Credit Underwriter - Advance Partners jobs in United States
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Paychex · 6 days ago

Credit Underwriter - Advance Partners

Paychex is a leading company in simplifying HR, payroll, and benefits for American businesses. The Credit Underwriter will manage the underwriting process for new clients, ensuring financial viability and credit worthiness through thorough research and analysis of financial documents.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware
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Responsibilities

Researches and completes write-ups of client condition and operating results on financial and credit information, and existing contracts to address client financial viability and credit worthiness to mitigate risk
Researches guarantor's various financial and other related documents, such as individual tax returns, Equifax reports and personal financial statements to determine financial viability and credit worthiness of applicant
Researches accounts receivable information for aging, concentration, and end debtors to determine financial viability and credit worthiness based on available financial and credit information
Builds initial collateral file to be used during the credit approval process of a new client
Reviews client and individual applications for completeness of information
Ensures completeness and accuracy of all information included in the Client Approval Memorandum
Guides and assists Sales team in process for collecting necessary information needed to qualify leads
Assists Sales team as needed with deal structures and contract terms

Qualification

Financial analysisCredit practicesBachelor's Degree in FinanceData analysisCommunication skills

Required

Comparable work experience
Understanding of basic finance and credit practices
Requires ability to analyze data and understand business significance

Preferred

Bachelor's Degree in Finance or related field

Benefits

Medical coverage
Virtual wellness classes
Tuition reimbursement
401(k) + employer match
Adoption assistance
Financial assistance
Paid time off
Company holidays
Culture days
Comprehensive work-life balance programs
Ongoing learning opportunities
Paid time off for volunteerism

Company

Paychex is a human capital management company that delivers advisory solutions in human resources, employee benefit solutions, and payroll.

Funding

Current Stage
Public Company
Total Funding
$4.2B
2025-04-08Post Ipo Debt· $4.2B
1983-08-29IPO

Leadership Team

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John Gibson
President and Chief Executive Officer
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Robert L. Schrader
Senior Vice President and Chief Financial Officer
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Company data provided by crunchbase