Financial Underwriting

Financial Underwriting Finance Jobs

7 jobs found

1d ago

Financial & Underwriting Consultant - Employee Benefits

Alliant Insurance Services McLean, VA

McLean, VA

1d ago

$100k - $125k/yr Full time Analytical Skills Client Consulting Client Relations

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Job Description

Alliant Insurance Services offers an opportunity to apply advanced underwriting and pricing expertise while leading projects and developing teams. This hybrid role is based in McLean, VA and supports meaningful client impact through clear analysis, strong execution, and collaboration across the Financial & Underwriting organization. The salary range for this position is USD 100,000 - 125,000 per year.

What you’ll do

Serve as a subject matter expert across major underwriting areas, including special pricing and marketing projects.
Partner with clients and the Financial & Underwriting team to define project objectives and ensure successful delivery.
Support strategic team direction, including resource planning, education and training needs, policy development, and business growth.
Identify, coordinate, and manage key external relationships with insurance carriers, external consultants, third party administrators, and vendors.
Apply actuarial plan values in pricing and analysis, including the ability to use available software for plan analysis and pricing.
Work with underwriting models and reporting templates to modify and customize deliverables for customer needs.
Lead and manage assigned client underwriting projects, presenting findings directly with confidence and clarity.
Assist Producers with prospecting activities, including written RFP responses, finalist presentations, and follow-up support.
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical deliverables.
Use multiple carrier data and reporting systems to obtain claim data for analysis and reporting.
Review and challenge renewal calculations for fully-insured contracts (Health, Dental, and Vision).
Participate in educational opportunities to stay current on underwriting knowledge, market trends, and the regulatory environment.
Ensure accuracy and timeliness by managing timelines, meeting established deadlines, and addressing incoming correspondence as required.
Lead the development and execution of training related to underwriting and analysis topics.
Mentor team members within the Financial & Underwriting team.
Comply with agency management system standards, maintaining data integrity by entering and sustaining complete and accurate information.

What you bring

Bachelor’s Degree or an equivalent combination of education and experience.
8+ years of related work experience.
1+ year of management experience leading a team of at least 3 individuals.
Ability to continue meeting Continuing Education requirements for license renewal.
Proficiency in the Microsoft Office Suite, including advanced MS Excel skills.
Excellent verbal and written communication skills.
Strong problem solving and time management skills.
Good customer service skills, including telephone and listening skills.
Excellent planning, organization, and prioritization skills.
Ability to work in a team environment and foster teamwork.
Ability to manage mid-level and large projects and lead assigned teams to achieve goals.
Ability to work independently to complete assigned projects.
Ability to prioritize work across multiple projects and deadlines.

Tools you’ll use

Microsoft Office Suite
MS Excel

Work arrangement

Hybrid work schedule with an in-office requirement.

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4d ago

Service Finance Underwriter I

Truist Bank Boca Raton, FL

Boca Raton, FL

4d ago

Full time Consumer Finance Consumer Loans Credit Underwriting

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Job Description

Truist Bank is seeking a Service Finance Underwriter I to evaluate consumer loan applications in Boca Raton, FL on an onsite basis. In this role, you will review credit reports and supporting loan documents to help determine whether requests are approved or declined in line with company and regulatory requirements.

Role Overview

The Service Finance Consumer Loan Underwriter assesses loan applications by checking credit report information and confirming that submitted materials align with established program and product rules. You will also communicate loan decisions and terms, while ensuring borrower documents are accurate and ready for signature.

Key Responsibilities

Review and analyze consumer credit reports
Confirm loans meet all program and product specifications
Verify document consistency with company and industry guidelines, and ensure documents are uploaded for borrower signature
Communicate loan decisions and terms
Verify the accuracy of the borrower’s information on loan documents
Follow loan funding operational policies consistent with Service Finance policies, procedures, and regulatory objectives
Serve as a liaison with dealers and other departments within Service Finance

Requirements

Minimum 3 years of related experience
High school diploma or GED
Experience reading and understanding a credit report
Proficiency with Microsoft Office Suite

Technology

Microsoft Office Suite

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
At least 10 days of vacation in the first year of employment (prorated by hire date and full-time or part-time status)
10 sick days (also prorated)
Paid holidays

General benefits note (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits, with specific eligibility determined by the division offering the position. Depending on the role and division, the position may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. During the hiring process, additional details on benefits for the specific non-temporary role are shared based on full-time or part-time status, position, and division.

Additional Details

Regular position
English (Required)
Work shift: 1st shift (United States of America)

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9d ago

Junior Revenue Based Finance/MCA Underwriter

RELIANCE FINANCIAL Hollywood, FL

Hollywood, FL

9d ago

$50k+/yr Full time Analytical Skills Client Relations Credit Underwriting

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Job Description

RELIANCE FINANCIAL is hiring a Junior Revenue Based Finance/MCA Underwriter in Hollywood, FL for an in-person role. In this position, you will review applications for working capital funding, assess creditworthiness, and support underwriting decisions that help relationship managers move deals forward.

Working alongside internal teams, you will handle underwriting analysis across a range of applicant materials, contribute to credit and underwriting policy development, and communicate decisions clearly to the parties responsible for next steps.

Key Responsibilities

Review application data including financial statements, bank statements, credit card statements, AR aging reports, and data from business/personal credit and due diligence platforms.
Collaborate with management to develop and maintain credit policy and underwriting policy and procedures.
Maintain working relationships with Independent Sales Organizations (ISOs) and other lead generation sources.
Conduct accurate underwriting analysis for applicant files, including more complex cases, and transmit underwriting decisions to relationship managers orally and in writing.

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a related field (preferred but not required).
0 to 2 years of experience underwriting merchant cash advance, revenue based financing, or other commercial finance underwriting.
Aptitude for problem-solving, with excellent communication and interpersonal skills.
Strong analytical skills with proficiency in Excel and data interpretation (familiarity with Adobe and CRM platforms is a plus).
Commitment to integrity, excellence, accountability, customer service, and teamwork.
Strong work ethic and eagerness to learn.
Ability to multitask at a high level while managing multiple deadlines.

Tech Stack

Excel
Adobe
CRM

Job Details

Job type: Full-time
Salary: USD 50,000 per year (from $50,000.00 per year)
Work location: In person
Commute/Location: Hollywood, FL 33021 (preferred)

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20d ago

Underwriter II, Financial Institutions, Financial Lines

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

New York, NY

20d ago

$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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22d ago

Financial Data Analyst

FundPro Solutions LLC Lincolnwood, IL

Lincolnwood, IL

22d 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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2mo ago

Credit Products Specialist II - Equipment Finance

Flagstar Bank Remote 🌍 Remote

Remote

2mo 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

Financial & Underwriting Consultant - Employee Benefits

Service Finance Underwriter I

Junior Revenue Based Finance/MCA Underwriter

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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