Bachelor’s degree is preferred in business, finance, or economics
1-2 years of experience in small business or commercial underwriting
Excellent communication skills with the ability to simply lay out the conclusions and reasons for each decision
Financial background; knowledge of financial statement components and solid understanding of key risk drivers
Comfortable operating in a fast-paced environment
Strong analytical and problem-solving background with the ability to work independently
Working knowledge of Salesforce, Microsoft/Google Office suites (ex. Sheets, Excel, Word, Slides, PowerPoint, etc.) and internal system tools
Empathy and understanding of the small business owner and their finances
Operationally savvy with the ability to constantly focus on the process and to develop and implement operational changes in order to improve efficiency and limit risk throughout the underwriting process