Underwriting Analyst

Funderial LLC; New York (NY); Hybrid; USD 36,000 - 44,000; Full time

Benefits offered by this job

Bonus pay

Work from home options

In-office training

Job summary

Funderial LLC, located in New York, NY, is seeking a highly motivated Junior Underwriter/Operations Support. This full-time position involves day-to-day operations like data entry and financial document analysis, facilitating communication between sales representatives and partners. The ideal candidate will possess strong communication skills and an associate's or bachelor's degree.

Salary starts from $40,000 per year, with a bonus structure based on experience. The job allows for remote work with in-office training and regular company events.

Qualifications

• At least 1-2 years experience working in finance, sales, or operations.
• Excellent communication skills, both verbal and written.
• High comfort level working in a diverse environment.

Responsibilities

• Work closely with sales representatives to collect and update necessary documents.
• Speak directly with partners to discuss potential clients.
• Accurately record client information within our CRM software.
• Review financial documents for completeness.
• Generate productivity reports for supervisors.

Skills

Communication Skills

Data Management

Financial Documentation Review

Learning Quickly

Collaborative Work

Education

Associate's or Bachelor's Degree

Tools

Salesforce

Five9

Job description

Funderial is seeking a highly motivated, fast learning Junior Underwriter/Operations Support, responsible for day‑to‑day operations including: data entry, collecting and organizing financial 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 a growing company.

Duties and Responsibilities:

• 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 potential 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.

Qualifications:

• 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