Underwriting Expediter — Remote & AI-Driven Analysis

Greenbox Capital; Northern (KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Flexible PTO

Remote within the U.S.

Full benefits package

Collaborative team

Job summary

Greenbox Capital is seeking an Expediter to support credit risk decisions and fast-paced underwriting for small businesses. You will review bank statements, tax returns, and financial documents to assess repayment ability and risk, while collaborating with sales, risk, and broker teams to move deals quickly.

The role emphasizes accuracy, independent judgment, and adherence to company policies. Remote work options are available within the U.S., with opportunities to leverage AI tools for

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 1–3+ years of experience in underwriting, financial analysis, credit risk, or related financial services field preferred.
• Proven ability to analyze financial statements and assess repayment risk.
• Experience reviewing bank statements and business financial documentation required.

Responsibilities

• Conduct detailed financial analysis of merchant applications, including bank statements, financial statements, tax returns, and supporting business documentation.
• Evaluate merchant credibility and repayment ability using cash flow analysis, ratio analysis, trend review, and verification of submitted information.
• Identify risk factors within each deal, detect red flags, and resolve inconsistencies using internal tools and documentation.
• Research business reputation through public reporting sources to assess reputational and operational risk.
• Make approval or decline recommendations in alignment with company risk tolerance and policies.
• Ensure underwriting decisions comply with internal credit policies, procedures, and risk philosophy.
• Maintain accurate documentation and complete files to support audit and compliance standards.

Skills

Financial analysis

Underwriting

Credit risk

AI tools

Communication

Detail-oriented

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Microsoft Excel

Job description

Greenbox Capital is seeking an Expediter to support credit risk decisions and fast-paced underwriting for small businesses. You will review bank statements, tax returns, and financial documents to assess repayment ability and risk, while collaborating with sales, risk, and broker teams to move deals quickly.

The role emphasizes accuracy, independent judgment, and adherence to company policies. Remote work options are available within the U.S., with opportunities to leverage AI tools for