Process Associate

OfficeFull-timePosted Aug 3, 2026
  • Interpret numerical data accurately and deliver outputs as per client requirements with zero tolerance for errors.
  • Communicate effectively with clients through chat and email.
  • Review broker applications and create leads in the CRM.
  • Validate merchant applications against lender guidelines and underwriting criteria.
  • Analyze bank statements and prepare Bank Analysis reports.
  • Perform pre-underwriting, underwriting, and post-underwriting activities.
  • Update approval and decline decisions from email to the CRM system.
  • Review credit applications and conduct credit checks.
  • Assess business, economic, and industry risks to support lending decisions.
  • Manage multiple applications simultaneously while meeting turnaround time (TAT) and quality standards.
  • Make informed underwriting decisions based on thorough analysis and established guidelines.

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