Underwriter
Core
Evaluate and process financial applications, verify data accuracy, and assess risk to ensure compliance with underwriting guidelines.
Role type
Underwriter
Builds
Financial risk assessments and approved applications
Domain
Financial services
Deliverable
client delivery
Required skills
Financial underwriting experience, data verification, risk assessment, compliance adherence, independent work management
Preferred skills
Financial services/lending/insurance/credit background, underwriting software familiarity, high-volume process environment experience
Technologies
Underwriting platforms, CRM, case management tools, Google Workspace, Microsoft Office, Slack, Zoom
Responsibilities
Review and evaluate financial applications, input and maintain accurate data, verify completeness of submitted information, assess risk against guidelines, flag discrepancies, coordinate with internal teams, maintain case records
Seniority
Mid-level, hands-on IC