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Department: Underwriting
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Location: Medellin, Colombia
Cebu, Philippines
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Responsibilities
- Initial Underwriting: Review and assess client applications, financial statements, and credit profiles to determine eligibility for funding.
- Collaboration: Work with funding advisors to gather necessary documentation and insights.
- Submission Process: Prepare and submit client files to lenders, ensuring all required information is complete and accurate.
- Follow-Up: Track the status of submissions, communicating with lenders to confirm offers or denials and relaying this information to clients.
- **Risk Evaluation:**Identify potential risks and recommend solutions to enhance approval chances.
- Documentation: Maintain accurate records of all underwriting activities and client communications.
- **Continuous Improvement:**Contribute to refining underwriting processes and best practices to improve efficiency.
Requirements (preferred but not needed)
- Executive assistant or any back office experience.
- Education in Finance, Business Administration, or a related field.
- Experience in underwriting or financial analysis, preferably in the fintech sector.
- Strong analytical skills with a solid understanding of credit evaluation and risk assessment.
- Excellent communication skills for effective collaboration across teams and regions.
- Detail-oriented with strong organizational abilities to manage multiple submissions.