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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

Vacancy posted 4 days ago
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