Disbursement Underwriter (REMOTE)

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Disbursement Underwriter. Reporting to the Inforce Processing Team, the Disbursement Underwriter is responsible for reviewing and approving disbursement ACH requests. As a Disbursement Underwriter, you’ll play an important role in helping us protect our customers and our business. In this position, you’ll review disbursement requests to ensure they’re accurate, legitimate, and meet our policies, so funds are released safely and responsibly. Your work helps prevent fraud and reduce risk, while also supporting a smooth and positive experience for our customers. You’ll use strong attention to detail and sound judgment to make informed decisions, balancing careful risk management with timely processing. This role is a great fit if you enjoy problem-solving, working with data, and being part of a team that values both security and customer experience. What You’ll Be Doing The Disbursement Underwriter uses the following steps to validate a client account: Utilize the DRP tool, which allows you to see debit and credit history in any site including HM, SOC, NOC & LPL Review AWD to confirm if money was ever sent to/received from the account Confirm in AWD if we received a contribution check from requested account Validate original Medallion Signature Guarantee, if available Call rep of record to confirm they personally spoke with the client in person or over phone regarding request Call client using the phone number on the application A check is mailed to the client’s address if the account cannot be verified This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer ‑ focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary range for this position is %2448,000 - %2452,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is looking for a Disbursement Underwriter. Reporting to the Inforce Processing Team, the Disbursement Underwriter is responsible for reviewing and approving disbursement ACH requests. As a Disbursement Underwriter, you’ll play an important role in helping us protect our customers and our business. In this position, you’ll review disbursement requests to ensure they’re accurate, legitimate, and meet our policies, so funds are released safely and responsibly. Your work helps prevent fraud and reduce risk, while also supporting a smooth and positive experience for our customers. You’ll use strong attention to detail and sound judgment to make informed decisions, balancing careful risk management with timely processing. This role is a great fit if you enjoy problem-solving, working with data, and being part of a team that values both security and customer experience. What You’ll Be Doing The Disbursement Underwriter uses the following steps to validate a client account: Utilize the DRP tool, which allows you to see debit and credit history in any site including HM, SOC, NOC & LPL Review AWD to confirm if money was ever sent to/received from the account Confirm in AWD if we received a contribution check from requested account Validate original Medallion Signature Guarantee, if available Call rep of record to confirm they personally spoke with the client in person or over phone regarding request Call client using the phone number on the application A check is mailed to the client’s address if the account cannot be verified This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer ‑ focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary range for this position is %2448,000 - %2452,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring Required Qualifications: HS Diploma or equivalent 1+ years of experience in customer service or fraud prevention Demonstrated analytical and critical thinking skills with the ability to assess risk and make sound decisions Experience reviewing financial transactions or policy related transactions Ability to interpret and apply company policies, procedures and regulatory requirements Ability to work independently while collaborating effectively within a team environment Ability to escalate potential fraud concerns when appropriate Preferred Qualifications: Associates Degree or higher Skills Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more . ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] . What You Will Bring Required Qualifications: HS Diploma or equivalent 1+ years of experience in customer service or fraud prevention Demonstrated analytical and critical thinking skills with the ability to assess risk and make sound decisions Experience reviewing financial transactions or policy related transactions Ability to interpret and apply company policies, procedures and regulatory requirements Ability to work independently while collaborating effectively within a team environment Ability to escalate potential fraud concerns when appropriate Preferred Qualifications: Associates Degree or higher Skills Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more . ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] .

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