Financial Underwriting Analyst - Remote

Overview

The Financial Underwriting Analyst will evaluate the financial health and risk profiles of individuals or businesses applying for financial products such as insurance, loans, or investment backing. You will analyze financial data, prepare reports, and help determine approval terms or risk-based decisions. This is a remote, part-time role, intended to assess your capabilities and cultural fit with the team.

In Short

• Review financial statements, credit reports, and supporting documents from applicants.
• Assess risk levels and make data-driven recommendations on coverage, loan amounts, or investment exposure.
• Create and maintain Gantt charts for underwriting pipelines using Microsoft Project or similar tools (as needed).
• Use Excel to build financial models and underwriting worksheets.
• Collaborate with internal teams to ensure alignment with underwriting guidelines and client needs.
• Draft concise summaries and communicate findings to decision-makers.

Requirements

• Strong analytical skills with experience in financial analysis.
• Familiarity with risk assessment methodologies.
• Proficiency in Excel and financial modeling.
• Experience with project management tools like Microsoft Project.
• Excellent communication skills.

Benefits

• Flexible work hours.
• Work from home opportunity.
• Opportunity to assess cultural fit with the team.