Underwriting Associate-Marietta, GA (Hybrid)

CAN Capital, Inc.; Marietta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

CAN Capital, Inc. seeks an Underwriter Associate to manage loan applications workflow in Salesforce and ensure complete, accurate submissions for underwriting. The role supports cross-functional teams and drives efficient processing while adhering to internal policies.

The ideal candidate will have an associate degree or higher, Salesforce familiarity, and strong attention to detail. Hybrid work environment and professional collaboration are expected.

Qualifications

• AA degree or higher preferred.
• Experience in a professional environment is a plus.
• CRM or Salesforce experience is preferred.

Responsibilities

• Manages loan applications workflow in Salesforce on a first-in, first-out basis.
• Gathers accurate, timely information using fact-finding techniques.
• Reviews loan applications to ensure stability of CAN Capital offers.
• Identifies missing or incorrect information to complete merchant profiles.
• Processes each application, correcting information and determining approval or decline.
• Maintains notes and audit trail for reviewed applications.

Skills

Salesforce experience

Analytical thinking

Attention to detail

Communication

Cross-functional collaboration

Education

Associate degree

Tools

Salesforce

Job description

CAN Capitalis looking for anUnderwriter Associateto 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 CANCapital 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.


• Ability to proactively collaborate and communicate across departments and teams.


• Continuous improvement mindset (ability to identify and communicate opportunities for improvements to processes).


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

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.