Underwriting Analyst

Funderial is seeking a highly motivated, fast learning Junior Underwriter/Operations Support, responsible for day-to-day operations including: data entry, collecting and organizingfinancial documents, analysis of financial documents, acting as a liaison between sales representatives, ISO Partners, and lending partners, using our CRM software, providing accurate reports for Upper Management, and improving the overall functionality and processes for agrowing company.

• Coordination
  - Work closely with sales representatives to collect all necessary documents and make sure they are being updated appropriately
• Communication
  - Speak directly with our partners via email or phone to discuss potentialpotential clients and information needed for review of approval
• Data Entry
  - Accurately record all client information within our CRM software to ensure best possible data management
• Financial
  - Review financial documents for completeness and pre-qualify clients for submission
• Reporting
  - Generate reports for Supervisors to view and analyze productivity
• Learning
  - Quickly learn the business practices and procedures
• Improve
  - Help improve and streamline the operational system

• Associate's or Bachelor's Degree
• At least 1-2 years experience working in finance, sales, or operations
• Ability to learn quickly, including CRM software such as Salesforce and Five9
• Excellent communication skills, both verbal and written
• Knowledge of finance, business, and sales
• Open to collaborative work styles
• Committed to getting the job done correctly
• Ability to view situations from different perspectives
• High comfort level working in a diverse environment
• Excels at operating in a fast paced work environment
• Salaries and Bonus based on Experience and discussed during interview.
• Funderial is a equal Opportunity
  
  Employer:
  
  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin veteran or disability status
• Funderial is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Funderial will not tolerate discrimination or harassment based on any of these characteristics.

Job Type: Full-time

Salary:
From $40,000.00 per year

Schedule:

Day shift, Monday to Friday

Supplemental pay types:
Bonus pay

Work Remotely: Work from home with in office training and regular company events