Ag Resource Management · 2 days ago
Underwriter- Now Account
United States
Full-time
Remote
Entry Level
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Responsibilities
Analyze client financials, including invoices, accounts receivable, and credit reports, to determine eligibility for invoice purchase.
Evaluate risks and make recommendations on credit limits and funding approvals.
Verify and validate documentation to ensure compliance with company policies and industry standards.
Assist in the preparation of underwriting reports and present findings to senior team members.
Collaborate with the sales and operations teams to streamline client onboarding and ensure timely funding.
Monitor existing client portfolios to identify potential risks and recommend appropriate actions.
Stay updated on industry trends, market conditions, and regulatory requirements related to factoring.
Qualification
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Required
Previous experience in factoring or accounts receivable financing is required.
Strong analytical skills with the ability to interpret financial statements and credit data.
Detail-oriented with excellent problem-solving capabilities.
Effective communication skills, both written and verbal, to interact with internal teams and clients.
Proficiency in financial analysis tools, Microsoft Excel, and CRM systems.
Preferred
A bachelor’s degree in finance, accounting, business administration, or a related field is preferred.
Benefits
Competitive salary and benefits package.
Company
Ag Resource Management
Ag Resource Management is a financial services company providing financial solutions risk management services.
Founded in 2009
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2015-09-01Private Equity· undefined
Leadership Team
P
Paul Tate
CEO
Mark Branch
Chief Operating Officer/Co - Founder
Recent News
Dallas Innovates
2022-12-07
Company data provided by crunchbase
