Underwriter

About the role

The is responsible for the meticulous review and evaluation of financial applications and all accompanying supporting documentation. This role requires the input and maintenance of accurate data within underwriting systems and platforms to ensure integrity. You will verify the completeness and accuracy of submitted information before any risk assessment occurs. It is essential to assess risk and confirm that all decisions align precisely with established underwriting guidelines. In this capacity, you will flag discrepancies, inconsistencies, or missing information for prompt resolution. You will coordinate with internal teams to guarantee smooth processing and timely turnaround on every case. Furthermore, you will maintain organized and up-to-date records for all cases handled during the engagement. Adherence to compliance standards and internal policies is mandatory at all times in this position.

Key facts

What you'll do

• You will review and evaluate financial applications and supporting documentation with precision.
• You will input and maintain accurate data across underwriting systems and platforms to ensure database reliability.
• You will verify completeness and accuracy of submitted information before proceeding with analysis.
• You will assess risk and ensure decisions align with established underwriting guidelines and protocols.
• You will flag discrepancies, inconsistencies, or missing information for resolution by the appropriate teams.
• You will coordinate with internal teams to ensure smooth processing and timely turnaround of all underwriting cases.
• You will maintain organized and up-to-date records for all cases handled during the contract period.
• You will adhere to compliance standards and internal policies at all times during daily operations.
• You will conduct detailed analysis of financial documents to support informed underwriting decisions.
• You will manage a consistent workload independently while meeting strict deadlines and quality standards.
• You will communicate findings and recommendations clearly through written documentation for audit trails.
• You will support the underwriting process by identifying trends or issues that require procedural attention.
• You will ensure all client interactions reflect professionalism and accuracy in US client-facing communication.
• You will follow established procedures for escalating complex cases that fall outside standard guidelines.

Requirements

• Proven experience in financial underwriting or a related data-intensive financial role is mandatory for this position.
• You need strong attention to detail and a demonstrated commitment to accuracy in every task you perform.
• You need the ability to work independently and manage a consistent workload without direct supervision.
• You need excellent written and spoken English for US client-facing communication and documentation.
• You need to be comfortable working US Eastern hours on a full-time basis throughout the contract duration.
• Prior remote work experience is required; candidates without demonstrated remote work experience will not be considered for this role.
• You need proven experience working with US-based clients in previous professional engagements.
• You need a background that includes familiarity with financial controls, lending principles, insurance concepts, or credit evaluation methods.

Nice to have

• It helps if you have a background in financial services, lending, insurance, or credit environments.
• It helps if you are familiar with underwriting software and financial data platforms used in professional settings.
• It helps if you have experience working in a high-volume, process-driven environment where accuracy is critical.

Practical notes

Note: remote work is required for this position and must be conducted from Panama

Panama City.

Note: US Eastern hours are mandatory for full-time engagement; candidates must be available during this timeframe.

Note: The contract offers compensation in the range of $500 - $700 Tier 1 for the first year.

Note: Multiple compensation ranges exist, with potential earnings between $500 - $1,000 based on experience and scope.

Note: The role involves working with underwriting and financial data platforms on a daily basis.

Note: The role also interfaces with CRM and case management tools as part of the broader workflow.

Note: This is a contract opportunity with a New York-based startup supported by top-tier venture investors.

Note: The company builds enterprise software that empowers global brands to monitor and optimize advertising budgets of $1 million+ annually.

Note: Rapid expansion has prompted the formation of a first-generation go-to-market team tasked with accelerating revenue growth.

Note: All applicants must meet the eligibility requirements without exception to be considered for the position.

Note: Only candidates who can provide proof of remote work experience will move forward in the selection process.

Note: The position requires a long-term commitment to accuracy, compliance, and professional development within the team.

Note: Successful candidates will be expected to integrate quickly into the operational workflows of a growing enterprise software company.

Note: This role is critical to the risk management infrastructure supporting the company's advertising budget optimization solutions.

Note: The work environment is fast-paced and requires adaptability, strong communication skills, and a high level of responsibility.

Note: Candidates must be prepared to handle sensitive financial information with discretion and professionalism at all times.

Note: The engagement is based on contract terms and is located in Panama

Panama City for the foreseeable duration.

About the company

A New York-based startup-supported by top-tier venture investors-builds enterprise software that empowers global brands to monitor and optimize advertising budgets of $1 million+ annually. Rapid expansion has prompted the formation of a first-generation go-to-market team tasked with accelerating revenue growth.

For , Review and evaluate financial applications and supporting documentation.

Input and maintain accurate data across underwriting systems and platforms.

For , Verify completeness and accuracy of submitted information.

Assess risk and ensure decisions align with established underwriting guidelines.

For , Flag discrepancies, inconsistencies, or missing information for resolution.

Coordinate with internal teams to ensure smooth processing and timely turnaround.

For , Maintain organized and up-to-date records for all cases.

Adhere to compliance standards and internal policies at all times.

Proven experience in financial underwriting or a related data-intensive financial role.

For , Strong attention to detail and commitment to accuracy.

For , Ability to work independently and manage a consistent workload.

For , Excellent written and spoken English for US client-facing communication.

For , Comfortable working US Eastern hours on a full-time basis.

Prior remote work experience; candidates without demonstrated remote work experience will not be considered.

For , Experience working with US-based clients.

For , Background in financial services, lending, insurance, or credit.

For , Familiarity with underwriting software and financial data platforms.

For , Experience working in a high-volume, process-driven environment.

For , underwriting and financial data platforms.