We are seeking a highly organized and detail-oriented professional to play a key role in our operating model, requiring institutional-grade discipline across two core areas~

Underwriting and credit file integrity (consistent, lender-ready packages and risk scoring).

Back-office execution (contract management, transaction confirmation, cost and margin validation, systems updates, and reporting).

Responsibilities

Underwriting Operations

• Execute the underwriting process in accordance with the defined Credit & Risk policy
• Manage checklists and ensure complete document collection (financial, tax, banking, legal, ownership, etc.)
• Standardize naming conventions, version control, and data room organization
• Prepare complete, lender- or investor-ready credit files for review
• Perform credit checks (BCR, D&B), public record verifications, KYC/AML, and risk scoring
• Extract financial information, calculate key ratios, and identify risks or inconsistencies
• Prepare credit boxes, summaries, and exception memos for risk committee review
• Maintain due diligence packages ready for funding processes

Back Office Operations

• Manage and oversee the full contract lifecycle (MSAs, exhibits, signatures, executed filing)
• Confirm transactions and validate margins, COGS, and pricing prior to execution
• Reconcile sold vs. installed transactions and escalate discrepancies
• Update CRM and operational systems (statuses, milestones, exceptions, billing start dates)
• Act as a liaison between front office, middle office, and back office teams
• Provide light support for billing initiation and issue resolution

Tools

• Excel / Google Sheets
• Document management systems and data rooms
• CRM and operational systems
• Weekly reporting on pipeline, underwriting, exceptions, and cohort readiness

Education

• MBA (preferred) in Finance or Accounting
• Or Bachelor’s degree in Finance / Accounting with comparable experience

Experience

• 4+ years of experience in at least one of the following areas~
• B2B underwriting or credit analysis
• Loan operations or receivables finance
• FP&A or accounting with strong financial statement review experience
• Contract administration or operations within financial services or B2B environments

Skills

• Exceptional organizational skills and attention to detail
• Clear and structured writing skills (credit boxes, checklists, exception memos)
• Strong handling of confidential information
• Cross-functional collaboration skills with a strong execution mindset
• Availability Monday through Friday, 9 AM to 5 PM EST
• Experience in equipment finance, receivables, ABS, or credit insurance
• Familiarity with BCR / D&B reports and risk scoring
• Experience preparing due diligence packages for lenders

• Execute the underwriting process in accordance with the defined Credit & Risk policy
• Manage checklists and ensure complete document collection (financial, tax, banking, legal, ownership, etc.)
• Standardize naming conventions, version control, and data room organization
• Prepare complete, lender- or investor-ready credit files for review
• Perform credit checks (BCR, D&B), public record verifications, KYC/AML, and risk scoring
• Extract financial information, calculate key ratios, and identify risks or inconsistencies
• Prepare credit boxes, summaries, and exception memos for risk committee review
• Maintain due diligence packages ready for funding processes
• Manage and oversee the full contract lifecycle (MSAs, exhibits, signatures, executed filing)
• Confirm transactions and validate margins, COGS, and pricing prior to execution
• Reconcile sold vs. installed transactions and escalate discrepancies
• Update CRM and operational systems (statuses, milestones, exceptions, billing start dates)
• Act as a liaison between front office, middle office, and back office teams
• Provide light support for billing initiation and issue resolution

• Exceptional organizational skills and attention to detail
• Clear and structured writing skills (credit boxes, checklists, exception memos)
• Strong handling of confidential information
• Cross-functional collaboration skills with a strong execution mindset
• Availability Monday through Friday, 9 AM to 5 PM EST
• Experience in equipment finance, receivables, ABS, or credit insurance
• Familiarity with BCR / D&B reports and risk scoring
• Experience preparing due diligence packages for lenders

• MBA (preferred) in Finance or Accounting
• Or Bachelor’s degree in Finance / Accounting with comparable experience