Underwriting Processing Specialist

Expansion Capital Group; Sioux Falls (SD); On-site; USD 45,000 - 52,000; Full time

Job summary

Expansion Capital Group seeks an Underwriting Processing Associate to join our underwriting team in Sioux Falls, SD. You will gather, review, validate, and organize information our Underwriters need to evaluate funding opportunities, review financial documents, research businesses, verify information, and ensure files are accurate and ready for review and funding.

The role suits someone who is detail-oriented and organized, with strong analytical skills.

Qualifications

• Experience reviewing financial and business documentation.
• Ability to identify discrepancies and verify information.
• Attention to accuracy and compliance with guidelines.

Responsibilities

• Review incoming documentation for completeness and compliance.
• Verify application information, supporting documents, and funding requirements.
• Perform quality assurance before underwriting and funding activities.
• Identify missing or inconsistent information and resolve issues.
• Research businesses and related information to validate operations and risk.
• Obtain and review official filings and background reports.
• Investigate credit discrepancies impacting underwriting review.
• Verify banking relationships and account information for funding.
• Prepare contract requests ensuring documentation is complete.
• Communicate findings to Underwriters and leadership.
• Maintain organized documentation to keep workflows moving.

Skills

Detail-oriented

Financial document review

Research and verification

Job description

Expansion Capital Group seeks an Underwriting Processing Associate to join our underwriting team in Sioux Falls, SD. You will gather, review, validate, and organize information our Underwriters need to evaluate funding opportunities, review financial documents, research businesses, verify information, and ensure files are accurate and ready for review and funding.

The role suits someone who is detail-oriented and organized, with strong analytical skills.