TM Credit & Collect-T3-II
American Express · Posted Oct 6
Banking, credit card, payment network, and travel services
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About the role
The Underwriting Coordinator (UWC) role sits within American Express's commercial and consumer underwriting process, acting as the key connection between customers and underwriting decisions. The team gathers the financial information and documentation needed to support underwriting while delivering a consultative customer experience in a fast-paced, metric-driven environment. This position guides customers through underwriting requirements and next steps, communicates decisions and available options, and ensures quality, regulatory, and compliance standards are embedded throughout the process.
What you will do
- Guide customers through the underwriting process by providing clear, consultative support and explaining requirements and next steps.
- Collect, review, and accurately document financial information and supporting documentation required for underwriting.
- Communicate underwriting decisions and outcomes professionally, including delivering difficult or sensitive messages when necessary.
- Provide customers with appropriate options and guidance based on the underwriting outcome.
- Manage multiple systems, customer interactions, and workstreams simultaneously while maintaining n
- Meet established customer experience, quality, productivity, and performance expectations.
- Ensure quality, regulatory requirements, internal policies, and compliance standards are consistently embedded throughout the underwriting process.
- Contribute to a collaborative and inclusive team environment focused on delivering strong outcomes for customers and the business.
Skills used in this role
What the employer is looking for
- 2+ years of customer service experience in a financial services or call center environment.
- Comfortable navigating multiple systems while simultaneously interacting with customers.
- Proficient in multitasking and efficiently managing varying account types and work streams.
- Ability to exercise sound judgment and resolve complex customer issues in an ambiguous environment.
- Strong communication skills, including the ability to deliver difficult messages to customers and clients while maintaining positive working relationships.
- Ability to work effectively in a cohesive team environment.
- Intermediate proficiency in the MS Office Suite.
Preferred qualifications
- Highly consultative and self-motivated individual.
- Strong will-to-win and ability to thrive in a metrics-oriented environment.
- Willingness to work in a hybrid role at the service center location.
Benefits and support
- Competitive base salaries
- Bonus incentives
- Support for financial-well-being and retirement
- Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
- Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
- Generous paid parental leave policies (depending on your location)
- Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
- Free and confidential counseling support through our Healthy Minds program
- Career development and training opportunities
About American Express
American Express Company is a globally recognized multinational financial services corporation specializing in payment cards, travel-related services, and network banking. Founded in 1850, the company provides charge and credit cards, expense management products, and merchant services to consumers, small businesses, and large corporations worldwide. It operates a proprietary payments network known for its premium customer engagement and lifestyle rewards programs.
- Industry
- Banking
- Company size
- 76800 employees
- Founded
- 1850-03-18
- Location
- New York City, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Information Officer and Executive Vice President
Chief Colleague Experience Officer
Chief Marketing Officer
Recent coverage
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