Underwriting Processing Associate

Job Description

Underwriting Processing Assocaite
Full-Time, Non-Exempt: Monday - Friday Schedule
$22 / hour (starting)
Build Your Underwriting Career. Investigate the Details. Help Drive Funding Decissions.  

 

About Expansion Capital Group (ECG)

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 join our Underwriting team.

This role is an excellent opportunity for someone who enjoys detail-oriented work, researching information, and identifying discrepancies while building a career in underwriting and commercial finance.

You’ll play an important role in the underwriting process by gathering, reviewing, validating, and organizing the information our Underwriters need to evaluate funding opportunities. In this role, you’ll review financial and business documentation, research businesses, verify information, and help ensure underwriting files are accurate and ready for review and funding.

If you’re naturally curious, highly organized, and enjoy investigating details to make sure information is complete and accurate, this could be a great opportunity to grow your career.

What You’ll Do:

• Review incoming documentation for completeness, accuracy, and compliance with company and lender guidelines
• Verify application information, supporting documentation, stipulations, and funding requirements
• Perform quality assurance reviews before underwriting and funding activities
• Identify missing, inconsistent, or inaccurate information and work to resolve or escalate concerns
• Research businesses, industries, and related information to help validate business operations and support risk assessment
• Obtain and review Secretary of State filings, background reports, industry reports, and other required documentation
• Investigate credit bureau discrepancies and other information inconsistencies that may impact underwriting review
• Verify banking relationships and account information to support bank verification, statement analysis, and funding activities
• Prepare contract requests and ensure required documentation is complete before funding
• Communicate findings, concerns, and exceptions to Underwriters and leadership
• Maintain accurate, organized documentation while helping keep underwriting workflows moving efficiently

What You’ll Learn:

• How commercial underwriting and funding processes work
• How financial and business documentation is used to support underwriting decisions
• Business research and verification techniques
• Bank verification and financial information review
• How to identify discrepancies and potential risk within underwriting files
• Company, lender, and regulatory requirements
• Skills that can prepare you for future opportunities within underwriting

Why Join Us:

• Career Launchpad: Build a foundation in underwriting and commercial finance
• Hands-On Experience: Work directly with documentation, business research, verification activities, and funding preparation
• Develop Analytical Skills: Learn how to investigate information, identify discrepancies, and support risk assessment
• Career Growth: Opportunity to progress into more advanced processing and underwriting positions
• Meaningful Contribution: Help Underwriters make efficient, well-supported funding decisions
• Growing Organization: Build your career within a growing financial services company

What We’re Looking For:

Strong candidates typically have experience in:
• Underwriting or loan processing support
• Banking or financial services operations
• Financial document review
• Administrative or documentation-focused roles
• Business research or information verification
• CRM, loan processing, underwriting, or financial systems
• Quality assurance or other detail-intensive operational roles

You’ll Thrive in This Role If You Are:

• Extremely detail-oriented
• Naturally curious and investigative
• Organized and process-driven
• Analytical and comfortable solving problems
• Consistent and accurate, even when performing repetitive tasks
• Reliable with strong follow-through
• Comfortable managing multiple priorities in a fast-paced environment
• Able to work independently while contributing to a team
• Accountable and willing to take ownership of your work

Work Environment:

• In-office position located in Sioux Falls, SD or Sandy, UT
• Professional office environment using standard office equipment and business systems
• Monday–Friday schedule, 8:00 AM – 5:00 PM
• Occasional evening or weekend work may be required based on business needs

 

Job Requirements

Required Experience


• High school diploma or equivalent
• Strong attention to detail and commitment to accuracy
• Strong analytical, problem-solving, and critical-thinking skills
• Strong organizational skills with the ability to manage multiple priorities
• Effective written and verbal communication skills
• Proficiency with Microsoft Office applications and standard business technology
• Ability to research, analyze, and validate information from multiple sources
• Ability to work independently and collaboratively within a team environment
• Ability to learn and apply company, lender, and regulatory requirements
• Demonstrated accountability, integrity, adaptability, teamwork, resourcefulness, and follow-through

Preferred Experience


• One to three years of underwriting support, loan processing, financial services, banking, administrative operations, or related experience
• Experience reviewing financial documentation or supporting lending or underwriting activities
• Experience with CRM, underwriting, loan processing, or financial systems
• Business entity research or information verification
• Bank verification processes
• Commercial lending documentation

Equal Opportunity Employer

Expansion Capital Group is an equal opportunity employer and considers all applicants without regard to protected characteristics.