Financial Underwriter

Work Set Up:WFH Work Schedule: 9 AM - 6PM EST (M-F) Equipment: BYOD (16 GB RAM) What does a day in the life of an FinancialUnderwriterlook like? Vetting & Eligibility Review: - Daily review and processing of organization eligibility requests, address verifications, and name/identity checks through internal queues (EFT, Standard Vetting, Enhanced Vetting). - Conducts in-house compliance reviews, manages the NPO Sync Queue, and performs one-off eligibility assessments as exceptions arise. - Keeps the vetting playbook current with procedural updates. Financial Operations & ACH/EFT Processing: - Processes Electronic Funds Transfers (EFT) daily and handles ACH/NOC processing on a weekly cycle. - Reviews outstanding checks across all bank accounts, manages holds on organizations with stale or unresolved checks, and imports stale check data into TDS and Wells Fargo systems on a monthly basis. Data Management & Reporting: - Produces a daily operations snapshot and contributes data for the weekly slide deck and monthly metrics reporting package. - Maintains the DC file share to ensure records are organized and accessible. Periodically reviews upcoming Panorama CRM renewals to support account continuity. Compliance & Risk Screening: - Runs and reviews Membercheck batch scan results on a weekly basis to identify potential compliance flags. - Works within established vetting standards to ensure organizations meet eligibility requirements before funds are released or accounts are activated Support & Escalation Handling: - Manages the Zendesk support ticket queue and the Requested Changes Queue daily. - Responds to escalations from Sales and Account Management teams via email and handles ad hoc compliance or eligibility questions. - Participates in team stand-ups, one-on-ones, and cross-functional meetings. What are the required qualifications for an Financial Underwriter? - Experience with payment processing concepts — ACH, EFT, NOC processing, and check management - Comfortable working in multiple platforms simultaneously(CRM, ticketing systems, banking portals) - Proficiency with Microsoft Office, especiallyExcel for data tracking and reporting - Ability to interpret and apply compliance or eligibility criteria consistently across a high volume of cases - Familiarity with nonprofit or charitable organization structures is a plus Ninja Perks and Benefits - Remote setup - Competitive compensation - Adherence to government-mandated benefits - Retirement Savings Program with Company Matching - Life Insurance - HMO on day 1 - Paid time off, birthday leave - Bonus and incentive plans - Opportunities for skills training and personal and professional development Experience infinite fun so you can have infinite growth. Discover a better way to grow at SupportNinja! Are you ready? If you are interested, you can access your instant interview here:https://alpharun.com/i/eKrZ2SGbsRYPeA5Tmy-qa #Supportninjajobs

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