Job Description:
Funderial is seeking a highly motivated, fast learning Junior Underwriter/Operations
Support, responsible for day-to-day operations including: data entry, collecting and organizing
financial documents, analysis of financial documents, acting as a liaison between sales
representatives, ISO Partners, and lending partners, using our CRM software, providing accurate
reports for Upper Management, and improving the overall functionality and processes for a
growing company.
Duties and Responsibilities:
- Coordination - Work closely with sales representatives to collect all necessary documents
and make sure they are being updated appropriately
- Communication - Speak directly with our partners via email or phone to discuss potential
potential clients and information needed for review of approval
- Data Entry - Accurately record all client information within our CRM software to ensure best
possible data management
- Financial - Review financial documents for completeness and pre-qualify clients for
submission
- Reporting - Generate reports for Supervisors to view and analyze productivity
- Learning - Quickly learn the business practices and procedures
- Improve - Help improve and streamline the operational system
Qualifications:
- Associate's or Bachelor's Degree
- At least 1-2 years experience working in finance, sales, or operations
- Ability to learn quickly, including CRM software such as Salesforce and Five9
- Excellent computer skills, proficient in: Excel, Word, Outlook, Adobe
- Excellent communication skills, both verbal and written
- Knowledge of finance, business, and sales
- Open to collaborative work styles
- Committed to getting the job done correctly
- Ability to view situations from different perspectives
- High comfort level working in a diverse environment
- Excels at operating in a fast paced work environment
- Salaries and Bonus based on Experience and discussed during interview.
- Funderial is a equal Opportunity Employer: All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin veteran or disability status
- Funderial is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Funderial will not tolerate discrimination orharassment based on any of these characteristics.
Job Type: Full-time
Salary: From $40,000.00 per year
Schedule: Day shift, Monday to Friday
Supplemental pay types: Bonus pay
Work Location: One location
Work Remotely: Work from home with in office training and regular company events
