Process Associate

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Healthtech
The Role
Review and validate broker and merchant credit applications, analyze bank statements and prepare bank analysis reports, perform pre- underwriting/underwriting/post-underwriting, update CRM with decisions, communicate with clients via chat and email, manage multiple applications to meet turnaround and quality standards, and make underwriting decisions per lender guidelines.
Summary Generated by Built In
  • Interpret numerical data accurately and deliver outputs as per client requirements with zero tolerance for errors.
  • Communicate effectively with clients through chat and email.
  • Review broker applications and create leads in the CRM.
  • Validate merchant applications against lender guidelines and underwriting criteria.
  • Analyze bank statements and prepare Bank Analysis reports.
  • Perform pre-underwriting, underwriting, and post-underwriting activities.
  • Update approval and decline decisions from email to the CRM system.
  • Review credit applications and conduct credit checks.
  • Assess business, economic, and industry risks to support lending decisions.
  • Manage multiple applications simultaneously while meeting turnaround time (TAT) and quality standards.
  • Make informed underwriting decisions based on thorough analysis and established guidelines.

Skills Required

  • Interpret numerical data accurately and deliver error-free outputs
  • Communicate effectively with clients via chat and email
  • Review broker applications and create leads in the CRM
  • Validate merchant applications against lender guidelines and underwriting criteria
  • Analyze bank statements and prepare Bank Analysis reports
  • Perform pre-underwriting, underwriting, and post-underwriting activities
  • Update approval and decline decisions from email to the CRM system
  • Review credit applications and conduct credit checks
  • Assess business, economic, and industry risks to support lending decisions
  • Manage multiple applications simultaneously while meeting TAT and quality standards
  • Make informed underwriting decisions based on analysis and established guidelines

Harris healthcare Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Harris healthcare and has not been reviewed or approved by Harris healthcare.

  • Leave & Time Off Breadth PTO and paid holidays are characterized as generous, with ample time off emphasized. This breadth of time-off options is highlighted alongside favorable impressions of vacation and sick leave.
  • Flexible Benefits Remote-work flexibility and trust to work from home are emphasized, indicating adaptable arrangements for many roles. Flexibility is positioned as a tangible part of the overall package.
  • Healthcare Strength Core coverage includes medical, dental, and vision, along with life and disability insurance and HSA/FSA options. Health plans are often characterized as good, contributing to a solid foundational offering.

Harris healthcare Insights

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The Company
HQ: Niagara Falls, New York
185 Employees
Year Founded: 1993

What We Do

For over 25 years, Harris Healthcare has been rising to the challenge of bringing together the most innovative and sustainable solutions for today’s ever-changing healthcare environment, in order to improve patient care and safety. Each one of our solutions brings organizational efficiencies on its own. Powerful synergies are achieved when multiple solutions are implemented together. The Harris Healthcare portfolio includes the following solutions: ♦ HARRIS Flex - an enterprise-level EHR solution that improves patient safety and clinical workflows. It includes a full complement of applications integrated in one single database, provides solid clinical decision support to your clinicians and helps standardize care while enforcing protocols and best practices at any Healthcare Organization. HARRIS Flex conveys the digital solution’s flexibility and strength. Healthcare organizations are continuously faced with new challenges and situations and require flexible EHR’s that can be rapidly adapted to their evolving clinical practice. Contrary to other EHR solutions which are inflexible and where customizations require costly support from the vendor, HARRIS Flex gives you the freedom to "flex" your EHR as you need it entirely on your own. The enhanced HARRIS Flex solution comes with new functionality including: ♦Flex Telehealth which enables virtual visits directly from within the EHR/EPR, and ♦Flex Clinical Insight which facilitates extraction and analysis of your EHR/EPR data to improve your processes and outcomes. ♦ SynergyCheck – a proactive interface monitoring solution watching over Clinical, Financial and other interfaces 24/7 to ensure data is flowing between systems

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