MS
Morgan StanleyPrivate Credit, Underwriting, Analyst/Associate
Vice President role involving due diligence and financial modeling at Morgan Stanley. Collaborating with teams to assist in credit investment activities for diverse portfolios.
About the role
- Responsible for supporting the underwriting team by gathering, verifying, and organizing data from policyholder applications, financial records, and other supporting documents
- Collect, review, and process financial records and other documentation needed for the underwriting process
- Assist in gathering additional information at the request of underwriting partners
- Organize and maintain client files, ensuring that all required documentation is accurate, complete, and up to date
- Support the underwriting team with administrative tasks, such as document organization and report preparation
- Collaborate with agency partners to collect compliance documents and address inquiries from agencies and insureds
- Assess risk by accurately completing Amerisure’s underwriting risk assessment tools
- Recognize discrepancies or missing information in applications and take steps to address and resolve the issues
- Maintain accurate records of data
- Assist the underwriting team with administrative duties, including document organization and report preparation
- Learn and adhere to underwriting guidelines and procedures
Requirements
- High school diploma or GED
- Experience in the insurance industry, financial services, customer service or administration, preferred
- Excellent problem-solving skills and attention to detail
- Excellent organizational skills, including ability to multi-task and prioritize workload
- Excellent verbal and written communication skills with the ability to interact with internal and external customers
- Proficient computer skills required including Microsoft Office Suite
- Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail
- Excellent customer service skills
- Ability to travel occasionally, less than 5%
Benefits
- Comprehensive health and welfare benefits
- 401(k) savings plan with profit sharing
- Generous paid time off programs
- Flexible work arrangements to promote work-life balance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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