• Job Description

  Req#: 148

  Frontline Underwriter

  Location: Remote (Philippines)
  Employment Type: Full-Time
  

  
  

  Why this Role Matters:

  At Greenbox Capital, we help small businesses thrive by giving them fast, accessible funding.
  As a Frontline Underwriter, you’ll be the first checkpoint in the underwriting process - reviewing merchant applications, analyzing bank statements
  and flagging early indicators before files move to full underwriting. Your precision and speed will help ensure high-quality decisions and protect portfolio health.

  What Success Looks Like:

  Here’s how your time might break down (actual time may shift depending on business needs):

  • Document Review & Intake - Evaluate incoming merchant applications for completeness and readiness

  • Bank Statement Analysis - Spot red flags and prepare files for deeper underwriting

  • Accuracy & Turnaround Time - Deliver high-quality reviews within daily and weekly SLAs

  • Cross-Functional Collaboration - Communicate with brokers and internal teams to close gaps fast

  How You’ll Be Measured:

  • Review and verify merchant submissions for completeness and accuracy, ensuring packages meet intake standards and are SOP-compliant

  • Analyze bank statements and business documents and identify and escalate discrepancies or concerns to Underwriters

  • Maintain data integrity in CRM and document systems and enter information accurately and clearly mark incomplete submissions

  • Communicate effectively with brokers and internal stakeholders and respond quickly to missing info and maintain a strong, service-oriented tone

  • Meet key performance targets

  • Hit a minimum of 70% of top producer benchmarks for volume, accuracy and turnaround time

  • Maintain an error rate of 4% or lower

  • Maintain an average processing time of 24 minutes per submission

  • Performance is
    assessed monthly, with feedback given daily, weekly, or as needed

  You’re a Strong Fit if You:

  • Have strong attention to detail and enjoy working with financial data

  • Can review bank statements with confidence and spot anomalies quickly

  • Bring a positive attitude and learn fast in a remote, high-volume environment

  • Are comfortable with daily targets and quality-based performance metrics

  • Have prior experience in merchant cash advance (MCA)
    or are eager to gain it

  What You’ve Done Before:

  • 0–1+ years of underwriting, financial analysis, or small business lending experience

  • Comfortable reviewing financial statements and business documentation

  • QA or financial statement or document review background is a strong plus

  • Bachelor’s degree not required - we care more about your mindset and skill set

  Tools and Expertise You’ll Bring:

  • Familiarity with MS Office, especially Excel

  • CRM and document management experience (Centrex or similar a plus)

  • Familiarity with AI tools to improve efficiency and accuracy in workflows

  • Typing speed and digital workflow agility (you’ll complete a typing and UW assessment during the interview process)

  What to Expect from Our Interview Process

  We believe in a respectful, efficient, and transparent hiring experience. Here’s what you can expect:

  Step 1: Initial Phone Screen (30 minutes)

  A brief conversation with a recruiter to learn more about your background, interests, and alignment with the role.

  Step 2: Interview with Hiring Manager (30–45 minutes)
  A deeper discussion about the role, your relevant experience, and how you’d contribute to the team and align on experience and expectations

  Step 3: Assessment
  Includes typing speed and a frontline underwriting case to test your real-world readiness

  Step 4: Offer & Background Check
  If we’re aligned, we’ll move quickly to offer. Our goal is to complete this process within 2–3 weeks .

  Work Hours & Flexibility

  9am–6pm EST
  Monday through Friday (no weekends)

  Benefits
  Flexible PTO – Work hard, rest well
  Remote-First – Work from anywhere in the Philippines, aligned to EST
  Smart, Supportive Teammates – Work with people who are kind, sharp, and aligned with our values: Commitment, Communication, Teamwork, Service, and Integrity

• About the company

  We're an alternative lender that advocate Small Business Success with quick & easy access to Working Capital? Responsible funding you can trust ?

Notice