The Role
Coordinate collection and maintenance of customer financial documentation per Credit & Risk policy. Manage electronic customer files, perform risk/financial/data analyses and quality assurance, conduct customer outreach, support account reviews, audit files for compliance, generate reports, and collaborate cross-functionally to support initiatives and special projects.
Summary Generated by Built In
At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.
Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
As a Pre-Underwriting Analyst I, you'll be responsible for coordinating the gathering of financial documents and other supporting documentation in accordance with the Documentation Policy defined by the Credit & Risk Department. You will administer, support, and coordinate all activities related to maintaining customer files impacted by applicable policy using superior analytical skills. We are looking for an individual that works well in a team environment and can help provide superior customer service to our internal and external customers.
Additional Responsibilities:
- Facilitate and lead the effort to setup new electronic customer files/folders and establish the annual or periodic review cadence in accordance with established policy
- Track and report on initiatives, performance results, emerging trends and opportunities to senior management
- Establish cross-functional partnerships and networks in order to support the execute cross-functional and business initiatives
- Utilize statistical analysis to perform risk, financial, data analyses and quality assurance across all portfolios
- Initiate communication (via phone & email) with customers to obtain required financial statements, tax returns or other documentation to support the review process
- Coordinate customer outreach, when needed with Account Management & Clients
- Liaison with the Credit & Risk team members to coordinate and schedule account reviews
- Develop and manage a “project management” styled approach to track account activity and file/folder maintenance to accurately document all activity
- Perform periodic audits of Customer files/folders to ensure adherence to established policy
- Develop and generate progress reports and statements as requested
- Build working relationships with various teams across the organization
- Assist and Lead any back-office support to all internal teams as needed and assist with special projects as assigned
Qualifications:
- Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing role
- Highly analytical thinking with a drive towards execution and delivering results
- Strong communication skills, written and oral
- Detailed oriented with strong organizational and prioritization skills required
- Superior knowledge and skills using computers and software packages, particularly Microsoft
- Word, Excel, PowerPoint, and Outlook
- Demonstrated experience with delivering superior customer service
- Multilingual candidates with previous experience in project management or business analysis is a distinct advantage
Why you will love working at TreviPay
- Competitive salary
- Paid parental leave
- Generous paid time off
- Medical, dental, vision, FSA, Life/AD&D, long and short term disability
- 401K matching
- Employee referral program
At TreviPay we believe:
- in saying yes to unique and challenging requirements
- empowered team members are creative team members
- our products make the customer’s day just a little bit better
- work/life balance makes us all more effective
TreviPay is an Equal Opportunity and Affirmative Action Employer. We welcome all veterans and disabled applicants.
Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact [email protected] to request an accommodation.
Skills Required
- Minimum 2-5 years business experience, preferably in financial services and client-facing roles
- Highly analytical thinking with a drive toward execution and delivering results
- Strong written and oral communication skills
- Detail oriented with strong organizational and prioritization skills
- Superior knowledge and skills using Microsoft Word, Excel, PowerPoint, and Outlook
- Demonstrated experience delivering superior customer service
- Multilingual ability and prior experience in project management or business analysis
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The Company
What We Do
At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.
