• Identify and prospect potential clients through market research, contact lists, social networks and other lead sources; • Use strategic approaches to qualify leads by assessing business potential, needs and interest of prospects; • Schedule and coordinate meetings and product/service demonstrations between qualified leads and members of the sales team; • Build and maintain strong relationships with qualified leads, educating them about the company’s products/services and identifying upselling and cross-selling opportunities; • Work closely with sales representatives to ensure a smooth handoff of qualified leads into the sales process; • Perform regular analysis and reporting on the performance of prospecting and lead qualification activities, identifying opportunities for improvement; • Keep accurate and up-to-date records of all lead interactions in the company CRM system.

Role Description Join our dynamic team as an Auto Underwriter II, where you can work from the comfort of your home. As an Underwriter III in Chase Auto Indirect Originations Underwriting, you will: - Review credit applications and render the appropriate credit decision within credit policy requirements and in compliance with all regulations. - Review policy and/or pricing exceptions and assist in daily operations. - Structure decisions to maximize profit and enhance relationships. - Review and approve automobile applications submitted by our clients, placing an emphasis on response time, quantity of applications processed, and quality of applications approved. - Meet or exceed agreed upon targets for return on equity, volume, conversion ratios, and other business metrics. - Initiate sales calls via telephone, and where appropriate, prepare written follow-up. - Provide prompt, accurate responses to all internal and external customer inquiries. Qualifications - 2+ years of credit experience, with Auto Finance experience. - Experience reviewing credit bureau reports. - Highly skilled in credit decisioning, solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending. - Comprehensive knowledge of indirect loan and lease programs, bank products, and services. - PC literate with a good working knowledge of common application software. - Expert knowledge of credit philosophy and policies, loan documentation, and related legal issues. - Thorough knowledge of the Bank's policies and procedures, as well as its products and their inherent risks. - Superior analytical skills supported by excellent written and verbal communication skills. - Results-oriented with a high level of personal initiative and proven leadership ability. - Demonstrated judgment and ability to act decisively. Requirements - Sales experience preferred. - The hours are Monday-Friday 11am-8pm w/Rotating Saturday's. Benefits - Competitive total rewards package including base salary determined based on the role, experience, skill set and location. - Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. - Comprehensive health care coverage. - On-site health and wellness centers. - Retirement savings plan. - Backup childcare. - Tuition reimbursement. - Mental health support. - Financial coaching and more.

Role Description Join our dynamic team as an Auto Underwriter III, where you can work from the comfort of your home. As an Underwriter III in Chase Auto Indirect Originations Underwriting, you will: - Review policy and pricing exceptions. - Support daily underwriting operations. - Make timely credit decisions that help us serve dealers and customers responsibly. - Structure decisions that balance strong returns with long-term relationship health. - Meet clear expectations for response time, throughput, and decision quality. - Contribute to targets for return on equity, volume, and conversion metrics. - Initiate proactive outreach and provide prompt, accurate responses to inquiries. You will join a team that values collaboration, accountability, and continuous improvement in how we deliver decisions. Job responsibilities: - Review credit applications and render appropriate credit decisions within credit policy requirements and in compliance with all regulations. - Review policy and/or pricing exceptions and assist in daily operations. - Structure decisions to maximize profit and enhance relationships. - Review and approve automobile applications submitted by our clients, emphasizing response time, quantity of applications processed, and quality of applications approved. - Meet or exceed agreed upon targets for return on equity, volume, conversion ratios, and other business metrics. - Initiate sales calls via telephone, and where appropriate, prepare written follow-up. - Provide prompt, accurate responses to all internal and external customer inquiries. Qualifications - 5+ years of credit experience, with Auto Finance experience. - Experience reviewing credit bureau reports. - Highly skilled in credit decisioning, solid understanding of consumer credit and applicable federal and state regulations relative to consumer lending. - Comprehensive knowledge of indirect loan and lease programs, bank products, and services. - PC literate with a good working knowledge of common application software. - Expert knowledge of credit philosophy and policies, loan documentation, and related legal issues. - Thorough knowledge of the Bank's policies and procedures, as well as its products and their inherent risks. - Superior analytical skills supported by excellent written and verbal communication skills. - Results-oriented with a high level of personal initiative and proven leadership ability. - Demonstrated judgment and ability to act decisively. Requirements - Sales experience preferred. - The hours are Monday-Friday 11am-8pm w/Rotating Saturday's. Benefits - Competitive total rewards package including base salary determined based on the role, experience, skill set, and location. - Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. - Comprehensive health care coverage. - On-site health and wellness centers. - Retirement savings plan. - Backup childcare. - Tuition reimbursement. - Mental health support. - Financial coaching and more.

• Provide customer service by obtaining necessary documentation to underwrite the loan • Order third party documentation by communicating directly with the customer and/or loan officer • Assemble the complete loan package in proper order for underwriting • Verify all required documentation in the file • Prepare a loan approval summary, Forms 1008 and 1003 • Communicate directly with the Loan Originator, customer, and underwriter • Review loans for compliance with all mortgage-related regulations • Communicate with various companies to obtain required information • Manage pipeline by completing and submitting reports • Document all communication related to the loan application in the conversation log • Train and help supervise new loan processors and other processing personnel