Jobs · Finance

Underwriter II

Kapitus · San Diego, CA · 5 mo ago
Finance$56k–$86k/yrFull-time

About the role

The Underwriter II is a key participant in the underwriting process which includes the analysis of credit reports, bank statements, and various other business documentation.

Responsibilities

  • Responsible for analysis of personal credit reports, business bank statements, background checks, and other relevant business documents, data gathering and research
  • Exposed to deal flow in a variety of industries including retail, leisure, restaurants, hospitality, healthcare, manufacturers, media, technology, and construction
  • Act as a key participant in the underwriting process which includes the analysis of credit reports, bank statements, and various other business documentation
  • Research, analyze and provide background information on counterparties
  • Communicate with sales organizations, sales managers, and merchants in both written and verbal form
  • Aid in the negotiation of transaction terms and credit structure

Requirements

  • Diploma required, college degree preferred
  • Excellent verbal, written, and interpersonal communication skills as well as a strong sense of accountability
  • Detail oriented with strong analytical skills
  • Ability to evaluate industry trends, understand market dynamics and develop and defend recommendations
  • Strong organizational skills and ability to multi-task
  • Ability and desire to work in a rapid-paced environment
  • Experience achieving metric and quality performance

Qualifications

  • Working knowledge of Microsoft Suite
  • Knowledge of financial principles and processes, experience with financial statement analysis
  • Knowledge of federal, state and local regulatory requirements
  • Effective at communicating clearly and adaptability
  • Experience with administrative tasks
  • Strong interpersonal skills and professionalism

Skills

  • None specified

Benefits

  • Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC)
  • Flexible Spending Account
  • Lifestyle Spending Account
  • 100% Company Paid Insurances
  • Voluntary Insurance
  • Paid Maternity and Parental Leave
  • Commuter Benefits
  • LifeBalance Program
  • Plum Benefits Discount Program
  • Tuition Reimbursement
  • Travel Reimbursement
  • Paid Time Off and Sick Time
  • Retirement Benefits

Pay

Competitive Base Salary Range of $55,800-$86,100. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will be determined based on experience and qualifications.

Schedule

Full-time position.

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