[Hiring] Underwriter @Somewhere

Role Description

In this role, you will use underwriting skills to expedite the financing approval process. You will also use processor skills to follow up on a pipeline of projects with a duty to field and address questions, clear any existing conditions, and deliver a heightened level of service. You are a confident communicator, have a positive and professional personality, and thrive in a fast-paced, team-oriented environment.

Qualifications

• A combination of education and experience equivalent to a Bachelor's degree in Finance or a related field, or 2–4 years of experience in processing, underwriting, funding, or escrow within mortgage or financial services.
• PACE (Property Assessed Clean Energy) experience preferred.
• Excellent listening and problem-solving skills.
• Resourceful and proactive in finding solutions that meet and exceed both property owner and contractor expectations while adhering to program guidelines.
• Ability to remain calm under pressure and navigate the organization to solve problems.
• Strong critical thinking, problem-solving, and decision-making skills.
• Ability to independently manage daily tasks and short-term projects.
• Professional and confident verbal communication skills with clear and concise writing ability.
• Passionate about delivering outstanding customer experiences.
• Proficiency in Microsoft Office Suite and PDF conversions required.
• Salesforce platform experience strongly preferred.
• Ability to speak, read, and write in Spanish preferred.
• May start as temporary-to-hire depending on experience.
• May require flexible hours, including evenings or weekends, as scheduled.

Requirements

• Underwrite files, clear conditions, and send out finance agreements to help complete decisions up to and including approval and/or denial.
• Manage pipelines by interfacing with property owners, contractors, and Regional Account Managers (RAMs).
• Ensure accurate and thorough analysis of credit risk and proper documentation for all applicants and projects submitted for tax financing.
• Take ownership of all assigned projects once the application is submitted and ensure all documents are in place for the project to move to NTP (Notice to Proceed).
• Review projects and confirm they are complete with appropriate permits, inspections, and lien releases as applicable.
• Ensure pipeline tasks and requirements are maintained and proactively assist in driving designated projects toward NTP.
• Prepare financing documents and coordinate accurate execution with property owners, contractors, and signing agents.
• Complete Identity Verification (IDV) for all property owners of record.
• Conduct Deal Verification Calls (Welcome Calls) with property owners.
• Support documentation requirements for final financing agreements and work within district requirements to finalize project financing.
• Assist in the development and maintenance of department policies and procedures.
• Help develop the team’s knowledge and skills based on customer experiences and scenarios.
• Collaborate with team members and serve as a subject matter expert in underwriting and business processes.
• Perform special projects, research, and other duties as assigned.

Company Description