financial analyst
About the company
MNR Capital Group is a growing financial services company specializing in providing working capital
Your tasks
? Review and process business financing applications and supporting documentation.
? Analyze business bank statements, financial transactions, cash flow, and revenue trends.
? Accurately input, organize, and maintain merchant information within our CRM and underwriting
systems.
? Utilize spreadsheets and financial analysis tools to review and organize financial data.
? Learn and operate our proprietary underwriting software and internal technology platforms.
? Review credit reports, financial records, and other relevant business information.
? Identify discrepancies, missing information, and potential risk factors in financing applications.
? Assist in evaluating financing requests and preparing recommendations for approval.
? Communicate with internal team members and external partners to obtain required information
and documentation.
? Maintain accurate records and ensure all applications are processed efficiently.
? Follow established underwriting guidelines, internal procedures, and company policies.
? Adapt to evolving software, technology, and underwriting processes as the company grows.
? Be able to communicate with outside partners and Independent Sale's Organizations
Requirements
and revenue-based financing solutions to small and medium-sized businesses. We are looking for a motivated, detail-oriented, and technologically proficient individual to join our underwriting team.Previous Revenue based finance experience is NOT required. We welcome applicants with varying
levels of experience, including individuals with backgrounds in finance, banking, accounting, financial
administration, or other analytical and data-driven roles. We provide comprehensive training on our underwriting processes, internal systems, and financing products. The ideal candidate is analytical, organized, comfortable working with financial data and technology, and
eager to learn and grow within the financial services industry.
Required Skills ? Strong computer skills and the ability to quickly learn new software and technology.? Proficiency in Microsoft Excel or Google Sheets, including working with spreadsheets, formulas,
and data organization.
? Strong data entry skills with a high level of accuracy and attention to detail.
? Excellent analytical and problem-solving abilities.
? Strong organizational skills and the ability to manage multiple tasks simultaneously.
? Ability to understand, interpret, and work with financial information.
? Strong written and verbal communication skills.
? Ability to work independently while collaborating with a team.
? Willingness to learn, take direction, and adapt to new processes and systems.
? Dependability, professionalism, and a strong work ethic.
- Spanish speaking is an asset but not required
Preferred but Not Required ? Previous experience in finance, banking, accounting, bookkeeping, lending, or financial
administration.
? Experience working with CRM platforms or financial software.
? Experience reviewing bank statements, financial reports, or transaction data.
? Familiarity with business lending, or revenue-based financing.
? Advanced Excel skills, including pivot tables, lookup functions, and data analysis.
What we offer
Training & Development MNR Capital Group provides hands-on training to help successful candidates develop t