Part-time Operations Underwriter

OTR Solutions, LLC; Roswell (GA); On-site; USD 30,000 - 39,000; Part time

Job summary

OTR Solutions, LLC in Georgia is seeking a part-time Operations Underwriter to handle daily underwriting tasks, review applications, and update client information.

You will collaborate with Underwriting, Finance, and Operations, perform analyses per guidelines, prepare UCC filings, and support buyouts by verifying pay status on open receivables.

Qualifications

• Bachelor's degree in Business or related field required.
• Exceptional communication, organizational, and problem-solving skills.
• Team player with multi-tasking and prioritizing abilities.
• Strong analytical skills and good judgment.

Responsibilities

• Review client accounts by addressing and facilitating business changes such as ownership transitions, bank alterations, and name updates.
• Perform analysis using standard Underwriting guidelines and policies in place.
• Maintain and update all preliminary client data and files while effectively managing portfolios.
• Communicate with outside vendors like banks, equipment finance companies and other factoring companies.
• Collaborate with Underwriting, Finance, Operations, and other departments to ensure we are bringing on value clients.
• Prepare a UCC filing for each client in order to secure and validate OTR’s contract.
• Support the team with any active buyouts with a competitor by verifying pay status on all open receivables.

Skills

Communication

Organizational skills

Problem-solving

Team player

Multitasking

Analytical thinking

Judgment

Education

Bachelor's degree in Business or related field

Tools

MS Excel

Job description

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As a Part-time Operations Underwriter, you will be handling daily operational tasks for the Underwriting department. You will be responsible for reviewing and updating the activity of clients for OTR. You will analyze incoming applications and work quickly to update client information.

Responsibilities

• Review client accounts by addressing and facilitating business changes such as ownership transitions, bank alterations, and name updates
• Perform analysis using standard Underwriting guidelines and policies in place
• Maintain and update all preliminary client data and fileswhile effectively managing portfolios
• Communicate with outside vendors like banks, equipment finance companies and other factoring companies
• CollaboratewithUnderwriting, Finance, Operations, andother departments to ensure we are bringing on value clients
• Prepare a UCC filing for each client in order to secure and validate OTR’s contract
• Support the team with any active buyouts with a competitor by verifying pay status on all open receivables

What we look for

• Bachelor’s degree in Business or related field
• Exceptional communication, organizational, and problem-solving skills
• Team player with multi-tasking and prioritizing abilities
• Strong analytical skills and good judgement
• Ability to handle difficult conversations
• Proficiency in MS Excel and related computer knowledge

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer