Foundation Software · 1 day ago
Underwriting Specialist
Strongsville, OH
Full-time
Onsite
Mid LevelFoundation Software is a company that promotes a fun and casual yet hard-working culture, investing in their employees' well-being. The Underwriting Specialist serves as the primary coordinator between the company and its underwriting partner, ensuring efficient processing of new accounts with a focus on accuracy and compliance.
AccountingConstructionMobile AppsProject ManagementSaaSSoftware
Responsibilities
Serve as the central point of contact between the company and Corpay for all underwriting-related activities
Coordinate the collection, review, and submission of client documentation required for underwriting approval
Review applications for completeness, accuracy, and compliance with underwriting requirements before submission
Track and manage the status of all active underwriting files, ensuring timely movement through each stage of review
Communicate clearly with sales and account management teams on underwriting progress, missing information, or decisions
Liaise with Corpay's underwriting and credit teams to clarify requirements, resolve questions, and expedite approvals
Maintain organized and compliant records of all underwriting communications, decisions, and documentation
Identify and escalate potential risk or compliance issues to the appropriate internal or external stakeholders
Collaborate with internal teams to improve underwriting workflows, response times, and data accuracy
Assist in the development and continuous refinement of underwriting procedures and checklists
Support the onboarding and activation of new accounts following underwriting approval, ensuring a seamless handoff to implementation or account management teams
Provide regular reporting and metrics on underwriting volume, approval timelines, and outstanding files
Stay informed about Corpay's underwriting criteria, policy changes, and risk standards to ensure ongoing alignment
Represent the company professionally in all communications with Corpay and clients, demonstrating integrity, accuracy, and responsiveness
Qualification
Required
Prior experience in underwriting coordination, financial operations, credit processing, or related financial services
Strong understanding of business credit, financial statements, and underwriting principles preferred
Excellent communication skills with the ability to translate complex information into clear, actionable updates
Exceptional organizational and time management abilities; capable of managing numerous concurrent underwriting files
Proven attention to detail, accuracy, and compliance
High level of professionalism, discretion, and reliability
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM or workflow tools
Strong problem-solving and follow-up skills, with the ability to work independently under tight deadlines
Ability to work collaboratively with cross-functional teams, including sales, compliance, and external underwriting partners
Preferred
Strong understanding of business credit, financial statements, and underwriting principles preferred
Experience in fintech, banking, payments, or expense management software is a plus
Benefits
Manicures and pedicures in the office
Massages
House cleaning
Laundry service
Monthly car washes
Catered lunches Wednesdays
Monthly happy hour
Top-notch workout facility
Fitness classes
Free personal training
Game room complete with table tennis, foosball, and video game systems
Full kitchen
Free coffee and specialty flavors
Soft drinks
Snacks
Tickets to Cleveland sporting events
A variety of lunch and learns
Various employee-appreciation events throughout the year
Paid vacation
Paid holidays
401(k) with match
Tuition reimbursement
Medical, eye and dental
Discounts on pet, home, and auto insurance through Liberty Mutual
Company
Foundation Software
Foundation Software develops FOUNDATION® job accounting, project management and mobile software for the construction industry.
Founded in 1985
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-08-04Acquired
Leadership Team
Linh L.
Chief Information Officer
Steve Antill
Chief Revenue Officer (CRO)
Recent News
Company data provided by crunchbase