About the role
At Fintap, we understand small business. We’re helping improve the economic landscape by changing the way small businesses access short-term working capital. As we continue to grow, we remain committed to providing efficient, responsible funding solutions that help small businesses succeed.
Fintap is seeking an Underwriting Operations Specialist to join our team and play an important role in supporting our underwriting and operational processes. This position is responsible for overseeing key aspects of application intake, contract preparation, quality control, and administrative operations. The ideal candidate is highly organized, detail-oriented, and comfortable taking ownership of critical processes where accuracy and consistency matter.
Responsibilities:
Review and monitor automated application intake to ensure accuracy, completeness, and proper processing.
Identify, investigate, and correct application intake or data errors, including information entered into Salesforce.
Perform ongoing quality control of automated intake workflows and escalate recurring or material issues when appropriate.
Prepare, review, and distribute funding agreements and other contract documents in accordance with applicable product, program, and state-specific requirements.
Maintain a strong working knowledge of various contract structures, funding products, programs, and jurisdictional requirements to ensure documents are prepared accurately.
Review contracts carefully for accuracy, consistency, and completeness prior to issuance.
Manage contract requests from preparation through distribution, ensuring requests are handled accurately and in a timely manner.
Receive, review, scan, and appropriately route incoming legal and business correspondence, including bankruptcy notices, court documents, and other time-sensitive materials.
Serve as a primary point of contact for incoming calls to the company’s main line, appropriately addressing or routing inquiries.
Maintain accurate records and documentation within Salesforce and other internal systems.
Work closely with the Chief Risk Officer and other departments to resolve operational, underwriting, contract, and documentation issues.
Assist with process improvements, quality-control initiatives, and other operational projects as needed.
Work setup: On-site
