- Reviewing new and existing applications with finesse, using our Salesforce-backed system.
- Flexing your communication and problem-solving muscles by liaising with our dynamic Sales team.
- Applying your sharp analytical skills to evaluate risk using our tried-and-true underwriting guidelines.
- Navigating our proprietary system to audit client data and files like a pro.
- Engaging with external partners such as banks and equipment finance companies to iron out any wrinkles.
- Seamlessly transitioning client data within our system to keep things flowing smoothly.
- Collaborating across departments to ensure we're bringing on board clients who truly add value.
- Putting the cherry on top by preparing UCC filings to secure our contracts.
- Bachelor's degree in Business or related field
- Exceptional communication, organizational, and problem-solving skills
- Strong analytical skills and good judgement
- A knack for handling difficult conversations
- Strong communicator with excellent written, verbal, and presentation skills
- A high level of creativity, curiosity, and intellect—plus, a killer sense of humor
- Proficiency in MS Excel and a love for all things tech-related.
- Unimpeachable integrity and a passion for being part of a collaborative team.
- Eligibility for Individual and Company bonus programs
- Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
- Pet Insurance, Paid Family Leave, Employee Assistance Program
- Fully Paid Maternity Leave
- 401(k) with Company Matching
- Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
- Travel Stipend to support Work Life Balance
- Leadership Development and Training
- Continuous Learning + Professional enhancements
- Weekly Catered Lunches + Casual Dress Code
- Company Paid Fitness Membership
- Volunteer Days and Opportunities with Company-Partnered Charities
- Internal Inclusion programs
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Sales Underwriter - Roswell, United States - OTR Solutions
Description
Job Description
Job DescriptionOTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.
OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016
As a Sales Underwriter, you'll be essential to our Underwriting department, collaborating closely with and reporting to our Director of UW. You'll be the guard of financial integrity, assessing potential new clients and ensuring a smooth underwriting process for activating new clients. Here's what you'll be up to:
Responsibilities:
What we look for:
OTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.
OTR Solutions is an Equal Opportunity Employer
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