Summary Function: Underwriting

Role Overview:

Underwrite transactions, in a fast-paced environment,  that support the transportation vertical within ENGS Commercial Finance Co.

Role Responsibilities:

Detailed responsibilities Include:

  • Review applications for accuracy
  • Decision transactions up to $175K.
  • Underwrite and present transactions to management that exceed credit authority by accurately determining total exposure and recommending applicants accordingly.
  • Review and analyze public information such as Dun & Bradstreet reports, Paynet reports, Secretary of State corporate name verifications, Safer reports, Credit Bureau reports etc.
  • Call, fax or email for credit references
  • Review existing customers for additional exposure to determine if applicant stays in flow for underwriting or needs to be reviewed by Fleet for further consideration.
  • Research industries, markets and equipment as requested
  • Communicate via phone, email or in person with peers and other departments in a professional manner
  • Communicate via phone or email Dealers, Manufacturers and Clients
  • Assisting in additional projects as needed by Management.

Reports To: Credit Manager