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8am (Formerly AffiniPay)

Underwriting Specialist

Reposted 5 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in México
Mid level
Remote
Hiring Remotely in México
Mid level
The Underwriting Specialist will verify accounts, prevent fraud, onboard new accounts, set account limits, and maintain customer accounts while collaborating with the underwriting team.
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It's a new day with a new opportunity at 8am! 

About the role:

8am is looking for a detail-oriented, quality driven Underwriting Specialist to join our Operations Team! As an Underwriting Specialist, you will help support all of 8am's incoming accounts each month!

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

  • Requires independent discretion for account verifications and approvals that help the business continue growing (Fraudulent accounts could result in millions of dollars in losses)
  • Strong attention to detail when reviewing new client account information 
  • Working with other departments to help protect the company against fraud
  • Independently onboarding, reviewing, and approving new accounts
  • Create initial limits for accounts based on account review, work with Risk for adjustments
  • Seeking out accounts that appear to be fraudulent and alerting management when necessary
  • Collaborating with the other Underwriting team members in order to work most efficiently
  • The last day of every month require additional attention to help the business continue to grow
  • Customer account maintenance as needed
  • Possessing positive, can-do attitude during busy times of the month

About you:

  • Bachelor's Degree required
  • 1 year experience with the company preferred
  • Minimum of 5 years work experience preferably in an underwriting capacity
  • “Can-do” attitude that is always willing to go Above and Beyond their every day tasks
  • Strong attention to detail and organizational skills
  • Ability to excel in a collaborative, team environment
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Diversity, equity & inclusion at 8am

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 

Why 8am 

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Security advisory

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up. 

Top Skills

Microsoft Office Suite

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