Underwriting Processing Associate - Sandy, UT
About The Position
Expansion Capital Group (ECG) provides financing solutions that help small businesses access the capital they need to grow. Our team specializes in efficient, non-traditional lending, balancing speed with strong credit discipline and a commitment to doing things the right way. We are looking for an Underwriting Processing Associate to support our Underwriting team. This is an ideal entry point for someone early in their career who wants exposure to underwriting, commercial finance, and lending operations. You’ll play a key role behind the scenes by helping ensure underwriting decisions are supported by complete, accurate, and well-organized information. If you're highly organized, detail-oriented, and motivated to grow into underwriting or financial services, this is a strong launchpad. In this role, you’ll review documentation, research businesses, verify information, and help prepare funding requests for underwriting review.
Requirements
- High school diploma or equivalent
- Strong attention to detail and commitment to accuracy
- Strong organizational and time management skills
- Effective verbal and written communication skills
- Proficiency with Microsoft Office and standard business technology tools
- Ability to research, analyze, and validate information from multiple sources
- Ability to work independently and collaboratively within a team environment
Nice To Haves
- One to three years of experience in underwriting support, loan processing, financial services, banking, administrative operations, or a related field
- Experience reviewing financial documentation and supporting lending activities
- Experience working with CRM, underwriting, loan processing, or financial systems
- Familiarity with business entity research, bank verification processes, or commercial lending documentation
- Experience supporting underwriting, lending, insurance, or financial operations teams
Responsibilities
- Review incoming documentation for completeness, accuracy, and compliance with company guidelines
- Verify application information, supporting documentation, and funding requirements
- Perform quality assurance reviews on documentation and account information
- Research businesses, industries, and supporting information used in underwriting decisions
- Obtain, review, label, and upload business filings, background reports, and required documentation
- Investigate and resolve information discrepancies that may impact underwriting review
- Conduct bank verification activities and support funding preparation
- Prepare contract requests and verify documentation prior to funding
- Maintain organized records and documentation within company systems
- Collaborate with underwriting team members and business partners to support efficient workflow and timely decisions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
