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Job Details

Underwriting Analyst

Operations Admin

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


  • 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

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