Underwriting and Risk Evaluation Specialist

2 weeks ago


Boca Raton, Florida, United States wiZeHR Solutions Full time
Job Overview

wiZeHR Solutions is seeking a meticulous and driven individual to fill the role of Underwriting and Risk Evaluation Specialist within a progressive alternative finance organization. This South Florida-based fintech company is dedicated to empowering small businesses across the nation, fostering an environment where innovation and collaboration thrive. The successful candidate will work closely with executive leadership, contributing significantly to the company's growth trajectory.

Position Highlights:

The selected candidate will be tasked with:

  • Evaluating Financing Applications: Assessing customer requests for funding and determining suitable financial terms.
  • Data Analysis: Scrutinizing financial documents and data to identify trends and potential risks.
  • Conducting Risk Assessments: Performing thorough evaluations to ascertain the viability of financing offers.
  • Market Research: Staying informed about industry developments and competitive landscapes.
  • Cross-Department Collaboration: Engaging with various teams, including sales and legal, to ensure cohesive operations.

Key Responsibilities:

  • Risk Evaluation: Analyzing potential client transactions to identify associated risks.
  • Documentation: Maintaining comprehensive records of decisions and assessments for future reference.
  • Compliance Adherence: Ensuring all underwriting practices align with regulatory standards.
  • Continuous Learning: Participating in professional development to stay abreast of industry changes.
  • Risk Mitigation Strategies: Implementing measures to reduce potential risks in underwriting processes.

Essential Competencies:

  • Integrity and Ethical Judgment: Upholding high standards of ethics and compliance.
  • Analytical Acumen: Demonstrating strong attention to detail in financial evaluations.
  • Critical Thinking: Applying logical reasoning to complex information.
  • Effective Communication: Conveying information clearly and effectively.
  • Client-Centric Approach: Fostering positive relationships through excellent service.
  • Organizational Skills: Managing multiple priorities efficiently in a dynamic environment.
  • Problem-Solving Skills: Developing solutions to complex underwriting challenges.

Qualifications:

  • Bachelor's degree in finance, economics, or a related discipline.
  • Willingness to work on-site five days a week.
About wiZeHR Solutions

At wiZeHR Solutions, we are committed to transforming Human Resources into a strategic asset for business success. As a boutique HR consulting firm, we leverage innovation and expertise to provide tailored solutions that prepare organizations for the future workforce.



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