Financial Underwriting Analyst

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Requirements:

• Proven experience in financial analysis, underwriting, or a related analytical role.
• Strong proficiency in Microsoft Excel (e.g., formulas, pivot tables, VLOOKUP, data analysis tools).
• Familiarity with Microsoft Project or the ability to quickly learn Gantt chart tools.
• Excellent attention to detail and ability to evaluate complex financial data.
• Strong written and verbal communication skills.
• Ability to work independently with minimal supervision.

Responsibilities:

• Review financial statements, credit reports, and supporting documents from applicants.
• Assess risk levels and make data-driven recommendations on coverage, loan amounts, or investment exposure.
• Create and maintain Gantt charts for underwriting pipelines using Microsoft Project or similar tools (as needed).
• Use Excel to build financial models and underwriting worksheets.
• Collaborate with internal teams to ensure alignment with underwriting guidelines and client needs.
• Draft concise summaries and communicate findings to decision-makers.