Toast
FinServ
CapitalUnderwritingSpecialistII
“Capital Underwriting Specialist II at Toast. Skills: Underwriting, Loan processing, Risk assessment. Apply underwriting guidelines. Assess business risks”
What You'll Achieve.
Meet production goals; Meet quality goals; Meet customer service goals
Industry & Context.
Creative problem-solving
What They're Looking For.
Must Have
3-5 years commercial credit experience, 3-5 years loan processing experience
Nice to Have
Salesforce familiarity, Excel skills helpful
What You'll Do.
Apply underwriting guidelines
Assess business risks
Process documentation
Manage account updates
Interact with loan applicants
Request additional information
Address underwriting considerations
Ensure AML compliance
Ensure KYC compliance
Ensure fair lending compliance
Meet production goals
Meet customer service goals
Adhere to compliance requirements
How You'll Work.
Team & Collaboration
Partner with business teams; Unified approach
Communication Scope
Written communication; Verbal communication; Customer correspondence
Applying for this Capital Underwriting Specialist II role?
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