Account Administrator

16 hours ago


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

CPI Security is seeking a highly skilled and detail-oriented New Account Administrator to join our team. As a key member of our underwriting team, you will play a crucial role in evaluating and analyzing sales for new and existing customers.

Key Responsibilities:

  • Assess sales information provided in contracts, quotes, credit reports, and other documentation to ensure accuracy and compliance.
  • Facilitate the onboarding of customer accounts in our CPI systems, ensuring seamless integration and efficient processing.
  • Maintain a high level of accuracy and efficiency in data verification within monitoring systems, meeting departmental goals and requirements.
  • Develop a comprehensive understanding of CPI policies and consistently apply them in the analysis and judgment of sales approvals and denials.
  • Collaborate with team members to resolve issues related to underwriting decisions and provide clear communication of underwriting decisions to relevant parties.
  • Process underwriting and new sale queues within strict and urgent deadlines, ensuring timely activation of approved sales.
  • Review escalated credit reports to provide guidance and enforcement on expected sales requirements.
  • Review submitted approval items in a timely manner to ensure successful activation.

Requirements:

  • Familiarity with underwriting guidelines and principles.
  • Strong analytical and decision-making skills.
  • Attention to detail and ability to work with a high level of accuracy.
  • Demonstrate malleability and aptitude to learn, process, and effectively implement new policies and procedures.
  • Professionalism and courteousness in handling internal and customer inquiries.
  • Proficiency in evaluating credit reports (personal and Dunn & Bradstreet) for residential and commercial customers.
  • Proficiency in evaluating home ownership records.
  • Self-motivation and ability to take initiative to complete work in a highly accurate manner, within established timelines, guidelines, and standards.

Preferred Qualifications:

  • High school diploma required, some college preferred.
  • Up to two years of previous underwriting experience preferred.
  • Previous call center experience preferred.

CPI Security is an equal opportunity employer and prohibits discrimination and harassment of any type. We are committed to providing equal employment opportunities without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression.



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