Financial Underwriter

3 weeks ago


New York, United States CFG Merchant Solutions Full time
Job DescriptionJob Description

Job Summary:

CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing alternative finance company that provides working capital to small and medium sized businesses throughout the US in the form of Revenue Based Financing.

Learn with us. Fund with us. Join our Underwriter Academy to learn how to become a CFGMS underwriter or join one of our funding teams.

As we continue to expand, we are looking to hire new talent and expand our existing teams. Financial Underwriters in the Revenue-Based Finance Industry are responsible for pricing, underwriting, and managing a portfolio. assessing and managing risks associated with insuring people and assets. This role requires strong analytical skills, attention to detail, and the ability to make informed decisions based on risk analysis. A bachelor's degree in business, economics, finance, or a related field is typically required.

CFGMS offers independent contractors the opportunity for unlimited success and provides proper training and mentorship to support their growth in the industry. This role offers unlimited potential for success and is suited for individuals with an entrepreneurial mindset. This role is based out of our 180 Maiden Lane office in NYC and requires 5 days in the office.

Responsibilities:

Committing to go through internal training program and learning the Revenue-Based Finance industry

Assessing and evaluating risks associated with insuring merchants and small businesses and pricing deals accordingly

Managing and maintaining a portfolio of clients and conducting Merchant interviews

Collaborating with Underwriting teams and Sales Reps

Implementing guidelines to ensure a balanced ratio of favorable risks and minimize claim costs

Analyzing and gathering data from 3rd parties and making informed decisions based on risk analysis ie prospective merchant applications, credit reports, business bank & credit card statements, business financials, P&L, Balance Sheets, Tax Returns, and other related financial and publicly available due diligence information

Maintaining the financial stability and profitability of portfolio through effective risk management

Qualifications:

Bachelor's degree in business, economics, finance, or a related field

1+ years of experience working for a financial firm or in the Revenue-Based Financing industry

Strong analytical skills and attention to detail.

Excellent communication skills to effectively communicate analysis results to clients and colleagues

Ability to work independently and in a team environment.

Willingness to undergo training and mentorship provided by CFGMS.


  • Underwriting Director

    2 weeks ago


    New York, United States Selby Jennings Full time

    Company Overview: My Client is a leader in providing innovative FinTech solutions to businesses in the digital era. The company empowers financial institutions and FinTech startups with cutting-edge technologies and strategic insights. Position Overview: The company is seeking a seasoned Portfolio Underwriting Director with expertise in managing underwriting...


  • New York, United States CNA Financial Corporation Full time

    Underwriting Expertise - Reviews applications and financial requirements to determine acceptability of risk in accordance with CNAs guidelines and standards - Understands pricing components and rating methodology as well as use of the predictive mod Underwriting Consultant, Underwriting, Technology, Consultant, Producer, Underwriting Specialist, Insurance


  • New York State, United States Selby Jennings Full time

    Company Overview: My Client is a leader in providing innovative FinTech solutions to businesses in the digital era. The company empowers financial institutions and FinTech startups with cutting-edge technologies and strategic insights. Position Overview: The company is seeking a seasoned Portfolio Underwriting Director with expertise in managing...


  • New York, United States Berkshire Hathaway Specialty Insurance Full time

    Job DescriptionJob DescriptionWho are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our...

  • Credit Underwriter

    2 weeks ago


    New York, United States Ascendo Resources Full time

    Credit Underwriter – Financial Services – New York Top Keys: 2+ years of underwriting experience Experience with MCA, Term Loans, and Credit Review Proficient with valuation, modeling, and strong Excel skills Holds a bachelor’s degree in finance, economics, accounting, or a related Strong accounting, finance, modeling, and problem-solving...

  • Senior Underwriter

    6 days ago


    New York, United States Confidant Recruiting Inc Full time

    A rapidly expanding direct lender in alternative finance for small businesses is seeking a Senior Underwriter. The Sr. Underwriter must possess a strong background working with a diverse set of small business with a focus of underwriting loans in the $100,000 to $10 million range. The Sr. Underwriter must also be passionate about improving credit analysis...

  • Senior Underwriter

    7 days ago


    New York, United States Confidant Recruiting, Inc. Full time

    A rapidly expanding direct lender in alternative finance for small businesses is seeking a Senior Underwriter. The Sr. Underwriter must possess a strong background working with a diverse set of small business with a focus of underwriting loans in the $100,000 to $10 million range.The Sr. Underwriter must also be passionate about improving credit analysis...

  • Senior Underwriter

    1 week ago


    New York, United States Confidant Recruiting, Inc. Full time

    A rapidly expanding direct lender in alternative finance for small businesses is seeking a Senior Underwriter. The Sr. Underwriter must possess a strong background working with a diverse set of small business with a focus of underwriting loans in the $100,000 to $10 million range.The Sr. Underwriter must also be passionate about improving credit analysis...

  • Senior Underwriter

    3 weeks ago


    New York, United States Social Capital Resources Full time

    Commercial Bank in Midtown, Manhattan is looking for a permanent Underwriter to join their growing team! Responsibilities: Underwrite business loan requests of all sizes utilizing business and personal financial information. Perform annual financial and collateral review process for commercial credit relationships. Coordinate and oversee efforts to collect...


  • New York, United States Carver Federal Savings Bank Full time

    AVP - Credit UnderwriterDepartment: Credit UnderwritingReports to: VP-Underwriting ManagerCompany Summary:Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of...


  • New York, United States Carver Federal Savings Bank Full time

    AVP - Credit UnderwriterDepartment: Credit Underwriting Reports to: VP-Underwriting ManagerCompany Summary: Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of...


  • New York, United States Selby Jennings Full time

    Position: Senior Credit UnderwriterLocation: New York City | Westport, CTCompany Overview:A rapidly growing specialty finance firm that provides capital to small and medium-sized businesses is looking for a Senior Credit Underwriter to join their team.Job Responsibilities:Analyze application data, including financial statements, bank statements, credit card...


  • New York, New York, United States Selby Jennings Full time

    Position: Senior Credit UnderwriterLocation: New York City | Westport, CTCompany Overview:A rapidly growing specialty finance firm that provides capital to small and medium-sized businesses is looking for a Senior Credit Underwriter to join their team.Job Responsibilities:Analyze application data, including financial statements, bank statements, credit card...

  • Senior Underwriter

    3 weeks ago


    New York, United States Social Capital Resources Full time

    Commercial Bank in Midtown, Manhattan is looking for a permanent Underwriter to join their growing team!Responsibilities:Underwrite business loan requests of all sizes utilizing business and personal financial information.Perform annual financial and collateral review process for commercial credit relationships.Coordinate and oversee efforts to collect all...

  • Senior Underwriter

    4 weeks ago


    New York, United States Social Capital Resources Full time

    Commercial Bank in Midtown, Manhattan is looking for a permanent Underwriter to join their growing team!Responsibilities:Underwrite business loan requests of all sizes utilizing business and personal financial information.Perform annual financial and collateral review process for commercial credit relationships.Coordinate and oversee efforts to collect all...

  • Funding Underwriter

    7 days ago


    New York, United States CFG Merchant Solutions Full time

    **Job Summary**: CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing alternative finance company that provides working capital to small and medium sized businesses throughout the US in the form of Revenue Based Financing. Learn with us. Fund with us. Join our Underwriter Academy to learn how to become a CFGMS underwriter or join one of our funding...

  • Executive Underwriter

    20 hours ago


    New York, United States Chubb Full time

    Under the direction of the Regional Manager, execute Construction business unit strategy for the New York & Pacific Regions. Product line responsibilities include Workers’ Compensation, General Liability, and Auto Liability.  As a member of the Major Accounts’ Construction team, contribute to profitable underwriting results through the selection,...


  • New York, United States Chubb Full time

    Under the direction of the Regional Manager, execute Construction business unit strategy for the New York & Pacific Regions. Product line responsibilities include Workers’ Compensation, General Liability, and Auto Liability.  As a member of the Major Accounts’ Construction team, contribute to profitable underwriting results through the selection,...


  • New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • New York, United States WTW Full time

    **The Role**: - Exhibits strong technical underwriting skills through strategic, thorough account reviews and file documentation - Grows and maintains profitable book of business through execution of individual risk underwriting and adherence to the strategic plan of the unit - Stays current on competition, underwriting environment, and market conditions...