We are in need of a creative Pre-Underwriting Analyst I to join our awesome team at KC Chamber in Overland Park, KS.
Growing your career as a Full Time Pre-Underwriting Analyst I is a promising opportunity to develop necessary skills.
If you are strong in persuasion, cooperation and have the right attitude for the job, then apply for the position of Pre-Underwriting Analyst I at KC Chamber today!
TreviPay
Job Description
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.
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 the 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.
Additional 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 policyTrack and report on initiatives, performance results, emerging trends and opportunities to senior managementEstablish cross-functional partnerships and networks in order to support the execute cross-functional and business initiativesUtilize 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 processCoordinate customer outreach, when needed with Account Management & ClientsLiaison with the Credit & Risk team members to coordinate and schedule account reviewsDevelop and manage a "project management" styled approach to track account activity and file/folder maintenance to accurately document all activityPerform periodic audits of Customer files/folders to ensure adherence to established policyDevelop and generate progress reports and statements as requestedBuild working relationships with various teams across the organizationAssist and Lead any back-office support to all internal teams as needed and assist with special projects as assigned.Qualifications: Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing roleHighly analytical thinking with a drive towards execution and delivering results.Strong communication skills, written and oralDetailed oriented with strong organizational and prioritization skills requiredSuperior knowledge and skills using computers and software packages, particularly Microsoft Word, Excel, PowerPoint, and OutlookDemonstrated experience with delivering superior customer serviceMultilingual candidates with previous experience in project management or business analysis is a distinct advantageWhy you will love working at TreviPay: Competitive salaryPaid parental leaveGenerous paid time offMedical, dental, vision, FSA, Life/AD&D, long and short term disability401K matchingEmployee referral programAt TreviPay we believe: in saying yes to unique and challenging requirementsempowered team members are creative team membersour products make the customer's day just a little bit betterwork/life balance makes us all more effectiveTreviPay is an Equal Opportunity and Affirmative Action Employer. We welcome all veterans and disabled applicants. https://www.trevipay.com/about-us/careers/
Benefits of working as a Pre-Underwriting Analyst I in Overland Park, KS:
? Career Growth Potential
? Rapid Progression
? Leading Industry Pay