Financial Underwriter

Work Set Up: WFH 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: Daily review and processing of organization eligibility requests, address verifications, and name/identity checks through internal queues (EFT, Standard Vetting, Enhanced Vetting). Conducts in-house compliance reviews, manages the NPO Sync Queue, and performs one-off eligibility assessments as exceptions arise. Keeps the vetting playbook current with procedural updates. Financial Operations & ACH/EFT Processing: Processes Electronic Funds Transfers (EFT) daily and handles ACH/NOC processing on a weekly cycle. 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: Produces a daily operations snapshot and contributes data for the weekly slide deck and monthly metrics reporting package. 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: Runs and reviews Membercheck batch scan results on a weekly basis to identify potential compliance flags. Works within established vetting standards to ensure organizations meet eligibility requirements before funds are released or accounts are activated Support & Escalation Handling: Manages the Zendesk support ticket queue and the Requested Changes Queue daily. Responds to escalations from Sales and Account Management teams via email and handles ad hoc compliance or eligibility questions. Participates in team stand-ups, one-on-ones, and cross-functional meetings. What are the required qualifications for an Financial Underwriter ? Experience with payment processing concepts — ACH, EFT, NOC processing, and check management Comfortable working in multiple platforms simultaneously (CRM, ticketing systems, banking portals) Proficiency with Microsoft Office, especially Excel for data tracking and reporting Ability to interpret and apply compliance or eligibility criteria consistently across a high volume of cases 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: https://alpharun.com/i/eKrZ2SGbsRYPeA5Tmy-qa #Supportninjajobs Attachments (1) WFH Workstation Requirements 2024-revised.pdf