Underwriting Training

[modernfundr]

Are there any underwriters in here that would care to shed some light on underwriting for MCA deals? Is there a course you can take somewhere or a piece of information that would help someone in learning to underwrite? My organization is starting to do in-house deals and we want to get more detailed and methodical with it. All help is appreciated!

[JKarp]

CFG Merchant Solutions, LLC (CFGMS) is a rapidly growing specialty finance company that provides working capital to small and medium sized businesses throughout the US in the form of small business (cash) advances and Merchant Cash Advances. We are looking for a motivated, ambitious, articulate, well-qualified individual for the position of underwriter. This position would work out of our downtown NY financial district office.

Job responsibilities include, but are not limited to, the following:

• Issuing pre-approvals and terms to prospective clients
• Analyzing data from prospective merchant’s; applications, credit reports, business bank & credit card statements, business financials, P&L, Balance Sheets, Tax Returns, and other related financial information
• Make phone calls to Merchant/prospect trade references, and conduct preliminary Merchant interview
• Work closely with the Senior Management and Senior Underwriting team
• Interact with internal sales force and external

...

[Vita1964]

Great People Wanted. eCapital is on a mission to provide innovative working capital solutions to small businesses. A steady cash flow can change the course of a business and help a company define its future, growth, and bottom line revenue generation. As a leading provider of funding solutions for small to medium sized businesses, eCapital is one of the fastest growing companies in the industry. We are looking for talented, intelligent, driven, passionate, fun and energetic candidates to join our team!! Position Summary We continue to grow and are now recruiting top talent to join in the launch of the business capital advance operations division as our Director of Underwriting. This individual will act as a coach to the underwriting team, drive execution of performance related to quality consistency and speed and develop risk policies. Additionally, this individual will partner cross-functionally with Data Science/Risk Management, Sales, Marketing, Compliance and others to develop ou...

[bsmiedt]

The Fundworks is a merchant cash advance funder based in Los Angeles. We are seeking an experienced underwriter to join our growing team. 3+ years of experience in an MCA underwriting role is required. Salary will be commensurate with experience. We prefer candidates with ties to Southern California, but exceptional candidates from outside the area will be seriously considered. Interested parties please email careers@thefundworks.com. Applications will be treated with the utmost confidentiality.

Brad Smiedt
brad@thefundworks.com
(844) 644-FUND x701