Financial Underwriting

Financial Underwriting Finance Jobs

4 jobs found

Today

Underwriter II, Financial Institutions, Financial Lines

Risk Specialists Companies Insurance Agency, Inc. New York, NY

New York, NY

Today

$90k - $112k/yr Full time Financial Services Financial Underwriting Insurance Operations

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Job Description

Risk Specialists Companies Insurance Agency, Inc. is seeking an Underwriter II for Financial Institutions in Financial Lines to support underwriting within a structured, standards-driven environment in New York, NY (onsite). In this role, you will evaluate submissions, analyze risk and claims, and issue quotes and policies while working closely with clients and brokers to support profitable coverage and strong customer service.

Key Responsibilities

Evaluate, prioritize, and select submissions for underwriting consideration.
Identify risk exposures, special or common hazards, claims experience, and appropriate controls.
Analyze claims and quantify losses to inform underwriting decisions.
Apply underwriting guidelines and discipline to minimize exposure and price risk appropriately.
Ensure underwriting files and services align with assigned-account standards and compliance guidelines.
Offer coverage, terms, and conditions that support Company profitability while meeting customer needs.
Capture market intelligence and broker feedback on accounts.
Begin demonstrating technical expertise with products in the Financial Lines portfolio.
Apply financial and analytical skills, critical thinking, and sound judgment to support confident decisions.
Demonstrate success in negotiation and building collaborative relationships.
Manage priorities with strong multitasking, time management, and the ability to operate within time constraints across a high volume of work.
Coordinate with more senior underwriters or management on risks exceeding authority or requiring special handling.
Engage in selling and negotiating to achieve bottom-line profitability.
Make presentations and communicate risk appetite and the Financial Lines value proposition to brokers and clients.
Contribute to development of producer strategies.
Develop and maintain a submission pipeline aligned to production and business mix objectives.
Provide superior customer service to brokers and clients, both internal and external.

Required Qualifications

1+ years of underwriting or relevant professional experience.
Bachelor’s degree from a four-year college or university.
Excellent interpersonal, communication, and analytical skills.
Strong organizational skills and the ability to handle multiple tasks in a high-volume, fast-paced environment.
Ability to adapt in a dynamic, rapidly changing environment and collaborate across teams, particularly on technical aspects, to deliver solutions quickly.
Detail-oriented approach with demonstrated ability to self-direct, prioritize, and meet deadlines.
Initiative on projects and assignments, including seeking alternate solutions when needed.

Compensation and Benefits

Base salary range: $90,000 - $112,000 per year.
Eligible for a bonus in accordance with the terms of the applicable incentive plan.
Competitive benefits with a summary available as US Benefits Overview.
Total Rewards Program focused on health, wellbeing, financial security, and professional development.

Functional Area: UW - Underwriting

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2d ago

Financial Data Analyst

FundPro Solutions LLC Lincolnwood, IL

Lincolnwood, IL

2d ago

$60k+/yr Full time Data Data Analysis Data Analytics

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Job Description

FundPro Solutions LLC is seeking an entry-level Financial Data Analyst to support underwriting by compiling and maintaining the financial information used in the decision process.

Key Responsibilities

Enter, update, and maintain underwriting data with a high level of accuracy
Review, organize, and prepare merchant bank statements and related financial documents
Create and maintain spreadsheets that support the underwriting team
Identify and flag inconsistencies or missing information in submitted files
Provide assistance to underwriters with analysis and reporting as you develop

Requirements

Proficiency in Microsoft Excel, including formulas, sorting/filtering, and data cleanup
Strong attention to detail and comfort working with numbers for extended periods
Basic understanding of debits and credits and ability to read a bank statement
Academic background in data analytics, accounting, finance, or economics preferred
Reliable, organized, and able to work on-site full-time

Schedule

Monday–Friday
9:00 AM – 5:00 PM

Location

On-site in Lincolnwood, IL
7366 N Lincoln Ave, Suite 102
Work location: In person

Compensation

$60,000 annually
Performance-based bonus potential
Pay: From $60,000.00 per year

Job Type

Full-time
Contract

Benefits

Dental insurance
Health insurance
Vision insurance
Paid time off

Growth

Clear path for advancement into underwriting and analyst roles as you develop

To Apply

Submit your resume to matt@fundprollc.com
Qualified candidates will receive email correspondence to schedule an interview

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1mo ago

Credit Products Specialist I - Equipment Finance

Flagstar Bank Remote 🌍 Remote

Remote

1mo ago Closed

$82k - $131k/yr Full time Analytical Skills Commercial Credit Commercial Finance

This position is no longer accepting applications (closed Sep 17, 2026).

Job Description

Flagstar Bank is seeking a Credit Products Specialist I focused on Equipment Finance to support commercial credit activities across an assigned line of business. In this remote role, you will help drive underwriting and deal structuring, evaluate borrower performance, and support ongoing portfolio monitoring with an emphasis on sound risk judgment and compliance.

Role Overview

The Credit Products Specialist I - Equipment Finance supports underwriting, structuring, and management of commercial credit relationships within a specialized vertical or region. The position blends financial analysis with credit assessment to strengthen credit decisions, from initial transaction structuring through portfolio performance tracking.

Key Responsibilities

Assist sales by analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within an assigned specialized vertical or region.
Monitor financial trends, covenant compliance, and borrowing bases to identify potential credit risks and recommend appropriate actions.
Collaborate with sales and credit teams to structure transactions, respond to underwriting questions, and support client needs.
Act as a mentor to analysts, sharing expertise in financial analysis, credit structuring, and risk assessment.
Stay current on market trends, credit policies, and risk mitigation techniques to strengthen commercial lending expertise.
Use independent judgment and discretion to make decisions for an assigned portfolio.
Analyze and resolve issues related to the assigned portfolio.
Complete special projects and additional duties as required.
Maintain adherence to regulatory and compliance policies and complete required compliance trainings.
Be accountable for compliance with applicable federal, state, and local laws and regulations.

Qualifications

Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field, or 5+ years of equivalent experience.
Experience: 3+ years in credit underwriting, portfolio management, or a related field.
Specialized line of business: 3+ years of experience in the direct specialized line of business (examples provided: specialized commercial industries, capital markets, corporate commercial banking, etc.).
Strong financial analysis and risk assessment abilities.
Basic understanding of loan structuring and credit agreements.
Proficiency in financial modeling and credit decision tools.
Effective communication and teamwork skills.
Intermediate Excel skills, including financial modeling, pivot tables, and VLOOKUP; familiarity with credit analysis software.
Financial acumen with foundational understanding of financial statements, key ratios, and credit analysis principles.
Analytical thinking to assess financial data, identify trends, and evaluate borrower creditworthiness.
Detail orientation to ensure accuracy in financial analysis, credit packages, and risk assessments.
Collaboration and communication with RMs, credit officers, and other stakeholders, with strong written and verbal communication.
Time management to manage multiple loan requests, meet deadlines, and prioritize tasks.
Curiosity and learning agility to develop credit expertise, stay informed on industry trends, and apply new knowledge to underwriting and portfolio management.
ADA physical demands: No unusual physical exertion is involved.

Technologies

Excel
VLOOKUP
Financial modeling
Pivot tables

Compensation and Benefits

Pay Range: $82,163.25 - $131,435.00 per year.

Enhanced Market Pricing (if applicable to your work location): $125,983 - $151,150.

Medical, dental, vision, life, and disability insurance
Comprehensive leave program

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1mo ago

Credit Products Specialist II - Equipment Finance

Flagstar Bank Remote 🌍 Remote

Remote

1mo ago Closed

$115k - $182k/yr Full time Client Relations Client Service Commercial Finance

This position is no longer accepting applications (closed Sep 14, 2026).

Job Description

Flagstar Bank offers competitive pay for an experienced credit professional, plus a comprehensive leave program and a full suite of insurance coverage including medical, dental, vision, life, and disability. This role is remote and provides the opportunity to work independently while partnering across sales and legal to support strong, compliant equipment finance decisions.

Responsibilities

Independently lead underwriting for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures within an assigned specialized vertical or region.
Continuously monitor an assigned loan portfolio to proactively identify credit risks, trends, and concerns related to financial performance.
Partner with sales during negotiations and client discussions, balancing client needs with the bank’s risk appetite.
Collaborate with legal teams to review and negotiate credit agreements, supporting compliance with bank policies and risk management frameworks.
Provide guidance to junior credit professionals by improving credit capabilities and reinforcing a strong credit culture; identify and raise areas to leadership for process and procedure improvements.
Use independent judgment and discretion to make decisions regarding the assigned portfolio and analyze or resolve portfolio-related issues.

Requirements

Undergraduate degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 10+ years of equivalent experience.
5+ years in commercial credit analysis, underwriting, or portfolio management.
5+ years of experience in the direct specialized line of business (for example: specialized commercial industries, capital markets, or corporate commercial banking).
Advanced financial modeling and risk assessment expertise.
Strong negotiation skills and ability to collaborate with clients.
Experience structuring complex loan transactions.
Ability to analyze macroeconomic trends and understand their impact on credit risk.

Tools & Skills

Working knowledge of financial analysis tools, CRM systems, and underwriting software supports day-to-day credit analysis, structuring, and portfolio monitoring.

Compliance & Additional Accountabilities

Perform special projects and additional duties as required.
Adhere to regulatory and compliance policies and standards tied to the role, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws and regulations.
Physical demands (ADA): No unusual physical exertion is involved.

Pay range: $114,837.00 - $181,665.00 per year.

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Financial Underwriting Finance Jobs

Underwriter II, Financial Institutions, Financial Lines

Financial Data Analyst

Credit Products Specialist I - Equipment Finance

Credit Products Specialist II - Equipment Finance

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