Solvo is seeking a highly organized and detail-oriented professional to play a key role in our operating model, requiring institutional-grade discipline across two core areas: Underwriting and Credit File Integrity (ensuring consistent, lender-ready packages and risk scoring) and Back-office Execution (including contract management, transaction confirmation, and reporting).
Responsibilities
Underwriting Operations
Execute the underwriting process in accordance with the defined Credit & Risk policy.
Standardize naming conventions, version control, and data room organization.
Prepare complete, lender- or investor-ready credit files for review.
Perform credit checks (BCR, D&B), public record verifications, KYC/AML, and risk scoring.
Extract financial information, calculate key ratios, and identify risks or inconsistencies.
Prepare credit boxes, summaries, and exception memos for risk committee review.
Maintain due diligence packages ready for funding processes.
Back Office Operations
Manage and oversee the full contract lifecycle (MSAs, exhibits, signatures, executed filing).
Confirm transactions and validate margins, COGS, and pricing prior to execution.
Reconcile sold vs. installed transactions and escalate discrepancies.
Update CRM and operational systems (statuses, milestones, exceptions, billing start dates).
Act as a liaison between front office, middle office, and back office teams.
Provide light support for billing initiation and issue resolution.
Tools & Skills
Proficiency in Excel / Google Sheets.
Experience with document management systems and data rooms.
Familiarity with CRM and operational systems.
Ability to provide weekly reporting on pipeline, underwriting, exceptions, and cohort readiness.
Requirements
Education: MBA (preferred) in Finance or Accounting, or a Bachelor’s degree in Finance / Accounting with comparable experience.
Experience: 4+ years in B2B underwriting/credit analysis, loan operations/receivables finance, FP&A/accounting with strong financial statement review, or contract administration/operations within financial services.
Operational Hours: Availability Monday through Friday, 9 AM to 5 PM EST (Eastern Standard Time).
How to Apply
Interested and qualified candidates should apply via the Solvo Global LinkedIn page or the provided application link.
