Job Overview
We are a financial services company seeking a dependable and motivated individual to underwrite Bank Statements in our Utah office. The ideal candidate should be comfortable using computers, able to learn new systems and procedures quickly.
We are looking for someone interested in a stable, long-term position who is organized, responsible, professional, and willing to grow with the company.
Duties
- Review applications and supporting documents for completeness and accuracy.
- Collect and organize bank statements, identification documents, and other required business information.
- Analyze business cash flow, average monthly revenue, deposit activity, account balances, and payment history.
- Identify potential risk factors, including negative balances, excessive overdrafts, inconsistent revenue, returned payments, and existing financing obligations.
- Enter applicant information into the company’s systems and maintain accurate records.
- Assist with determining whether an application meets the company’s underwriting guidelines.
- Support the underwriting team by preparing files for review.
- Maintain confidentiality of financial and personal information.
- Follow company procedures and compliance requirements.
Requirements
- Must be at least 18 years old.
- Must be legally authorized to work in the United States.
- Must be willing to complete a background check as part of the hiring process, in accordance with applicable law.
- Previous experience in office administration, office management, financial services, or a related role is preferred.
- Strong computer skills, including accurate data entry, typing, document management, email communication, and the ability to learn new systems.
- Strong attention to detail, including proofreading and maintaining accurate records.
- Ability to handle confidential business, financial, and personal information responsibly.
- Must be punctual, dependable, organized, and professional.
- Strong written and verbal communication skills.
- Ability to learn quickly, follow procedures, and work independently.
- Interest in a stable, long-term position with the company.
Join us to be part of an energetic team dedicated to excellence! We value proactive individuals who bring enthusiasm and professionalism to every task. This paid position offers the chance to develop your skills further while contributing meaningfully to our organization’s success.
Pay: From $24.00 per hour
Work Location: In person
