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

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, especiallyExcel 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:

#Supportninjajobs

Originally posted on Himalayas