Underwriting Assistant

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A Bond Processing Specialist/Underwriting Assistant is a member of the bail agent support team.  The team supports the accurate and timely processing of bail bond and agent transactions, maintenance of agent inventories, and integrity of related system records.

The role coordinates daily workflow, maintains supporting reports and documentation, responds to routine agent inquiries, and provides backup support for selected accounting and administrative activities.

Key Accountabilities/Deliverables:


* Coordinate and monitor daily processing workflow, incoming agent materials, execution reports, and production reporting


* Maintain accurate agent and bond records across accounting and bond-processing systems, including agent setup, transaction entry, review, posting, and corrections for voided, rewritten, or adjusted bonds.


* Record and reconcile agent payment activity.


* Enter and maintain replenishment information for applicable bond systems and books, and assist agents with routine system or bail-processing questions.


* Prepare, review, and maintain execution, open-power, open-liability, and other operational reports; identify and follow up on unreported forfeitures, discharges, and inventory audit matters.


* Maintain required files and correspondence.


* Provide backup coverage for remaining team members.


* Other duties as assigned 

Technical Knowledge and Understanding:


* Working knowledge or ability to learn process flow and data-entry systems. 


* Ability to use Microsoft Office tools (e.g.

Excel, Word, Outlook, Teams, OneNote).  Experience or ability to learn additional tools such as Crystal Reports, ImageRight, Adobe, and any related applications to maintain records, track inventory, and prepare reports.


* Strong problem-solving abilities and attention to detail and accuracy when entering, reviewing, posting, and reconciling transaction and inventory data.


* Effective written and verbal communication skills for responding to agents and coordinating with company personnel.


* Ability to manage recurring deadlines, organize workflow, handle routine troubleshooting, and operate a 10-key adding machine and multi-line telephone system.

Experience:


* Experience with data processing, transaction entry, record maintenance, inventory tracking, or related accounting/administrative work is desirable.


* Strong written and verbal communication skills are essential.


* Proven analytical, decision-making, and problem-solving skills.


* Functional in a highly collaborative environment.


* Ability to work both independently and in a team environment.


* Detail oriented, organized, and able to handle multiple projects and tasks in a rapidly changing environment


* Experience using accounting, reporting, or bond-processing software is beneficial.


* Ability to learn company systems and procedures and provide reliable backup support across related adminis...