Financial Underwriter (Seasonal)

Work Set Up: Remote
Work Schedule: 9 AM - 6PM EST (M-F)
Equipment: BYOD (16 GB RAM)

What does a day in the life of an Financial Underwriter look like?

Vetting & Eligibility Review:

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Daily review and processing of organization eligibility requests, address verifications, and name/identity checks through internal queues (EFT, Standard Vetting, Enhanced Vetting).

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Conducts in-house compliance reviews, manages the NPO Sync Queue, and performs one-off eligibility assessments as exceptions arise.

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Keeps the vetting playbook current with procedural updates.

Financial Operations & ACH/EFT Processing:

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Processes Electronic Funds Transfers (EFT) daily and handles ACH/NOC processing on a weekly cycle.

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Reviews outstanding checks across all bank accounts, manages holds on organizations with stale or unresolved checks, and imports stale check data into TDS and Wells Fargo systems on a monthly basis.

Data Management & Reporting:

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Produces a daily operations snapshot and contributes data for the weekly slide deck and monthly metrics reporting package.

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Maintains the DC file share to ensure records are organized and accessible. Periodically reviews upcoming Panorama CRM renewals to support account continuity.

Compliance & Risk Screening:

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Runs and reviews Membercheck batch scan results on a weekly basis to identify potential compliance flags.

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Works within established vetting standards to ensure organizations meet eligibility requirements before funds are released or accounts are activated

Support & Escalation Handling:

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Manages the Zendesk support ticket queue and the Requested Changes Queue daily.

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Responds to escalations from Sales and Account Management teams via email and handles ad hoc compliance or eligibility questions.

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Participates in team stand-ups, one-on-ones, and cross-functional meetings.

What are the required qualifications for an Financial Underwriter ?

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Experience with payment processing concepts — ACH, EFT, NOC processing, and check management

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Comfortable working in multiple platforms simultaneously(CRM, ticketing systems, banking portals)

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Proficiency with Microsoft Office, especiallyExcel for data tracking and reporting

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Ability to interpret and apply compliance or eligibility criteria consistently across a high volume of cases

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Familiarity with nonprofit or charitable organization structures is a plus

Ninja Perks and Benefits

- Remote setup

- Competitive compensation

- Adherence to government-mandated benefits

- Retirement Savings Program with Company Matching

- Life Insurance

- HMO on day 1

- Paid time off, birthday leave

- Bonus and incentive plans

- Opportunities for skills training and personal and professional development

Experience infinite fun so you can have infinite growth. Discover a better way to grow at SupportNinja ! Are you ready?

If you are interested, you can access your instant interview here:

#Supportninjajobs

Originally posted on Himalayas