Pre-Underwriting Analyst I

United States·Overland ParkFull-Time Regularmid

OtherUnderwriting Analyst

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Quick Summary

Key Responsibilities

Facilitate and lead the effort to setup new electronic customer files/folders and establish the annual or periodic review cadence in accordance with established policy Track and report on initiatives,

Requirements Summary

Minimum 2-5 years business experience,

Technical Tools

OtherUnderwriting Analyst

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.

Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.

As a Pre-Underwriting Analyst I, you'll be responsible for coordinating the gathering of financial documents and other supporting documentation in accordance with the Documentation Policy defined by the Credit & Risk Department. You will administer, support, and coordinate all activities related to maintaining customer files impacted by applicable policy using superior analytical skills. We are looking for an individual that works well in a team environment and can help provide superior customer service to our internal and external customers.

Responsibilities

~1 min read

→Facilitate and lead the effort to setup new electronic customer files/folders and establish the annual or periodic review cadence in accordance with established policy
→Track and report on initiatives, performance results, emerging trends and opportunities to senior management
→Establish cross-functional partnerships and networks in order to support the execute cross-functional and business initiatives
→Utilize statistical analysis to perform risk, financial, data analyses and quality assurance across all portfolios
→Initiate communication (via phone & email) with customers to obtain required financial statements, tax returns or other documentation to support the review process
→Coordinate customer outreach, when needed with Account Management & Clients
→Liaison with the Credit & Risk team members to coordinate and schedule account reviews
→Develop and manage a “project management” styled approach to track account activity and file/folder maintenance to accurately document all activity
→Perform periodic audits of Customer files/folders to ensure adherence to established policy
→Develop and generate progress reports and statements as requested
→Build working relationships with various teams across the organization
→Assist and Lead any back-office support to all internal teams as needed and assist with special projects as assigned

Requirements

~1 min read

Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing role
Highly analytical thinking with a drive towards execution and delivering results
Strong communication skills, written and oral
Detailed oriented with strong organizational and prioritization skills required
Superior knowledge and skills using computers and software packages, particularly Microsoft
Word, Excel, PowerPoint, and Outlook
Demonstrated experience with delivering superior customer service
Multilingual candidates with previous experience in project management or business analysis is a distinct advantage

Why you will love working at TreviPay

Competitive salary
Paid parental leave
Generous paid time off
Medical, dental, vision, FSA, Life/AD&D, long and short term disability
401K matching
Employee referral program

At TreviPay we believe:

in saying yes to unique and challenging requirements
empowered team members are creative team members
our products make the customer’s day just a little bit better
work/life balance makes us all more effective

TreviPay is an Equal Opportunity and Affirmative Action Employer. We welcome all veterans and disabled applicants.

Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact Recruiting@trevipay.com to request an accommodation.