About The Position

A merchant cash advance funding company is seeking a detail-oriented Pre-Underwriter to join their team. This person will be on the front lines of the deal pipeline — scrubbing bank statements, assessing initial eligibility, and keeping client relationships running smoothly. It's a hybrid role open to candidates from a variety of financial or analytical backgrounds.

Requirements

  • Background in finance, banking, accounting, or a related analytical field
  • Strong attention to detail in reviewing and analyzing bank statements
  • Ability to manage client relationships professionally and efficiently

Responsibilities

  • Review and scrub bank statements for pre-underwriting eligibility
  • Assess cash flow patterns and identify key risk indicators prior to full underwriting
  • Serve as a point of contact for clients throughout the pre-underwriting process
  • Maintain clear and professional communication to keep deals moving forward
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