.
  • Maintain a high level of accuracy and efficiency in the verification of data within monitoring systems to meet departmental goals and requirements.
  • Review escalated credit reports to provide guidance and enforcement on expected sales requirements.
  • Process underwriting and new sale queues within strict and urgent deadlines.

Requirements:

  • Familiarity with underwriting guidelines and principles.
  • Strong analytical and decision-making skills.
  • Attention to detail and the ability to work with a high level of accuracy.
  • Maintain a high level of product knowledge, including current product features and specifications, corporate promotions, pricing, and discounts.
  • Proficiency in evaluating credit reports (personal and Dunn & Bradstreet) for both residential and commercial customers.
  • Self-motivated and able to take initiative to complete work in a highly accurate manner, within established timelines, guidelines, and standards.

About CPI Security:

CPI Security provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type.



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