Pre-Underwriting Analyst I

As a Pre-Underwriting Analyst I at TreviPay, you'll be responsible for coordinating the gathering and management of financial documentation, fostering cross-functional partnerships, and executing risk assessments. This role involves initiating communication with customers for necessary financial statements and ensuring adherence to established policies, allowing you to play a pivotal part in our Credit & Risk Department.

To qualify for the Pre-Underwriting Analyst I role at TreviPay, candidates should have 2-5 years of business experience, ideally in the financial services sector. Strong analytical skills, effective communication, and a detail-oriented mindset are essential. Proficiency with tools like Microsoft Word, Excel, and PowerPoint is required, and having multilingual skills or experience in project management can be an advantage.

At TreviPay, we believe growth comes from empowering our team members. As a Pre-Underwriting Analyst I, you'll be part of a supportive environment that encourages skill development. You will receive regular feedback from peers and leaders, have access to training programs, and be involved in collaborative projects to enhance your professional journey.

The Pre-Underwriting Analyst I at TreviPay should have a solid understanding of Microsoft Office Suite, particularly Excel for data analysis, Outlook for communication, and Word and PowerPoint for documentation and presentations. Familiarity with financial analysis tools can also be beneficial for various tasks in this role.

A Pre-Underwriting Analyst I at TreviPay can expect a collaborative and entrepreneurial work environment that values creativity and innovation. Our culture encourages teamwork, ensures a good work/life balance, and actively seeks input from all employees, creating a vibrant workplace where everyone has a voice.

In answering this question, highlight any relevant experience you have that demonstrates your organizational skills and attention to detail. Discuss how you've managed similar tasks in previous roles and the processes you employed to ensure thoroughness and accuracy.

You might want to discuss your approach, such as actively listening to understand their needs, being clear and concise in your messages, and following up to ensure all questions are addressed. Use the STAR method to illustrate a successful outcome from your communications.

Explain your method for prioritization, such as assessing deadlines, urgency, and impact on team objectives. Providing an example of a specific situation where you effectively prioritized tasks can showcase your time-management skills.

Be prepared to describe any direct experience analyzing financial statements, including what specific metrics or reports you examined and how you derived insights from them. Demonstrating familiarity with common financial terms will also strengthen your answer.

Discuss your approach to problem-solving, emphasizing the importance of patience and persistence. You might illustrate this by detailing tactics like offering alternative methods for submission or providing assistance to make the process easier for the customer.

Share your philosophy about customer service, focusing on key components such as empathy, clear communication, and timely responses. Providing an example from the past can help illustrate your commitment to customer satisfaction.

When answering this question, frame your response using the STAR method to walk the interviewer through the situation, task, action, and result. Be precise about how your analytical skills led to a successful outcome.

You can mention any professional development strategies you employ, such as attending workshops, participating in webinars, following relevant blogs, or networking with industry professionals. This will show your commitment to continual learning.

Describe what aspects of the role excite you, whether it’s the challenge of data analysis, the opportunity for teamwork, or the satisfaction of contributing to the organization’s success. Personalizing your answer can make a strong impression.

Researching TreviPay ahead of time will help you answer this question effectively. Discuss our mission to provide choice and convenience in B2B payments and how our innovative solutions can positively impact customers. Demonstrating knowledge about the company can highlight your genuine interest in the role.