Operations Underwriter

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!

As an Operations Underwriter , you will be handling daily operational tasks for the Underwriting department. You will be responsible for reviewing and updating the activity of clients for OTR. You will analyze incoming applications and work quickly to update client information.

Responsibilities:

Review client accounts by addressing and facilitating business changes such as ownership transitions, bank alterations, and name updates

Perform analysis using standard Underwriting guidelines and policies in place

Maintain and update all preliminary client data and files while effectively managing portfolios

Communicate with outside vendors like banks, equipment finance companies and other factoring companies

Collaborate with Underwriting, Finance, Operations, and other departments to ensure we are bringing on value clients

Prepare a UCC filing for each client in order to secure and validate OTR’s contract

Support the team with any active buyouts with a competitor by verifying pay status on all open receivables

What we look for:

Bachelor’s degree in Business or related field

Exceptional communication, organizational, and problem-solving skills

Team player with multi-tasking and prioritizing abilities

Strong analytical skills and good judgement

Ability to handle difficult conversations

Proficiency in MS Excel and related computer knowledge

Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:

Eligibility for Individual and Company bonus programs

Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability

Pet Insurance, Paid Family Leave, Employee Assistance Program

Fully Paid Maternity Leave

401(k) with Company Matching

Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays

Travel Stipend to support Work Life Balance

Leadership Development and Training

Continuous Learning + Professional enhancements

Weekly Catered Lunches + Casual Dress Code

Company Paid Fitness Membership

Volunteer Days and Opportunities with Company-Partnered Charities

Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer