Job Type: Full-Time (Monday – Friday)
About Us:
We are a growing financial services company dedicated to providing businesses with the funding solutions they need to thrive. Our team values professionalism, efficiency, and client satisfaction, and we are looking for motivated individual to join our dynamic environment.
Position Overview:
We are seeking a Junior Underwriter to join our underwriting department. The ideal candidate will review, analyze, and verify financial documentation. You will work closely with senior underwriters and sales teams to ensure accuracy and compliance throughout the process.
Responsibilities:
Download and upload records and documentation into the CRM
Review and analyze financial documents, bank statements, and business information
Assess risk and determine eligibility based on company guidelines
Collaborate with senior underwriters and internal teams to finalize approvals
Ensure compliance with company policies and industry regulations
Requirements:
Proficiency in Microsoft Office Excel and CRM systems.
College coursework or College degree
Preferred background in accounting, banking, or financial services
Strong analytical and organizational skills
Attention to detail and ability to work in a fast-paced environment
Excellent communication and problem-solving skills
Compensation:
Salary will be discussed during the interview process
