Operations Underwriter

At a glance

Summary by MCA Job Board

Role type

Underwriting

Company type

Fintech

About the role

The employer is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.
OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!
As a Operations Underwriter, you will be handling daily operational tasks for the Underwriting department. You will be responsible for reviewing and updating the activity of clients for OTR. You will analyze incoming applications and work quickly to update client information.

Responsibilities

• Review client accounts by addressing and facilitating business changes such as ownership transitions, bank alterations, and name updates
• Perform analysis using standard Underwriting guidelines and policies in place
• Maintain and update all preliminary client data and files while effectively managing portfolios
• Communicate with outside vendors like banks, equipment finance companies and other factoring companies
• Collaborate with Underwriting, Finance, Operations, and other departments to ensure we are bringing on value clients
• Prepare a UCC filing for each client in order to secure and validate OTR’s contract
• Support the team with any active buyouts with a competitor by verifying pay status on all open receivables

What we look for

• Bachelor’s degree in Business or related field
• Exceptional communication, organizational, and problem-solving skills
• Team player with multi-tasking and prioritizing abilities
• Strong analytical skills and good judgement
• Ability to handle difficult conversations
• Proficiency in MS Excel and related computer knowledge

Perks and Benefits

OTR provides a competitive, comprehensive compensation package for our full-time employees:

• Paid Certifications
• Certification Bonus
• Eligibility for Individual and Company bonus programs
• Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
• Pet Insurance, Paid Family Leave, Employee Assistance Program
• Fully Paid Maternity Leave
• 401(k) with Company Matching
• Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
• Travel Stipend to support Work Life Balance
• Leadership Development and Training
• Continuous Learning + Professional enhancements
• Weekly Catered Lunches + Casual Dress Code
• Company Paid Fitness Membership
• Volunteer Days and Opportunities with Company-Partnered Charities
• Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

The employer is an Equal Opportunity Employer