Otrcapital1
Risk Specialist
Roswell, GA. Posted 81 months ago
The role
You will handle daily operational tasks for the Sales Underwriting department. You will review potential new clients to evaluate risk and financial integrity.
What you will do
- Meet daily quotas for reviewing new trucking company or other prospective client applications
- Perform risk analysis using standard Underwriting guidelines and policies in place
- Maintain and update all preliminary client data and files using a proprietary system
- Communicate with outside vendors like banks, equipment finance companies and other factoring companies
- Assist in the transition of new clients from Leads to Clients within our system
- Collaborate with Underwriting, Finance, Operations, and other departments
- Prepare a UCC filing for each client to secure and validate OTR’s contract
- Support the team with active buyouts by verifying pay status on all open receivables
Required qualifications
- 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
Benefits
- 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
About the company
OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. It is a Private Equity backed FinTech company.