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Greenbox Capital · 4 days ago

Frontline Underwriter

United States

Full-time, Contract

Remote

New Grad, Entry Level

$4.50/hr - $6.50/hr

0+ years exp

Greenbox Capital is dedicated to helping small businesses thrive by providing fast and accessible funding. As a Frontline Underwriter, you will be responsible for reviewing merchant applications, analyzing bank statements, and ensuring high-quality underwriting decisions to protect portfolio health.

Commercial LendingFinanceFinancial ServicesLending

Growth Opportunities

Responsibilities

Evaluate incoming merchant applications for completeness and readiness

Spot red flags and prepare files for deeper underwriting

Deliver high-quality reviews within daily and weekly SLAs

Communicate with brokers and internal teams to close gaps fast

Review and verify merchant submissions for completeness and accuracy, ensuring packages meet intake standards and are SOP-compliant

Analyze bank statements and business documents and identify and escalate discrepancies or concerns to Underwriters

Maintain data integrity in CRM and document systems and enter information accurately and clearly mark incomplete submissions

Communicate effectively with brokers and internal stakeholders and respond quickly to missing info and maintain a strong, service-oriented tone

Meet key performance targets

Hit a minimum of 70% of top producer benchmarks for volume, accuracy and turnaround time

Maintain an error rate of 4% or lower

Maintain an average processing time of 24 minutes per submission

Performance is assessed monthly, with feedback given daily, weekly, or as needed

Qualification

Bank Statement AnalysisAttention to DetailFinancial AnalysisCRM ExperienceMS Office (Excel)Digital Workflow AgilityTyping SpeedService-Oriented CommunicationPositive AttitudeCross-Functional Collaboration

Required

Have strong attention to detail and enjoy working with financial data

Can review bank statements with confidence and spot anomalies quickly

Bring a positive attitude and learn fast in a remote, high-volume environment

Are comfortable with daily targets and quality-based performance metrics

Have prior experience in merchant cash advance (MCA) or are eager to gain it

0–1+ years of underwriting, financial analysis, or small business lending experience

Comfortable reviewing financial statements and business documentation

Familiarity with MS Office, especially Excel

CRM and document management experience (Centrex or similar a plus)

Familiarity with AI tools to improve efficiency and accuracy in workflows

Typing speed and digital workflow agility (you'll complete a typing and UW assessment during the interview process)

Preferred

QA or financial statement or document review background is a strong plus

Bachelor's degree not required - we care more about your mindset and skill set

Benefits

Flexible PTO – Work hard, rest well

Remote-First – Work from anywhere in the Philippines, aligned to EST

Smart, Supportive Teammates – Work with people who are kind, sharp, and aligned with our values: Commitment, Communication, Teamwork, Service, and Integrity