Junior Underwriter

2 weeks ago

fort lauderdale, United States Ifundyou Full time

At Ifundyou, we are committed to creating an energetic and innovative environment where collaboration and creativity thrive. We know that a vibrant workplace is the key to success, and we believe in bringing a bit of fun into everything we do. Focused on revolutionizing small business funding, we’re passionate about empowering entrepreneurs to achieve their goals. We’re looking for driven, high-energy individuals who want to be part of a supportive, fast-paced, and dynamic team ready to make a real impact.


Mission Statement:

Our mission is to transform small business funding by offering innovative, personalized financial solutions. Driven by the challenges we've faced as entrepreneurs and our commitment to using our own capital, we understand what it takes to grow a business. Together, as partners, we are dedicated to building meaningful relationships and becoming the trusted resource for businesses seeking quick and effective access to capital, empowering them to achieve their goals with confidence.


Position Overview:

Are you ready to make your mark in an exciting, high-growth environment? This role is designed for those who thrive in a fast-paced, entrepreneurial setting and are eager to be part of a high-energy, innovative team.


Key Responsibilities

  • Collect and review financial statements from clients and sales analysts.
  • Perform initial analysis and "scrub" of financial statements to prepare for lender submission.
  • Enter and manage data in the CRM system, ensuring accuracy and completeness.
  • Follow up with lenders and clients to track the status of submissions and gather additional information as needed.
  • Coordinate with the sales analyst team to ensure all required documentation is obtained.
  • Maintain organized records and files for underwriting purposes.
  • Support the sales team by providing insights and updates on file.


Qualifications

  • 2 years of experience in underwriting, finance, or a related field.
  • Strong attention to detail and data analysis skills.
  • Excellent customer service and communication skills.
  • Proficiency in using CRM systems or similar database tools.
  • Ability to work independently and manage multiple tasks efficiently.
  • Familiarity with financial documents, particularly bank statements, is preferred.
  • Good organizational skills and the ability to follow up proactively with internal and external stakeholders.

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