Underwriter

Revenued; Alexandria (VA); In loco; USD 65.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Health, Vision, and Dental benefits

Generous PTO

Opportunity to work with a smart, pass

Descrizione del lavoro

Revenued in Alexandria, Virginia, is seeking an in-office Underwriter to review and price deals of $1M+ in gross annual revenue. You will rely on Excel and other MS Office tools, analyze financial data, and clearly communicate findings to management and clients.

Key duties include pricing deals, adding stipulations, coordinating with sales, presenting to credit committee, and training junior underwriters. Bachelor's degree preferred; 2-4 years underwriting experience; strong analytical and

Competenze

• Bachelor’s degree in business, accounting, or finance preferred.
• 2-4 years of consumer and/or commercial underwriting required.
• Experience with financial analysis required.
• Experience reviewing and analyzing individual and company credit reports.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint); CRM knowledge desirable.

Mansioni

• Review and price a full range of deals, including $1M+ in gross annual revenue, considering affordability, credit, and risk factors.
• Add required stipulations as appropriate.
• Communicate with sales reps regarding pricing adjustments and required steps.
• Discuss and update on the competitive landscape in terms of pricing and commissions.
• Attend credit committee meetings and provide insights on deal viability.
• Train and support Underwriters.
• Review pricing and evaluation strategies, including deal grading and industry-specific details.
• Perform final review for funding and related documents.

Conoscenze

Analytical skills

Attention to detail

Excel proficiency

Communication skills

Multitasking

Interpersonal skills

Formazione

Bachelor's degree in business, Accounting, or Finance

Strumenti

Salesforce

Descrizione del lavoro

This position is an in-office position, located in Alexandria, Virginia.

About Us

We’re a U.S. based small business funding company headquartered in Alexandria, Virginia. We move fast, act with integrity, and partner with entrepreneurs to help them grow. Our culture values ownership, clear communication, and process excellence.

What we are looking for:

We are seeking an Underwriter to review, research, analyze, and price deals of $1M or greater in gross annual revenue. This role requires strong analytical skills, attention to detail, proficiency with spreadsheet software like Excel, and solid communication abilities to translate complex financial information for management and clients.

Job Duties and Responsibilities:

• Responsible for reviewing and pricing a full range of deals, including $1M+ in gross annual revenue, considering affordability, credit, and numerous risk factors;
• Add required stipulations as appropriate;
• Communicate with sales reps regarding adjustments to pricing and required steps;
• Discuss and update on the competitive landscape both in terms of pricing and commissions;
• Attend all credit committee meetings and provide insight and opinion regarding the viability of a deal;
• Train and support Underwriters.
• Review pricing and evaluation strategies, including deal grading and industry-specific details;
• Perform final review for funding, including review of all documents, research, and bank activity, as directed;
• Participate in quarterly performance reviews, including review of defaults;
• May be required to perform other tasks and duties reasonably related to job responsibilities.

Experience/Knowledge, Skills & Abilities:

• Bachelor’s degree in business, Accounting, or Finance preferred;
• 2-4 years of consumer and/or commercial underwriting required;
• Experience with financial analysis required;
• Experience reviewing and analyzing individual and company credit reports;
• Strong analytical skills;
• Skilled at multi-tasking; able to coordinate, organize, prioritize, and execute responsibilities in the face of conflicting priorities and unexpected situations;
• Fluency with Microsoft Office (Word, Excel, PowerPoint); knowledge of Salesforce or other CRM is desirable; ability to manage multiple software applications;
• Strong interpersonal and relationship-building skills;
• Effective verbal and written communication skills are a must;
• Strong work ethic;
• High level of discretion.

Compensation/Benefits:

• Extremely competitive salary;
• 401(k) with company match;
• Health, Vision, and Dental benefits;
• Generous PTO;
• Opportunity to work with a smart, passionate team.