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03-24-2015, 11:44 AM #1
- Join Date
- Feb 2014
- Location
- Miami, FL
- Posts
- 33
Everest Business Funding - Underwriter (Miami, FL)
We have an immediate opportunity for a successful Underwriting Staff Member to audit merchant application documents, validate financials, and determine credit worthiness.
Underwriting Staff Member Role:
•Accurately and thoroughly audits/reviews credit application submissions and uses good judgment to determine status of application.
•Review bank statements, merchant processing statements, credit reports, etc. to determine degree of risk and health of a business.
•Coordinate with ISO’s to obtain required or missing merchant documentation and facilitate communication with business owner.
•Conduct credit and background checks on business and business owners.
•Perform merchant interviews to understand the nature of a client’s business operations.
•Uses available resources and management support to price deals accurately and efficiently within the deadline and guidelines established.
•Delivers exceptional service in person and by phone; interacts daily with Sales Team, Business Partners and with Clients and has a positive impact on ISO and Client loyalty.
•Makes good business decisions, works contracts in a timely manner; understands and meets all department and Company objectives regarding daily performance.
•Responsible to successfully meet or exceed all Company established performance targets as set on a monthly basis by the Everest Management Team.
•Maintains positive work relationship with Underwriting Staff, Sales Team, Business Partners and Merchants.
•Participates in new product and skills training as assigned.
EVEREST BUSINESS FUNDING Requirements:
•Experience: 1+ years in the Financial Services or similar industry in an underwriting or credit risk analysis position, retail loss prevention or auditing directly responsible for meeting individual and team performance targets.
•Excellent communication and time management skills; detail oriented and efficient.
•BS Degree in Business or other related field preferred.
•Proficient in Microsoft Office; able to create and navigate spreadsheets.
***Interested candidates can send updated resumes to hr@whetstoneholdings.com
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