Pre-Underwriting Analyst I

Trevipay; Overland Park (KS); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Paid parental leave

Generous paid time off

Medical, dental, vision, FSA, Life/AD&

Job summary

TreviPay in Overland Park, KS is seeking a Pre-Underwriting Analyst I to coordinate gathering financial documents in line with our Documentation Policy. You will support the Credit & Risk team, maintain customer files, and deliver accurate data with strong analytical skills.

The role emphasizes teamwork, customer service to internal and external partners, and timely execution of reviews. Prior experience in financial services is preferred; multilingual candidates have an advantage.

Qualifications

• Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing role.
• Highly analytical thinking with a drive towards execution and delivering results.
• Strong communication skills, written and oral
• Detailed oriented with strong organizational and prioritization skills required
• Superior knowledge and skills using computers and software packages, particularly Microsoft Word, Excel, PowerPoint, and Outlook
• Multilingual candidates with previous experience in project management or business analysis is a distinct advantage

Responsibilities

• Coordinate gathering of financial documents and other supporting documentation per Documentation Policy.
• Administer, support, and coordinate activities maintaining customer files impacted by policy.
• Facilitate setup of new electronic customer files/folders and establish annual or periodic review cadence.
• Track and report on initiatives, performance results, emerging trends and opportunities to senior management.
• Establish cross-functional partnerships and networks to support cross-functional initiatives.
• Utilize statistical analysis to perform risk, financial, data analyses and QA across portfolios
• Initiate communication with customers to obtain required financial statements, tax returns or other documentation
• Coordinate outreach with Account Management & Clients as needed
• Liaise with Credit & Risk team members to schedule account reviews
• Develop and manage a project management approach to track activity and file maintenance
• Perform periodic audits of customer files to ensure policy adherence

Skills

Analytical thinking

Strong communication

Detail-oriented

Microsoft Office

Team collaboration

Multilingual advantage

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Job description

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation. Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.

As a Pre-Underwriting Analyst I, you'll be responsible for coordinating the gathering of financial documents and other supporting documentation in accordance with the Documentation Policy defined by the Credit & Risk Department. You will administer, support, and coordinate all activities related to maintaining customer files impacted by applicable policy using superior analytical skills. We are looking for an individual that works well in a team environment and can help provide superior customer service to our internal and external customers.

Additional Responsibilities

• Facilitate and lead the effort to setup new electronic customer files/folders and establish the annual or periodic review cadence in accordance with established policy
• Track and report on initiatives, performance results, emerging trends and opportunities to senior management
• Establish cross-functional partnerships and networks in order to support the execute cross-functional and business initiatives
• Utilize statistical analysis to perform risk, financial, data analyses and quality assurance across all portfolios
• Initiate communication (via phone & email) with customers to obtain required financial statements, tax returns or other documentation to support the review process
• Coordinate customer outreach, when needed with Account Management & Clients
• Liaison with the Credit & Risk team members to coordinate and schedule account reviews
• Develop and manage a “project management” styled approach to track account activity and file/folder maintenance to accurately document all activity
• Perform periodic audits of Customer files/folders to ensure adherence to established policy
• Develop and generate progress reports and statements as requested
• Build working relationships with various teams across the organization
• Assist and Lead any back-office support to all internal teams as needed and assist with special projects as assigned

Qualifications

• Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing role
• Highly analytical thinking with a drive towards execution and delivering results
• Strong communication skills, written and oral
• Detailed oriented with strong organizational and prioritization skills required
• Superior knowledge and skills using computers and software packages, particularly Microsoft
• Word, Excel, PowerPoint, and Outlook
• Demonstrated experience with delivering superior customer service
• Multilingual candidates with previous experience in project management or business analysis is a distinct advantage

Why you will love working at TreviPay

• Competitive salary
• Paid parental leave
• Generous paid time off
• Medical, dental, vision, FSA, Life/AD&D, long and short term disability
• 401K matching
• Employee referral program

At TreviPay we believe:

• in saying yes to unique and challenging requirements
• empowered team members are creative team members
• our products make the customer’s day just a little bit better
• work/life balance makes us all more effective

TreviPay is an Equal Opportunity and ... We welcome all veterans and disabled applicants.

Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact [e-mail] to request an accommodation.