Underwriting Specialist

• Serve as the central point of contact between the company and Corpay for all underwriting-related activities
• Coordinate the collection, review, and submission of client documentation required for underwriting approval
• Review applications for completeness, accuracy, and compliance with underwriting requirements before submission
• Track and manage the status of all active underwriting files, ensuring timely movement through each stage of review
• Communicate clearly with sales and account management teams on underwriting progress, missing information, or decisions
• Liaise with Corpay's underwriting and credit teams to clarify requirements, resolve questions, and expedite approvals
• Maintain organized and compliant records of all underwriting communications, decisions, and documentation
• Identify and escalate potential risk or compliance issues to the appropriate internal or external stakeholders
• Collaborate with internal teams to improve underwriting workflows, response times, and data accuracy
• Assist in the development and continuous refinement of underwriting procedures and checklists
• Support the onboarding and activation of new accounts following underwriting approval, ensuring a seamless handoff to implementation or account management teams
• Provide regular reporting and metrics on underwriting volume, approval timelines, and outstanding files
• Stay informed about Corpay's underwriting criteria, policy changes, and risk standards to ensure ongoing alignment
• Represent the company professionally in all communications with Corpay and clients, demonstrating integrity, accuracy, and responsiveness

• Prior experience in underwriting coordination, financial operations, credit processing, or related financial services
• Strong understanding of business credit, financial statements, and underwriting principles preferred
• Excellent communication skills with the ability to translate complex information into clear, actionable updates
• Exceptional organizational and time management abilities
• capable of managing numerous concurrent underwriting files
• Proven attention to detail, accuracy, and compliance
• High level of professionalism, discretion, and reliability
• Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM or workflow tools
• Strong problem-solving and follow-up skills, with the ability to work independently under tight deadlines
• Ability to work collaboratively with cross-functional teams, including sales, compliance, and external underwriting partners
• Experience in fintech, banking, payments, or expense management software is a plus

Experience in fintech, banking, payments, or expense management software

• Medical
• Dental
• Vision
• 401K
• PTO
• Paid Holidays
• manicures and pedicures in the office
• massages
• house cleaning
• laundry service
• monthly car washes
• catered lunches Wednesdays
• monthly happy hour
• work-life balance with a top-notch workout facility
• fitness classes
• free personal training
• game room complete with table tennis, foosball, and video game systems
• full kitchen
• free coffee and specialty flavors
• soft drinks
• snacks
• tickets to Cleveland sporting events
• lunch and learns
• employee-appreciation events
• paid vacation
• tuition reimbursement
• discounts on pet, home, and auto insurance through Liberty Mutual