Financial Underwriting Analyst

The Financial Underwriting Analyst will evaluate the financial health and risk profiles of individuals or businesses applying for financial products such as insurance, loans, or investment backing. You will analyze financial data, prepare reports, and help determine approval terms or risk-based decisions. This is a remote, part-time role, intended to assess your capabilities and cultural fit with the team.

Job Responsibilities:

• Review financial statements, credit reports, and supporting documents from applicants.
• Assess risk levels and make data-driven recommendations on coverage, loan amounts, or investment exposure.
• Create and maintain Gantt charts for underwriting pipelines using Microsoft Project or similar tools (as needed).
• Use Excel to build financial models and underwriting worksheets.
• Collaborate with internal teams to ensure alignment with underwriting guidelines and client needs.
• Draft concise summaries and communicate findings to decision-makers.
  
   

Qualifications:

• Proven experience in financial analysis, underwriting, or a related analytical role.
• Strong proficiency in Microsoft Excel (e.g., formulas, pivot tables, VLOOKUP, data analysis tools).
• Familiarity with Microsoft Project or the ability to quickly learn Gantt chart tools.
• Excellent attention to detail and ability to evaluate complex financial data.
• Strong written and verbal communication skills.
• Ability to work independently with minimal supervision.

What we offer:

• Opportunities for growth and advancement

Work Hours:

• Part-time position to start (with potential to transition to full-time as the company grows)