Underwritingpekerjaan

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pul...

...familiarity with Encompass, Mortgage Builder, or Calyx Point is certainly welcome, but you’ll live in Arive for this role. Strong written and spoken English is essential because you’ll be communicating with US borrowers, underwriters, and title companies during US business hours. What I expect from you • Work every file independently—order verifications, clear conditions, coordinate with underwriting, and schedule closing—until the wire is sent. • Keep me and the borrower updated in real time inside Arive and via email/phone. • Deliver clean, fully documented loan packages that pass compliance without re-touches. When you apply, please let me know: 1. Your total years of US mortgage processing experience. 2. The loan products you...

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pul...

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pu...

...automatically, showing the visitor a clear quote while passing the selected product and premium back to our back-office system. • Flag high-risk clients to underwriters with an explanation score so they can override or request extra documentation. • Present all of this via a REST/JSON API that my current React front end can call, and expose a lightweight Python-based admin dashboard where underwriting managers can adjust thresholds and retrain models on fresh data. I work mainly with a Python solution (TensorFlow, PyTorch, or scikit-learn—whichever you feel is best) will plug in cleanly. The customer-facing chatbot or form assistant can be built with a service such as Rasa or a fine-tuned OpenAI model as long as it routes seamlessly into the same risk engine....

We need Family Health-Accident Insurance Customers - Lead Generation or Sales or Marketing...details, brief interest notes) that have confirmed openness to a health-and-accident insurance policy discussion. • Genuine leads (Family Health or Accidental Insurance or Corporate Insurance also) are needed. (After converting, the lead payment will be released) Leads are considered accepted once they respond to my initial follow-up call or email. I’ll supply the product brochure, FAQs, and underwriting guidelines; you bring the traffic, conversations, and appointments. If you’ve successfully driven family-focused insurance sales before—or you’re confident your funnel can—let’s get started right away. *Don't need SEO & Digital Marketer...

I’m looking to have a commercial-grade loan origination system built that centres on risk assessment and underwriting. The platform must comfortably process both Business and Real Estate loans from first touch through credit decision, so workflows, data models and scoring logic should be tailored to those two products. Core scope The heart of the build is an automated underwriting engine―collecting applicant data, applying credit policies and spitting out decisions or stipulations in a clear audit trail. Everything else (intake forms, document upload, status tracking) should orbit that engine so our credit team can step in only when a manual override is needed. Deliverables • A web-based application with separate workflows for Business and Real Estate loans ...

...business loan secured by property + city” Then expand only after search terms are clean. USPs you must use in ad messaging: One application → multiple underwriters: we co-underwrite with a panel of caveat / private credit lenders. Low friction: no upfront fees for caveats (in most cases) and no formal valuation upfront (in most cases). Low-doc option: from ~6.5% p.a. where eligible, flexible underwriting, land/specialised securities considered. Geo targeting (must-follow): Major AU metros >200k pop, Eastern seaboard priority Include Perth + Gold Coast Exclude Tasmania Keep it metro-focused (no broad regional targeting) Traffic we must block (day 1 negatives): Home loans/mortgages/refinance/first home buyer, personal loans, payday, Centrelink, debt consolid...

...business loan secured by property + city” Then expand only after search terms are clean. USPs you must use in ad messaging: One application → multiple underwriters: we co-underwrite with a panel of caveat / private credit lenders. Low friction: no upfront fees for caveats (in most cases) and no formal valuation upfront (in most cases). Low-doc option: from ~6.5% p.a. where eligible, flexible underwriting, land/specialised securities considered. Geo targeting (must-follow): Major AU metros >200k pop, Eastern seaboard priority Include Perth + Gold Coast Exclude Tasmania Keep it metro-focused (no broad regional targeting) Traffic we must block (day 1 negatives): Home loans/mortgages/refinance/first home buyer, personal loans, payday, Centrelink, debt consolid...

...offer → objection handling → close. Explain our purchase process clearly (what we buy, how transfer works, timing, next steps) and secure agreement to sell. Collect and verify required lien details (county, certificate #, amount, rate, redemption status if known, seller name/entity, contact info). Capture complete, accurate notes and outcomes in Excel/Google Sheets; maintain clean records for underwriting/processing. Follow up aggressively but professionally until “Closed–Won / Closed–Lost,” with clear reasons logged. Coordinate handoff to our processing team (or submit the required info packet) immediately after verbal close. Flexible schedule, but must be able to work and call during normal American business hours. Required Skills: Excellent...

...de-duplicate data from: Property data (e.g., PropStream or equivalent) Auction data (e.g., or feeds) Pre-foreclosure data (county public records / notices) Listing data (e.g., Zillow or equivalent) Rental market data (e.g., RentCast or equivalent) Key requirements: Address/APN matching Source reliability scoring Versioned data snapshots Confidence scoring when data is incomplete 2. Underwriting & Decision Engine The AI must calculate and store: Core Inputs (some auto, some user-adjustable) List price Suggested offer price Assignment fee (manual override) Rehab cost (manual override) ARV (comps-based) Existing mortgage balance (if known) Existing mortgage interest rate/payment (if known) Property taxes Insurance HOA fees Closing costs Vacancy rate CapEx & maintenance Ma...

...the emphasis is on defining what the product is, how it will operate, and why customers will choose it. Here’s what I need help with: • Market and competitor scan to identify white-space opportunities and winning feature sets. • End-to-end product blueprint: credit limits, interest and fee structure, repayment options, rewards or value-adds, and digital servicing experiences. • Risk and underwriting guardrails that balance growth with portfolio quality, including proposed policy wording and cut-off logic. • Compliance touch-points for major jurisdictions (e.g., Truth in Lending, GDPR/CCPA, fair-lending rules). • A concise financial model showing revenue drivers, cost assumptions, and sensitivity to delinquency rates. • Road-mapped mi...

...can establish full-service branches across North America, Europe and the Asia-Pacific region. Each location will operate under our license, combining a proven mortgage platform with an end-to-end business support system. Scope of operations Your branch will originate loans, handle debt consolidation and manage refinancing while also delivering our small-business advisory suite. I supply the underwriting engine, CRM, marketing collateral and regulatory templates; you bring local market knowledge, professional licensing and the infrastructure to open doors quickly. What makes this attractive • Dual-income model: residential & commercial mortgage revenue plus fee-based business consulting • Fast onboarding: branded playbooks, compliance checklists and remote tr...

...override the default text or request an alternate photo—please follow those item-by-item. • Variations, categories and SEO slugs should mirror the file names unless an embedded note says otherwise. Payments The store sells adult / high-risk merchandise, so I want ACH bank transfers only. Do not enable credit-card processing, Stripe, PayPal or any other gateways. If the ACH provider requires underwriting, we can treat that paperwork as a follow-up milestone once the plugin is installed and operating in sandbox mode. No live or test card transactions should be triggered at any point. Acceptance criteria • All SKUs visible, correctly priced, with gallery images and descriptions matching the supplied assets. • Checkout shows a single ACH option, passes sand...

...the lender and the borrower while maintaining strict compliance with industry standards. ​Key Expertise & Services: ​Loan Origination: Expert in document collection, initial application review, and conducting thorough credit checks to ensure borrower eligibility. ​Loan Processing: Specialized in verification of employment (VOE), appraisal ordering, and comprehensive loan file preparation for underwriting review. ​Compliance & Accuracy: Ensuring all files meet FNMA/FHLMC (Fannie Mae/Freddie Mac) and FHA/VA guidelines to minimize risk and delays. ​Workflow Management: Managing timelines effectively to move loans from "Submitted" to "Clear-to-Close" ​With a strong eye for detail and deep knowledge of the US Mortgage industry, I provide high-quality ...

...TPAs, and agencies • Develop and execute sales strategies, account plans, and go-to-market initiatives • Build and maintain strong C-level and decision-maker relationships • Understand client business needs and propose tailored solutions • Own the complete sales lifecycle: lead generation, discovery, proposal, negotiation, and closure • Work closely with internal teams (delivery, operations, underwriting, tech, marketing) • Achieve and exceed monthly, quarterly, and annual sales targets • Maintain CRM data, pipeline forecasting, and sales reports • Stay updated on US insurance regulations, real estate market trends, and competitive landscape Required Skills & Experience • 3–12+ years of B2B sales experience • Mandatory ...

...Community Predevelopment Loan Program application written and polished from the ground up. There are no existing drafts—only my raw project details—so every response must be researched, structured, and edited to meet funder expectations. Your focus will be writing and editing each narrative section, shaping clear, persuasive language that aligns with community development goals and typical underwriting criteria. I will provide background numbers, plans, and any supporting data you request; you transform that material into submission-ready answers. Deliverables • Full set of completed application responses in an editable format • One revision round after my internal review to fine-tune wording or add clarifications Acceptance criteria: answers must add...

...usual questions about amortization, collateral, and timing. You’ll be working from a targeted lead list inside our CRM. A strong telephone presence is essential; the tone, pace, and clarity of each call directly influence whether a prospect moves forward. Your sales-training certification should show in the way you handle objections, build rapport, and close for the follow-up meeting with our underwriting team. I will supply product sheets, rate guides, scripts, and calendar links. You will: • Log every call and outcome in the CRM • Provide brief written or recorded summaries of each qualified prospect • Secure at least twenty qualified callbacks per week Performance is measured by appointment volume and the completeness of borrower information capt...

...social channels, or using any proven tactics you already trust. From the very first conversation through to closing, I need someone who can guide clients with confidence, gather the full application package, chase down missing docs, and keep our underwriting pipeline moving smoothly. Success here looks like: • A steady stream of qualified Florida-based residential loan prospects entering our CRM each week. • Every borrower feeling informed and supported, with milestones and document requests clearly communicated. • Files delivered to underwriting complete and on time, so approvals stay predictable and closings hit their target dates. You’ll have fast access to our internal processors, title contacts, and closing agents, but I’m counting o...

...logic, audit‑ready structure) Clean, efficient VBA for model automation Strong Python skills (Pandas, NumPy, model automation workflows) Power BI (DAX, data modeling, custom visuals) Prior experience building CRE acquisition or development models Comfortable working in a high‑stakes, fast‑moving environment If you’ve built waterfalls, fund models, institutional‑grade dashboards, or automated underwriting pipelines before—tell us. Deliverables Fully documented CRE acquisition model Multi‑tier waterfall module Automated data flows via Python Executive‑level dashboard in Power BI Fund‑level rollup model Clear user instructions and technical documentation How to Apply Please provide: Relevant CRE modeling experience (samples welcome with redactions) Examples of Exce...

...Green indicators Insurance and financial ratios (to be created by developer) Early warning indicators and trend deterioration flags Profitability influencers (revenue, claims, expense drivers) Variance waterfalls, trends, and performance visuals Simple sensitivity analysis using drop-down selectors Key ratios to include Insurance Revenue Growth GWP Growth Rate Premium Retention Rate Underwriting Loss Ratio Net Claims Incurred Ratio Net Commission Expense Ratio Operating Expense Ratio Total Expense Ratio Insurance Service Margin Operating Margin Return on Equity (ROE) Investment Income Growth Liquidity and Efficiency ratios among them. Requirements Excel-only (no Power BI) All analytics must auto-update when figures change Ratio assumptions and thresholds ...

...(read-only) - Agent Dashboard: - Overview - View and manage claims/events - Update claim status No payments, no underwriting, no integrations with insurance carriers. 3) Mobile App (MVP – Dashboard Only) - Login - Dashboard / Home screen - Report Event / Claim - Claim status tracking - Contact assigned agent - Read-only documents Cross-platform solutions are acceptable. 4) Event / Claim Workflow - User submits an event - System generates a protocol number - Agent reviews and updates status - Status flow: Submitted → In Review → In Coordination → Closed LANGUAGE - English and Portuguese support required (UI and labels) OUT OF SCOPE - Payments or payouts - Underwriting logic - Advanced reports - Full admin system - Complex integrations TIMEL...

...This is not a junior role. This is not a freelance role. This is a long term, full time position for someone who lives and breathes underwriting. ⸻ What You Will Be Responsible For • Underwriting primarily single family properties across multiple markets • Running comps in New Jersey, Pennsylvania, and Florida, with the ability to adapt if markets change • Supporting 3 to 4 Acquisitions Managers with pricing and offer recommendations • Providing 10 to 15 offer recommendations per day, depending on volume • Performing quick napkin underwriting when offers are needed fast for live on call closes, sometimes within 15 minutes • Performing deeper underwriting when complexity requires it, sometimes taking up to 60 minutes &bul...

...seeking an experienced professional business plan writer who specializes in SBA loan–compliant business plans for bank and SBA lender approval (this is NOT for a microloan). The goal is to produce a fully SBA-guideline–compliant, funding-ready business plan that can be submitted directly to lenders to support loan approval. Key Requirements The business plan must strictly follow SBA and bank underwriting standards, including but not limited to: Executive Summary (lender-focused) Company Overview & Legal Structure Products & Services Description Industry & Market Analysis Target Market & Competitive Analysis Marketing & Sales Strategy Operations Plan Management & Ownership Structure Risk Analysis & Mitigation Detailed Financial ...

...seeking an experienced professional business plan writer who specializes in SBA loan–compliant business plans for bank and SBA lender approval (this is NOT for a microloan). The goal is to produce a fully SBA-guideline–compliant, funding-ready business plan that can be submitted directly to lenders to support loan approval. Key Requirements The business plan must strictly follow SBA and bank underwriting standards, including but not limited to: Executive Summary (lender-focused) Company Overview & Legal Structure Products & Services Description Industry & Market Analysis Target Market & Competitive Analysis Marketing & Sales Strategy Operations Plan Management & Ownership Structure Risk Analysis & Mitigation Detailed Financial ...

I'm seeking an experienced real estate underwriter specializing in residential properties. Your main task will be property appraisal using the sales comparison approach. Key requirements include: - Expertise in residential property appraisal - Proficiency in the sales comparison approach - Strong analytical skills - Attention to detail - Relevant certifications and experience in real estate underwriting Looking forward to your bids!

...has to create a schedule, record repayments, and trigger SMS/push reminders ahead of each due date. Basic reports—outstanding balance, days in arrears, portfolio at risk—will help management monitor performance. Essential features – Built-in photo capture or document upload for IDs and guarantor forms. – API-level identity verification (BVN/NIN or similar) before an application moves to underwriting. – Role-based access control so tellers see only their branch while head office sees everything. – Offline tolerance: if the borrower loses connectivity mid-application, data should queue and sync when the device reconnects. Deliverables 1. Source code for the mobile app and backend. 2. Deployment scripts/instructions for our own s...

...journeys fully coded, tested, and ready for production: • Loan application process – intuitive data capture, KYC upload, document manager, and a secure hand-off to the selected bank/NBFC API or lead inbox. • Loan calculator – real-time EMI, interest, and tenure computations that update instantly as users move sliders or edit fields. • Loan status tracking – push and in-app updates at every underwriting stage so borrowers always know where they stand. Extra essentials – An “Apply loan online” hub that lists all partner offers (home, personal, auto, etc.) and lets me add or deactivate lenders from an admin panel. – Multi-bank/NBFC tie-ups: the architecture should make it easy to onboard new partners without a code r...

...Financial Literacy Programs * **Two slides total** 1. One slide – **KSA companies** 2. One slide – **International companies** * Focus on: * Education programs or awareness initiatives * Target audiences * Delivery channels (digital, in-person, partnerships) --- ### F. ESG Embedded in Underwriting & Product Design * **Two slides total** 1. One slide – **KSA companies** 2. One slide – **International companies** * Focus on: * How ESG considerations are integrated into underwriting * Product design decisions influenced by ESG factors * Risk management or portfolio considerations (if disclosed) --- ### G. Community Investment Strategy * **Two slides total** 1. One slide – **KSA companies** 2. One slide &nda...

HomeCars Platform – Developer Brief (Full Explanation) Overview HomeCars is a nationwide real estate and vehicle credit platform designed to handle large volumes of property data, generate automated credit values, and deliver pre-packaged property + vehicle credit deals to buyers across all 50 states. The platform is not a mortgage system and does not involve lending or underwriting. Instead, it uses credit-based incentives tied to property value differences and assigns those credits toward vehicles through HomeCars Charities LLC, a nonprofit organization. The system must be scalable, fast, secure, and capable of managing large datasets from banks and institutions. ⸻ Core Concept (Simple Explanation) We acquire or receive access to bank-owned or distressed properties (f...

HomeCars Platform – Developer Brief (Full Explanation) Overview HomeCars is a nationwide real estate and vehicle credit platform designed to handle large volumes of property data, generate automated credit values, and deliver pre-packaged property + vehicle credit deals to buyers across all 50 states. The platform is not a mortgage system and does not involve lending or underwriting. Instead, it uses credit-based incentives tied to property value differences and assigns those credits toward vehicles through HomeCars Charities LLC, a nonprofit organization. The system must be scalable, fast, secure, and capable of managing large datasets from banks and institutions. ⸻ Core Concept (Simple Explanation) We acquire or receive access to bank-owned or distressed properties (f...

...methodology so I can reproduce the math if ever questioned. Please work from the transcript only—no bank statements or separate 1099s are involved in this project. Accuracy matters more than speed; however, I would like the first pass within three business days so I have time to review and ask follow-up questions. If you have experience handling IRS transcripts, payroll reconciliation, or underwriting-style income reviews, that will show immediately in your bid....

...methodology so I can reproduce the math if ever questioned. Please work from the transcript only—no bank statements or separate 1099s are involved in this project. Accuracy matters more than speed; however, I would like the first pass within three business days so I have time to review and ask follow-up questions. If you have experience handling IRS transcripts, payroll reconciliation, or underwriting-style income reviews, that will show immediately in your bid....

...products online without friction. The account must be configured to accept both credit and debit card payments from day one; support for digital wallets would be a bonus, but it is not essential right now. What I’m looking for is someone who can: • Recommend the best provider for digital goods. • Complete the application and compliance requirements on my behalf. • Walk me through any KYC or underwriting steps. • Ensure the gateway is live, tested, and ready for card transactions on my site. Once the account is approved, I also want clear, step-by-step instructions (or quick screen share) showing how to retrieve API keys so I can plug them into my checkout flow. The job is finished when the merchant account is active, test transactions are successful, ...

...com and need a seasoned payments specialist to secure and integrate a gateway (or mix of gateways) that is comfortable with high-risk peptide sales. Scope • Identify at least one provider—ideally a short list—capable of handling credit cards (Visa, MasterCard), eChecks, and cryptocurrency with zero reserve requirements and headroom for future high-volume traffic. • Guide me through any underwriting or KYC paperwork; I’ve never worked with processors before, so clear, actionable instructions are essential. • Configure and fully test the chosen solution in WooCommerce so customers can complete live transactions via card, eCheck, or crypto in a single checkout flow. Deliverables 1. Written comparison of recommended processors covering f...

Our team is midway through a PolicyCenter rollout and I need focused, hands-on assistance with configuration. The work centers on three areas: • User Interface – adjust screens, widgets, and layouts so they align with revised underwriting workflows while keeping the look and feel consistent with Guidewire design standards. • Business Rules – author and refactor Gosu rules that drive eligibility, validation, and referral logic. Clean, well-commented code is essential so future audits are straightforward. • Product Model – extend and fine-tune lines, coverables, and rate tables to match newly approved filing requirements. All changes must compile cleanly and migrate through typical Dev → Test → Prod promotion paths. Deliverables: 1. Updat...

I need two lender-ready business plans prepared from scratch and formatted to satisfy SBA as well as private-lender underwriting standards. The first plan will cover a fix-and-flip model focused on single-family and small multi-family properties; the second will update and professionalize an already operating coin-op laundry business. Both plans speak to real-estate investors, small-business owners, and a wider, non-specialist audience, so the language must balance technical depth with clarity. What I already have • Current market research for each venture, including demand analysis, competitor snapshots, and demographic data. • Operating history and key metrics for the laundry business. • Acquisition, rehab, and resale criteria for the property venture. Wh...

...admin) Periodic re-verification capability 2.2 Insurance Handling (MVP Approach) Platform should support: Upload of insurance documents Admin tagging of insurance type (personal / rental / commercial) Architecture must allow future integration with: Local insurance providers Pay-per-rental insurance products Insurance transactions can be informational only in MVP, with no automated underwriting. 3. Payments & Financial Compliance (KSA) 3.1 Supported Payment Methods The platform must support Saudi-preferred payment options: Mandatory MADA (Saudi debit cards) Credit Cards (Visa / MasterCard) Optional / Phase 2 Apple Pay STC Pay Tamara / Tabby (BNPL – optional) 3.2 Payment Gateway Options Preferred gateways: HyperPay PayTabs Moyasar Stripe (if appro...

...main priorities are to understand the best product for my situation, gather the right paperwork, and have everything submitted correctly the first time. Here’s what I expect you to handle: • Run a quick yet thorough eligibility check and explain any constraints in plain language. • Prepare or review every required form, then double-check supporting documents so there are no surprises at underwriting. • Explain interest-rate options, tenure choices, fees and fine print so I can make confident decisions. • Liaise directly with the banks: follow up on file movement, clarify queries, and keep me updated until the loan is sanctioned and funds are disbursed. You’ll already be familiar with typical banking portals, RBI guidelines, and the documen...

...main priorities are to understand the best product for my situation, gather the right paperwork, and have everything submitted correctly the first time. Here’s what I expect you to handle: • Run a quick yet thorough eligibility check and explain any constraints in plain language. • Prepare or review every required form, then double-check supporting documents so there are no surprises at underwriting. • Explain interest-rate options, tenure choices, fees and fine print so I can make confident decisions. • Liaise directly with the banks: follow up on file movement, clarify queries, and keep me updated until the loan is sanctioned and funds are disbursed. You’ll already be familiar with typical banking portals, RBI guidelines, and the documen...

...most processors treat as high-risk. I’m looking to stand up a fully legal, card-presentable checkout that routes through a European acquiring bank, then plugs straight into my existing WooCommerce storefront. Here’s where things currently stand: • I do not yet have a non-U.S. acquiring partner. I’ll need your guidance on which European banks will actually underwrite this vertical, what their underwriting thresholds look like, and how best to navigate the application process. • The site already runs on WooCommerce; the job is to integrate whichever gateway the chosen bank provides (or a third-party bridge such as Nuvei, Payvision, etc.) and validate that live transactions settle correctly. Deliverables I need from you: 1. Shortlist and rationale fo...

I need a full-scope financing study that a credit committee can rely on without further edits. Your report must cover three pillars in depth—creditworthiness evaluation, risk assessment, and asset valuation—using the company’s latest balance sheet, income statement, and cash-flow statement as the cor...model. Acceptance criteria • Logical, audit-ready calculations that reconcile to the provided statements • Independent valuation of hospitality assets with transparent methodology • Risk matrix covering market, operational, and liquidity factors, ranked by severity • Minimum and base-case debt structures that meet bank policy thresholds If you have hands-on experience in credit underwriting or project finance and can deliver this lev...

...comfortable with face-to-face, field-based selling—meeting prospects where they are, building relationships quickly, and guiding them through each step of the loan application until disbursement. Your day-to-day work will involve prospecting small businesses and individual borrowers, explaining our loan features and eligibility criteria, gathering documentation, and coordinating with our underwriting team to keep applications moving smoothly. I’ll provide product training, marketing collateral, and clear performance targets; you’ll bring the local network, persuasive communication skills, and the discipline to hit—or exceed—monthly conversion goals. Deliverables I expect: • A weekly pipeline report outlining leads contacted, stage of eac...

I need a sea...and translate the numbers into a clear view of creditworthiness and recommended lending limits to the client. Feel free to apply the credit models you know best—whether that is an internal bank framework or a hybrid approach—so long as the rationale is transparent. Please centre your proposal on your direct experience performing similar retail-sector credit assessments. A background in bank underwriting or credit committee work is ideal and, if applicable, should be front and centre. Deliverables: - Full written credit assessment (PDF + editable file) - Spreadsheet with ratio and trend analysis - One-page executive summary for outside stakeholders - Brief hand-over call to walk through conclusions If you can move quickly while keeping the analysis rigor...

...Experian/Equifax/TransUnion credit reports Identify negative items, utilization, inquiries, and red flags Prepare simple credit readiness summaries Alert the team when clients need additional steps Operations & Administration Maintain client progress sheets Organize document folders and naming systems Communicate with clients regarding next steps Follow SOP checklists to ensure smooth workflow Assist with pre-underwriting tasks before we apply for funding Support the funding team with miscellaneous admin tasks (Optional after training) Conduct brief intro calls to explain the process Help clients complete their personal/business profile REQUIREMENTS Strong English (written + verbal) and Strong Russian (written+ verbal) High attention to detail Comfortable working with documen...

I need a web-based quote rater that lets trucking companies or brokers enter shipment and vehicle details and receive an instant cargo insurance premium. I’ll supply the rate tables, underwriting rules, and branding; your task is to translate that logic into a secure, responsive application and make it easy for me to update the numbers later. Registered users must sign up with email and password, verify the address, and see only their own saved quotes after login. A lightweight admin area should let me edit rates, download quote data, and manage accounts. Each completed quote must render on screen and as a branded PDF ready to email or print. Feel free to pick the stack—React, Vue, or even a traditional Laravel Blade front end are all acceptable as long as the code is ...

I need an experienced underwriter for commercial real estate. Requirements: - Assess and evaluate commercial property risks. - Analyze financial information and market trends. - Prepare detailed underwriting reports. - Experience with Assisted living faculties Ideal Skills: - Strong background in real estate and finance. - Proficiency in risk assessment. - Excellent analytical and reporting skills. Experience in commercial properties is essential.

...particularly for professionals in the accounting and tax space who are looking to buy or grow small businesses. Core Business Idea SBA Loan Lab guides clients through one of the most challenging processes in business — obtaining financing — and makes it efficient, transparent, and successful. Eric’s background means he understands both sides of the table: The science of the lending process (underwriting, structure, compliance) The art of getting a deal done (relationships, negotiation, judgment) The company’s name reflects that duality: “Getting funding is both a science and an art.” Target Audience Primary: CPAs, EAs, bookkeepers, and financial professionals Age range: 25–50 Ambitious, analytical, and entrepreneurial Often fi...

Looking for an experienced Commercial & Personal Lines Insurance VA with 3+ years of experience working with US c...lead follow-up Cross-sell and upsell personal and commercial products where appropriate Provide top-tier customer service by responding promptly to inquiries Stay updated on product offerings, market trends, and state regulations Key Requirements: Minimum 3+ years of experience in commercial and/or personal lines insurance (Florida) Strong knowledge of insurance policies, coverages, and underwriting guideline Experience supporting commercial agents/account managers, including Acord certificates COIs Familiarity with using an agency management system (experience with QQ Catalyst is a plus) The ability to read and understand policy documents (invoices, Acor...

To review AXA Underwriting Expert Report submitted to the KB Court and tell the Court what you agree with and dont agree with. Keoghs would like you to directly converse with their Underwriter for the Court. As per the recent report for it submitted to the court on my behalf. The AXA Underwriter Report is to be reviewed and the KB Court updated with what things are agreed by both Experts and what things are not agreed. This is standard UK Court practice to save time and cost when the formal hearing is eventually held later on. It is believed to be a very easy process. Discussions can be done by email and / or telephone. Identify issues which are and are not agreed between both Experts on the 2 submitted Expert Witness Reports. Please note that a Legal Qualification and / or an Ins...