Operations Underwriter – FinTech Finance & Data Insights

OTR Solutions, LLC; Roswell (GA); Presencial; USD 55 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Certifications

Certification Bonus

Company bonus programs

Pet Insurance

Fully Paid Maternity Leave

401(k) with Company Matching

Generous PTO

Travel Stipend

Leadership Development

Continuous Learning

Weekly Catered Lunches

Company Fitness Membership

Volunteer Days

Inclusion programs

Resumo da oferta

OTR Solutions, LLC, a fast-growing FinTech company in Georgia, seeks an Operations Underwriter to manage daily underwriting tasks and client data updates. You will review applications, apply underwriting guidelines, and collaborate across departments to bring on value clients.

Responsibilities include updating client data, preparing UCC filings, communicating with banks and other partners, and supporting buyouts while maintaining accuracy and speed in a dynamic environment.

Qualificações

• Bachelor's degree in Business or related field required.
• Excellent communication, organizational and problem-solving abilities.
• Team player with multitasking and prioritizing skills.
• Strong analytical skills and good judgement.
• Ability to handle difficult conversations.
• MS Excel proficiency required.

Responsabilidades

• Review client accounts and facilitate business changes (ownership, bank changes, name updates).
• Analyze using underwriting guidelines and policies.
• Maintain and update preliminary client data and files; manage portfolios.
• Communicate with banks, equipment finance companies and other factoring firms.
• Collaborate with Underwriting, Finance, Operations and other departments to bring on value clients.
• Prepare a UCC filing for each client to secure and validate contracts.
• Support buyouts with competitor pay status verifications on open receivables.

Conhecimentos

Bachelor's in Business or related

Exceptional communication

Organizational skills

Problem solving

Team player

Multi-tasking

Prioritizing

Strong analytical skills

Good judgement

Handling difficult conversations

MS Excel proficiency

Formação académica

Bachelor's degree in Business or related field

Ferramentas

MS Excel

Descrição da oferta de emprego

OTR Solutions, LLC, a fast-growing FinTech company in Georgia, seeks an Operations Underwriter to manage daily underwriting tasks and client data updates. You will review applications, apply underwriting guidelines, and collaborate across departments to bring on value clients.

Responsibilities include updating client data, preparing UCC filings, communicating with banks and other partners, and supporting buyouts while maintaining accuracy and speed in a dynamic environment.