Underwriting Analyst

Core Tasks:

  • Follow process / SOP doc to issue profitable underwriting decisions
  • Analyze and interpret small business data related to financing applications
  • Analyze data to determine the appropriate loan sizes and structures
  • Research client risk, business needs, opportunities, and challenges
  • Advise internal sales reps to offer appealing small business financing options
  • Work to iterate internal SOPs and improve processes as needed


  • 3+ years experience in loan origination and/or FP&A-related role
  • Intermediate – advanced capabilities in Excel or Google Sheets 
  • Familiarity with basic financial statements and analysis
  • Strong written and verbal English communication skills
  • Ability to work EST


  • Familiarity with Gmail / Outlook and/or Teams / Slack for internal comms