Reviewer sales vs underwriting consultant

Differences between reviewer sales and underwriting consultant duties and responsibilities

Reviewer sales example responsibilities.

• Create and lead staff development sessions on solution selling techniques/running effective promotions/POS execution/trade math.
• Participate in meetings with inter agencies and other entities as appropriate to facilitate and enhance the Medicaid eligibility determination process.
• Confirm all medical documentation/testing qualifies by the diagnosis (ICD-9 codes), HCPS codes, etc.
• Solicit customers by upselling, advertising company-base credit accounts, and offering customize options.

Underwriting consultant example responsibilities.

• Risk assessment to achieve profitability on assign book of business through renewal calculations and RFP responses.
• Provide evidence and assurance that the credit quality of the portfolio remains within standards establish by senior management.
• Review lender appeals to determine if the documentation provide cures the deficiencies.
• Direct responsibility for monitoring and auditing lending activity and loan portfolio to ensure compliance with regulations.
• Review of appeals; concluding and processing the finalization; communicating the adjustments to the original underwriter for educational purposes.
• Monitor performance, to include turn-times, productivity, volume, QC audits on a daily basis.
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