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