Disbursement Underwriter

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 $48,000 - $52,000. 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