Underwriting Associate-Marietta, GA (Hybrid)

CAN Capital; Marietta (GA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

CAN Capital, a market leader in small business finance, is seeking an Underwriter Associate in a hybrid role. You will manage the loan application workflow in Salesforce, ensure completed files meet underwriting criteria, and collaborate with cross-functional teams to optimize risk and profitability.

The role requires strong communication, attention to detail, and the ability to work independently in a fast-paced environment. Prior CRM exposure and proficiency with Excel are advantageous.

Qualifications

• AA degree or higher in a business-related discipline preferred.
• CRM experience is a plus but not required.
• Proficiency in Excel, Outlook, and MS Teams.
• Ability to produce high-quality work within SLAs.
• Clear written and verbal communication is essential.
• Ability to work in a hybrid environment.
• Self-motivated with the ability to collaborate across teams.

Responsibilities

• Manage loan application workflow in Salesforce on a first-in, first-out basis.
• Gather accurate, timely information using fact-finding techniques.
• Review required elements to ensure stability of loan offers and assess credit risk.
• Identify missing or incorrect information to complete merchant profiles.
• Process each application, confirming or declining per procedures.
• Ensure a complete checklist for each loan, maintain audit trail.
• Handle pipeline in line with SLAs and communicate issues to leadership.

Skills

CRM experience

Excel

Written & verbal communication

Hybrid work

Attention to detail

Team player

Education

AA degree or higher in business

Tools

Salesforce

MS Teams

Job description

CAN Capital is looking for an Underwriter Associate to join our team!

CAN Capital is a market leader in small business finance with over $7B in small business fundings to over 81,000 businesses. Our Business Underwriters are critical to our business. They help drive company strategy and profitability by making smart merchant credit decisions and mitigating risk while working effectively with cross-functional teams.

The Underwriting Associate manages the loan applications workflow in Salesforce and ensures each loan application meets the completion and accuracy criteria established prior to submitting it for underwriting.

Responsibilities

• Effectively manages application flow in Salesforce on a first-in first-out basis.
• Gathers accurate, timely information, using fact-finding techniques and tools.
• Reviews required elements of a merchant’s application to ensure the stability of CAN’s loan offers related to potential credit risks downstream, in accordance with CAN Capital Operations policies and procedures.
• Identifies missing, incomplete, or off information to ensure a full and complete picture of the merchant.
• Actions each merchant application, correcting merchant information, confirming or declining each application, as defined by procedures.
• Ensures each loan application has a complete checklist.
• Keeps accurate notes on reviewed applications, ensuring a clear audit trail.
• Consistently and efficiently works pipeline of applications meeting SLAs.
• Communicates issues and trends to leadership.

Supervisory Responsibility

This position has no supervisory responsibilities.

Requirements

• AA degree or higher in a business-related discipline is preferred.
• Prior experience in a professional environment is preferred, but not required.
• Salesforce or other CRM experience, preferred, but not required.
• Basic - Proficiency in Excel, Outlook, and M. Teams.
• Ability to produce high-quality work within assigned SLAs.
• Ability to articulate clearly through written and verbal communication, internally and externally.
• Ability to work in a hybrid environment.
• Ability to operate comfortably in a digital environment.
• Ability to work with limited supervision within authority limits in a fast-paced environment.
• Intellectual curiosity and drive to learn and grow.
• Demonstrates characteristics such as flexibility, adaptability, responsive to coaching and feedback.
• Team Player.
• Ability to proactively collaborate and communicate across departments and teams.
• Continuous improvement mindset (ability to identify and communicate opportunities for improvements to processes).

Work Environment

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to type, see at close distance, talk and hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms.