Underwriting Sales Support Analyst

About the Role: The Underwriting Sales Support Analyst is responsible for managing all merchant-related requests received from the Underwriting team to ensure the timely and accurate processing and decisioning of applications. This role involves proactively initiating contact with merchants to gather essential documentation required for application reviews, verifying details such as email addresses—particularly when fraud concerns are identified on credit reports—and participating in joint calls with merchants and banking partners to verify bank account information as part of the onboarding and verification process. What You’ll Do: Initiate contact with merchants to collect required documentation for application review. Verify email addresses, especially when fraud concerns are identified on credit reports. Participate in joint calls with merchants and banks to verify bank account information as part of the onboarding and verification process. Review and verify submitted documents in accordance with established guidelines, demonstrating strong attention to detail. Provide exceptional customer service by addressing and resolving inquiries promptly and professionally. Ensure a positive and seamless experience during each merchant interaction. Assist merchants throughout the onboarding process, including verifying email addresses, staged funding, and responsible party details. Respond to merchant inquiries via phone and email with professionalism and clear communication. Collaborate closely with the Sales and Underwriting teams to process applications efficiently and accurately. What We Look For: Proven ability to prioritize and manage multiple deadlines in a fast-paced environment. Strong written and verbal communication skills are necessary for interacting with various parties involved in the application process. Strong organizational skills and attention to detail. High level of professionalism and a strong work ethic. Team-oriented with a proactive approach to assisting colleagues. Self-motivated and adaptable, with a strong ability to learn new processes independently and troubleshoot issues with minimal guidance. Cross-trained in multiple functions and adaptable to shifting priorities. Nice to Have: High school diploma or equivalent; Bachelor's degree preferred. Proficiency in Microsoft Office Suite and internet-based applications. Skilled in handling file transfers and interpreting various file formats. 2–4 years of experience in processing, client services, or a related field. What We Offer You: Competitive salary and stock option plan. 100% paid coverage of medical, dental and vision insurance. Competitive 401(k) Flexible PTO. Opportunities for professional growth and development Paid parental leave. Health & wellness initiatives. Equal Employment Opportunity We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants. #J-18808-Ljbffr Shoptalk