Underwriting Associate
Jobtailor
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 CANs loan offers related to potential credit risks downstream, in accordance with CAN Capital 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. 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. Team Player. Ability to proactively collaborate and communicate across departments and teams. Continuous improvement mindset (ability to identify and communicate opportunities for improvements to processes). Core Competencies Demonstrates proficiency in managing application flow in Salesforce, ensuring compliance with loan offer policies while maintaining accurate documentation and communication. Exhibits strong analytical skills to identify and rectify application discrepancies, contributing to continuous process improvement. Highest-signal resume keywords Salesforce Experience Application Management Data Analysis Communication Skills Continuous Improvement Mindset Hard Skills Application Flow Management Data Entry Fact-Finding Techniques Checklist Management SLA Compliance Soft Skills Team Player Flexibility Adaptability Intellectual Curiosity Proactive Collaboration Industry Keywords Loan Application Processing Credit Risk Assessment Audit Trail Merchant Application Review Business-Related Discipline Tools & Technologies Salesforce Excel Outlook Microsoft Teams #J-18808-Ljbffr Jobtailor
- ...Underwriter Associate CAN Capital is looking for an Underwriter Associate to 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...SuggestedWork at office
- CAN Capital, a market leader in small business finance, is seeking an Underwriter Associate in a hybrid role. You will manage the loan application workflow in Salesforce, ensure completed files meet underwriting criteria, and collaborate with cross-functional teams to optimize...Suggested
$68k - $78k
...real progress. Program Overview The 2027-2028 Starr Global Associates Program is a dynamic, accelerated training program designed... ...key insurance areas like claims, credit, actuarial science, underwriting, and reinsurance to get holistic understanding of Starr’s operations...SuggestedRotational programFull timeWork experience placementInternshipWork at officeWorldwideHome office$47k - $78k
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$126k - $150k
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...Excess Casualty Wholesale Underwriter We are excited to announce that the Excess Casualty Market team within IAT Insurance Group has... ...: Please note, that the annual gross salary range associated with this role is $72,560 - $157,950. Actual salaries will vary...Work at officeImmediate startRemote work- ...Senior Underwriting Specialist, Fidelity & Crime For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we CARE through our values, sustainability initiatives...Remote jobFull timeLocal areaWork from homeFlexible hours
$106.98k - $161.69k
...Underwriting Specialist - Property We are looking for an Underwriting Specialist - Property to join our team. This will be a hybrid role based in Alpharetta, GA. Allianz Commercial (AzC) specializes in corporate property insurance for the most complex and challenging...Contract workWork at officeLocal areaWorldwide- ...Senior Underwriting Specialist The Hanover's Specialty General Liability team is seeking a Senior Underwriting Specialist with high hazard product liability experience to join its growing and dynamic team. The Specialty GL team provides admitted primary and supported...Remote jobFull timeWork from homeFlexible hours
$95k - $115k
...Underwriting Specialist The Underwriting Specialist is a key member of the Underwriting team reporting to the Regional Underwriting Manager. The primary goal of this position is to profitably grow a book of business by actively partnering with brokers and working effectively...Full timeWork at office- ...Sr. Underwriting Specialist Our Contract Surety Team is seeking a Sr. Underwriting Specialist to join their growing team. This is a full time, exempt role. This is a hybrid or remote role, with our ideal candidate located in Atlanta, GA, Charlotte, NC, Nashville, TN...Full timeContract workLocal areaRemote workWork from homeFlexible hours
- ...Underwriting Manager With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve...Contract workTemporary work
- ...Surety Underwriting Specialist Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. We have been in operation since 1...
- ...Senior Underwriting Specialist, Corporate Accounts, Excess Casualty Join us as a Senior Underwriting Specialist, Corporate Accounts, Excess Casualty to step up to a key team leadership role that will drive business growth. AIG underwriting teams help to find insurance...Contract workFlexible hours
$155k - $175k
...be a key member of Ares’ real estate private equity team. The Associate will assist in assessing real estate investments for our... ...United States.The Associate will be primarily responsible for underwriting and financially analyzing each opportunity, as well as performing...Full timeTemporary workWork experience placementWork at officeFlexible hours- PURE Insurance in the United States is seeking an Underwriting Specialist to profitably grow a book of business by partnering with brokers and collaborating with colleagues across the organization. The role requires leadership in planning, budgeting and broker strategy...
- American International Group (AIG) is seeking a Senior Underwriting Specialist in Atlanta, GA to lead the Corporate Accounts Excess Casualty team. This role demands a minimum of 7-9 years of experience in commercial insurance, where you'll negotiate complex contracts and...
- ...Underwriter Position IAT Insurance Group, TransGuard has an immediate opening for an underwriter to join our Moving and Storage Underwriting team. The TransGuard Insurance Company has long been a leader in this space. The ideal candidate will have at least five years...Work at officeImmediate startRemote work
$19 - $27 per hour
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