Company Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper.
We never stop working to find new, innovative ways to make that possible.
Qualifications
- 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, 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
Responsibilities
- Using our proprietary models, you will analyze information provided on commercial loan applications and other third party sites to determine credit worthiness and appropriately assess risk
- Apply defined procedures to independently review and evaluate new and existing customers
- Determine outcome of loan applications while adhering to Compliance and regulatory requirements
- Make outbound calls to customers to validate information when necessary
- Improve Underwriting process, policy, and workflow while identifying areas in need of further incremental improvement
- Raise organizational awareness of issues and works to mitigate risk
- Plan for efficient Underwriting workflow as the business scales
- Completes all assigned loans daily maintaining the department established SLAs
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