Underwriter II
Kapitus · San Diego, CA · 2 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.