Underwriting Associate

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.

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).