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Harris healthcare

Process Associate

Posted 19 Days Ago
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In-Office
2 Locations
Entry level
In-Office
2 Locations
Entry level
Review and validate broker and merchant credit applications, analyze bank statements and prepare bank analysis reports, perform pre- underwriting/underwriting/post-underwriting, update CRM with decisions, communicate with clients via chat and email, manage multiple applications to meet turnaround and quality standards, and make underwriting decisions per lender guidelines.
The summary above was generated by AI
  • Interpret numerical data accurately and deliver outputs as per client requirements with zero tolerance for errors.
  • Communicate effectively with clients through chat and email.
  • Review broker applications and create leads in the CRM.
  • Validate merchant applications against lender guidelines and underwriting criteria.
  • Analyze bank statements and prepare Bank Analysis reports.
  • Perform pre-underwriting, underwriting, and post-underwriting activities.
  • Update approval and decline decisions from email to the CRM system.
  • Review credit applications and conduct credit checks.
  • Assess business, economic, and industry risks to support lending decisions.
  • Manage multiple applications simultaneously while meeting turnaround time (TAT) and quality standards.
  • Make informed underwriting decisions based on thorough analysis and established guidelines.

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