CAN Capital is looking for an Underwriter Associate to join our team!
CAN Capital is a market leader in small business finance with over $7B in small business fundings to over 81,000 businesses. Our Business Underwriters are critical to our business. They help drive company strategy and profitability by making smart merchant credit decisions and mitigating risk while working effectively with cross-functional teams.
Responsibilities:
• 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 CAN’s 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.
Supervisory Responsibility
This position has 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).
Work Environment
• This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax
machines.
Physical Demands
The physical demands described here are representative of
those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is
regularly required to type, see at close distance, talk and hear. The employee frequently is required to sit; stand;
walk; use hands to finger, handle or feel; and reach with hands and arms.
Skills Required
- AA degree or higher in a business-related discipline
- Prior experience in a professional environment
- Salesforce or other CRM experience
- Basic proficiency in Excel, Microsoft Outlook, and Microsoft Teams
- Ability to produce high-quality work within assigned SLAs
- Clear written and verbal communication skills
- Ability to work in a hybrid environment
- Ability to operate comfortably in a digital environment
- Ability to work with limited supervision in a fast-paced environment
- Ability to collaborate and communicate proactively across departments and teams
What We Do
CAN Capital has helped over 81,000 small businesses gain access to over $7 Billion in working capital since 1998. Our cutting-edge technology, quick application and approval processes, customer-focused delivery, and great service have kept us at the forefront of our industry.
