Underwriting jobs

...projections (income statement, cash-flow, balance sheet and break-even) for at least three years • A practical operational plan that shows day-to-day execution and scalability I will supply raw numbers, background notes on the company and any supporting research I already have. You will turn this material into a polished plan with charts, tables and narrative strong enough to withstand bank underwriting scrutiny. Experience preparing SBA or other bank-focused plans is essential; familiarity with tools like LivePlan, BizPlanBuilder or similar is welcome as long as the final file comes back in an editable format (Word or Google Docs plus an Excel model). Once the draft is ready, I’d like one revision round to tighten assumptions or clarify lender questions. On...

...Stripe’s high-risk compliance requirements while preserving a smooth user checkout. The core task is straightforward payment processing, but it must support multiple currencies so players can deposit and withdraw in their local denomination without friction. Because the vertical is classified as high-risk, I expect you to be familiar with Stripe’s Restricted Businesses policies, the additional underwriting steps, and any necessary documentation (e.g., proof of licensing, age-verification flow, responsible-gaming disclosures). If you have already guided similar gaming or betting platforms through Stripe’s review, please highlight that experience. Deliverables • Fully functional Stripe integration on my website (front-end & back-end) • Secure s...

My ABHI FINANCIAL agency is scaling up its lending portfolio and I need a dedicated Loan Sales Officer to keep our clients satisfied. Day-to-day work revolves aro...and business Loan so an adaptable sales approach and solid product knowledge are essential. Expect to work with CRM tools for lead tracking, maintain clear communication records, and hit agreed-upon conversion targets. Success is measured by: • A steady stream of vetted leads added to the CRM each week • Timely, accurate completion of application files with minimal back-and-forth from underwriting • Positive feedback scores from clients after consultation calls If you already thrive in a target-driven lending environment and can move prospects from curiosity to closed loan, your expertise will ...

I need a clean, well-documented script that can scan major U.S. property d...maintain. If an official API is required I will provide keys; otherwise build a scraper that respects rate limits and captcha challenges. Deliverables: • Full source code with clear in-line comments • Setup guide and / • Example CSV, JSON and underwriting worksheet generated from a live run • A short Loom or written walkthrough showing the tool in action Acceptance criteria: the script returns at least five qualifying properties for a sample metro area search and completes the underwriting calculations in under two minutes on a standard laptop. Not very familiar with claude. Will need help setting up and running as well. Must provide troubleshooting for a period as well...

I will send you the address of a multiple properties and need a full investor-grade underwriting package in return. The deal could be a single-family, a multi-family, or even a condo, so please be comfortable working across those asset types. Your report must cover everything an investor expects before making an offer. For this specific address I want: • A tight set of comparable sales (recent, similar size and condition, same sub-market). • An After-Repair Value calculation that clearly shows how you arrived at the number. • A data-backed suggested purchase price that leaves room for profit. • A brief example walkthrough of the subject property itself to illustrate how you applied your methodology. • Market-trend commentary—price movement,...

I am looking for guidance and hands-on help to obtain a personal loan that will be secured against my own property. The funds will be used strictly for personal purposes, not business or debt consolidation, so the lender must be comfortable underwriting a private-use, property-backed facility. What I need from you • Identify reputable lenders or platforms that actively accept real-estate collateral for individual borrowers in my country/region. • Advise on current interest rates, fees, and term structures typical for this type of loan so I can compare offers confidently. • Prepare or review the required paperwork—property valuation reports, proof of ownership, income documentation, and any legal forms—to ensure there are no delays once an applicatio...

I am looking for guidance and hands-on help to obtain a personal loan that will be secured against my own property. The funds will be used strictly for personal purposes, not business or debt consolidation, so the lender must be comfortable underwriting a private-use, property-backed facility. What I need from you • Identify reputable lenders or platforms that actively accept real-estate collateral for individual borrowers in my country/region. • Advise on current interest rates, fees, and term structures typical for this type of loan so I can compare offers confidently. • Prepare or review the required paperwork—property valuation reports, proof of ownership, income documentation, and any legal forms—to ensure there are no delays once an applicatio...

...finance platform is live on Replit in a closed beta. Before we open the doors, I need a detail-oriented developer / tester to give the build a final polish, stress-test critical workflows, and wire the data into HubSpot so every loan request lands in my pipeline automatically. The core focus is the loan-processing backend. I want you to probe every step—from borrower intake through automated underwriting logic—looking for bottlenecks, calculation errors, or security holes. When you spot an issue, patch it (or propose the fix if it touches business logic) and document what was changed. Once the engine is solid, connect the site to HubSpot. I already have the API keys; what I need is reliable two-way sync so new submissions create deals, status updates flow back to bo...

...updated CRM list of prospects contacted, with call, email, and social stats logged • A minimum agreed number of qualified leads (client requirements and basic loan parameters captured) • Brief feedback on messaging performance so we can iterate subject lines, call hooks, and social posts If you have a track record setting appointments for lenders or brokers, understand DSCR, LTV, and basic underwriting language, and thrive in an outbound environment, I would like to hear how soon you can start....

...finance platform is live on Replit in a closed beta. Before we open the doors, I need a detail-oriented developer / tester to give the build a final polish, stress-test critical workflows, and wire the data into HubSpot so every loan request lands in my pipeline automatically. The core focus is the loan-processing backend. I want you to probe every step—from borrower intake through automated underwriting logic—looking for bottlenecks, calculation errors, or security holes. When you spot an issue, patch it (or propose the fix if it touches business logic) and document what was changed. Once the engine is solid, connect the site to HubSpot. I already have the API keys; what I need is reliable two-way sync so new submissions create deals, status updates flow back to bo...

...Beyond our own data store, the service must connect smoothly to several third-party providers: a credit-score API to pull applicant scores in real time, a payment gateway for disbursements and repayments, and notification services that let us push SMS and email updates at each milestone. Key deliverables • RESTful (or GraphQL, if you prefer) API endpoints covering auth, application submission, underwriting status, payment events, and notifications • Clean schema and migration scripts for the chosen SQL engine • Integration modules for the credit score API, payment gateway, and SMS/email notifications, all wrapped in environment-based configs • Unit and integration tests that prove the critical flows work end-to-end • Brief setup documentation s...

I need a streamlined Excel model that lets me underwrite small-bay industrial deals—either ground-up developments or refurbishments—without having to open half a dozen spreadsheets every time. A single assumptions tab should feed the whole file, including a dedicated line for land purchase...user-set thresholds • Built-in treatment of land purchase costs within total project budget Acceptance criteria • Formulas are transparent; no hard-coded numbers outside the input sheet • All four metrics calculate correctly when stress-testing with sample data I will provide • Workbook runs natively in Excel 2021/365 without external add-ins If you’ve built similar real-estate underwriting tools, please share a live sample or screenshots so I ...

...data, flag risk, pre-fill forms, and surface next-best actions for every user type. The site itself will operate on a classic SaaS model—users subscribe, create their organisation space, and start originating or reviewing loans. Please refer the overall flow and feature depth you see on , similar solutions to be provided. Key functions I need you to deliver • AI underwriting & insights – Pull KYC, bank statements, GST and credit-bureau data, then run rule-based and ML scoring to produce an instant risk grade and eligibility amount. • Contextual automation – Personalised dashboards for CAs, DSAs, customers and bankers, with task reminders triggered by the above scores. • Omnichannel support layer – Chatbot first, with...

I am ready to turn my proof-of-concept into a very lean web-based MVP that showcases how AI can streamline credit underwriting from raw bank statements all the way to clear-cut risk insights. The goal is to let a lender log in, drop a statement, and instantly see a visual, data-driven picture of the applicant’s cash-flow health and risk profile. Core scope • Bank statement upload: accept PDF, CSV, and common image formats, then parse them server-side. • Automated data analysis: run my existing Python model (or one you help refine) to categorise transactions, calculate key ratios, and flag anomalies. • Risk insights & financial dashboards: present cash-flow trends, concentration risks, and a headline risk score via a responsive, interactive UI. Tech n...

I am ready to turn my proof-of-concept into a very lean web-based MVP that showcases how AI can streamline credit underwriting from raw bank statements all the way to clear-cut risk insights. The goal is to let a lender log in, drop a statement, and instantly see a visual, data-driven picture of the applicant’s cash-flow health and risk profile. Core scope • Bank statement upload: accept PDF, CSV, and common image formats, then parse them server-side. • Automated data analysis: run my existing Python model (or one you help refine) to categorise transactions, calculate key ratios, and flag anomalies. • Risk insights & financial dashboards: present cash-flow trends, concentration risks, and a headline risk score via a responsive, interactive UI. Tech n...

I will send you rent rolls, T-12s, and other property-level financials and need you to turn them into clean, analysis-ready workbooks. The first thing I look for is a rock-solid Unit Mix tab; that is the highest priority every time. It must include: • Unit types and counts • Square footage by unit type • Average rent per unit type • T3 leasing activity for each unit type Once the Unit Mix is locked down, you will add to the benchmarking tab (I will provide) that tracks rent per square foot, average rents, occupancy, concessions, and any other metrics I flag. Everything should be formatted neatly in Excel with consistent formulas, named ranges where helpful, and zero hard-coded numbers hidden in cells. I provide clear instructions and a template, so no multifa...

...generation partnerships in this space and are seeking experienced professionals who want to future-proof their income. About the Project Specialist commercial and business finance platform Active across Australia, the United States, and other common-law jurisdictions Access to private, wholesale, and institutional capital Focus on complex, time-sensitive, and high-value transactions Established underwriting and settlement capability Scope of Work Design and operate borrower acquisition systems Generate motivated property and business finance leads Target developers, investors, and business owners Deliver qualified, verified prospects Funding products include: Caveat loans Commercial mortgages Low doc facilities Construction finance Bridging and short-term lending...

...generation partnerships in this space and are seeking experienced professionals who want to future-proof their income. About the Project Specialist commercial and business finance platform Active across Australia, the United States, and other common-law jurisdictions Access to private, wholesale, and institutional capital Focus on complex, time-sensitive, and high-value transactions Established underwriting and settlement capability Scope of Work Design and operate borrower acquisition systems Generate motivated property and business finance leads Target developers, investors, and business owners Deliver qualified, verified prospects Funding products include: Caveat loans Commercial mortgages Low doc facilities Construction finance Bridging and short-term lending...

Logo Designer Needed – CREFtech (Commercial Real Estate Finance AI Platform) About CREFtech CREFtech is a financial technology company specializing in commercial real estate finance, focused on underwriting automation and asset management optimization. We leverage highly advanced proprietary AI to modernize and disrupt traditional CRE lending infrastructure. Our brand must reflect: • Institutional credibility • High-end sophistication • Advanced technology • Intelligence and precision • Market disruption ⸻ What We’re Looking For We are seeking a high-level brand/logo designer to create: • A primary logo • A logo mark / icon • Font exploration (custom or modified type preferred) • Color palette exploration &bull...

Logo Designer Needed – CREFtech (Commercial Real Estate Finance AI Platform) About CREFtech CREFtech is a financial technology company specializing in commercial real estate finance, focused on underwriting automation and asset management optimization. We leverage highly advanced proprietary AI to modernize and disrupt traditional CRE lending infrastructure. Our brand must reflect: • Institutional credibility • High-end sophistication • Advanced technology • Intelligence and precision • Market disruption ⸻ What We’re Looking For We are seeking a high-level brand/logo designer to create: • A primary logo • A logo mark / icon • Font exploration (custom or modified type preferred) • Color palette exploration &bull...

...covering the three sections above • Consistent conservative design aligned with my colour palette and logo • All numbers sourced and foot-noted; no unverified claims • File hand-off in PPTX and PDF, plus any custom graphics in SVG/PNG If you have experience preparing institutional-grade materials for private credit or specialty finance lenders, Management team bios and track record — underwriting experience, prior volume, realized performance • Historical portfolio data — total loans originated, defaults, foreclosures, loss severity, weighted average LTV, average duration • Current platform scale — AUM, monthly origination volume, pipeline • Pro forma model — current volume vs projected volume with incremental investo...

Hiring: UI/UX Designer – Next-Gen Digital Lending Platform (India) We are building a production-grade, immersive digital lending platform for t...Portal UI Admin Panel UI Interactive prototypes (clickable) Developer-ready handoff (Auto-layout, proper naming conventions) Timeline Design Phase Duration: 3–4 Weeks Start: Immediate Budget Please share your quote for: Full UX + UI scope (Mobile + Web + Admin) This is a serious fintech build with long-term potential. If the collaboration goes well, there will be future product phases (iOS, AI underwriting dashboards, scaling modules). To Apply Please include: Portfolio (Fintech projects preferred) 2–3 relevant case studies Your process (UX → Wireframe → UI → Handoff) Estimated timeline Budget quote A...

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pul...

...familiarity with Encompass, Mortgage Builder, or Calyx Point is certainly welcome, but you’ll live in Arive for this role. Strong written and spoken English is essential because you’ll be communicating with US borrowers, underwriters, and title companies during US business hours. What I expect from you • Work every file independently—order verifications, clear conditions, coordinate with underwriting, and schedule closing—until the wire is sent. • Keep me and the borrower updated in real time inside Arive and via email/phone. • Deliver clean, fully documented loan packages that pass compliance without re-touches. When you apply, please let me know: 1. Your total years of US mortgage processing experience. 2. The loan products you...

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pul...

...DO NOT BID FOR FULL-TIME WORK DETAILS OF WHAT I NEED HELP WITH I run a real estate private equity and hotel development platform. We want to replace manual analysis and reporting with a practical AI workflow. This is about extracting, comparing, and interpreting data. Excel and PowerPoint remain the source of truth. What we need: -Compare PowerPoint vs Excel and flag mismatches - Explain underwriting models and trace outputs - Compare legal/term sheets vs financial assumptions - Track document versions and changes - Summarize deal folders Automation goals: -Draft IC and board materials from templates -Standardize presentations and memos -Replace recurring analyst work -Produce management summaries -Highlight anomalies and trends - Market intelligence: - Build comp sets - Pu...

...automatically, showing the visitor a clear quote while passing the selected product and premium back to our back-office system. • Flag high-risk clients to underwriters with an explanation score so they can override or request extra documentation. • Present all of this via a REST/JSON API that my current React front end can call, and expose a lightweight Python-based admin dashboard where underwriting managers can adjust thresholds and retrain models on fresh data. I work mainly with a Python solution (TensorFlow, PyTorch, or scikit-learn—whichever you feel is best) will plug in cleanly. The customer-facing chatbot or form assistant can be built with a service such as Rasa or a fine-tuned OpenAI model as long as it routes seamlessly into the same risk engine....

We need Family Health-Accident Insurance Customers - Lead Generation or Sales or Marketing...details, brief interest notes) that have confirmed openness to a health-and-accident insurance policy discussion. • Genuine leads (Family Health or Accidental Insurance or Corporate Insurance also) are needed. (After converting, the lead payment will be released) Leads are considered accepted once they respond to my initial follow-up call or email. I’ll supply the product brochure, FAQs, and underwriting guidelines; you bring the traffic, conversations, and appointments. If you’ve successfully driven family-focused insurance sales before—or you’re confident your funnel can—let’s get started right away. *Don't need SEO & Digital Marketer...

I’m looking to have a commercial-grade loan origination system built that centres on risk assessment and underwriting. The platform must comfortably process both Business and Real Estate loans from first touch through credit decision, so workflows, data models and scoring logic should be tailored to those two products. Core scope The heart of the build is an automated underwriting engine―collecting applicant data, applying credit policies and spitting out decisions or stipulations in a clear audit trail. Everything else (intake forms, document upload, status tracking) should orbit that engine so our credit team can step in only when a manual override is needed. Deliverables • A web-based application with separate workflows for Business and Real Estate loans ...

...business loan secured by property + city” Then expand only after search terms are clean. USPs you must use in ad messaging: One application → multiple underwriters: we co-underwrite with a panel of caveat / private credit lenders. Low friction: no upfront fees for caveats (in most cases) and no formal valuation upfront (in most cases). Low-doc option: from ~6.5% p.a. where eligible, flexible underwriting, land/specialised securities considered. Geo targeting (must-follow): Major AU metros >200k pop, Eastern seaboard priority Include Perth + Gold Coast Exclude Tasmania Keep it metro-focused (no broad regional targeting) Traffic we must block (day 1 negatives): Home loans/mortgages/refinance/first home buyer, personal loans, payday, Centrelink, debt consolid...

...business loan secured by property + city” Then expand only after search terms are clean. USPs you must use in ad messaging: One application → multiple underwriters: we co-underwrite with a panel of caveat / private credit lenders. Low friction: no upfront fees for caveats (in most cases) and no formal valuation upfront (in most cases). Low-doc option: from ~6.5% p.a. where eligible, flexible underwriting, land/specialised securities considered. Geo targeting (must-follow): Major AU metros >200k pop, Eastern seaboard priority Include Perth + Gold Coast Exclude Tasmania Keep it metro-focused (no broad regional targeting) Traffic we must block (day 1 negatives): Home loans/mortgages/refinance/first home buyer, personal loans, payday, Centrelink, debt consolid...

...offer → objection handling → close. Explain our purchase process clearly (what we buy, how transfer works, timing, next steps) and secure agreement to sell. Collect and verify required lien details (county, certificate #, amount, rate, redemption status if known, seller name/entity, contact info). Capture complete, accurate notes and outcomes in Excel/Google Sheets; maintain clean records for underwriting/processing. Follow up aggressively but professionally until “Closed–Won / Closed–Lost,” with clear reasons logged. Coordinate handoff to our processing team (or submit the required info packet) immediately after verbal close. Flexible schedule, but must be able to work and call during normal American business hours. Required Skills: Excellent...

...de-duplicate data from: Property data (e.g., PropStream or equivalent) Auction data (e.g., or feeds) Pre-foreclosure data (county public records / notices) Listing data (e.g., Zillow or equivalent) Rental market data (e.g., RentCast or equivalent) Key requirements: Address/APN matching Source reliability scoring Versioned data snapshots Confidence scoring when data is incomplete 2. Underwriting & Decision Engine The AI must calculate and store: Core Inputs (some auto, some user-adjustable) List price Suggested offer price Assignment fee (manual override) Rehab cost (manual override) ARV (comps-based) Existing mortgage balance (if known) Existing mortgage interest rate/payment (if known) Property taxes Insurance HOA fees Closing costs Vacancy rate CapEx & maintenance Ma...

...the emphasis is on defining what the product is, how it will operate, and why customers will choose it. Here’s what I need help with: • Market and competitor scan to identify white-space opportunities and winning feature sets. • End-to-end product blueprint: credit limits, interest and fee structure, repayment options, rewards or value-adds, and digital servicing experiences. • Risk and underwriting guardrails that balance growth with portfolio quality, including proposed policy wording and cut-off logic. • Compliance touch-points for major jurisdictions (e.g., Truth in Lending, GDPR/CCPA, fair-lending rules). • A concise financial model showing revenue drivers, cost assumptions, and sensitivity to delinquency rates. • Road-mapped mi...

...can establish full-service branches across North America, Europe and the Asia-Pacific region. Each location will operate under our license, combining a proven mortgage platform with an end-to-end business support system. Scope of operations Your branch will originate loans, handle debt consolidation and manage refinancing while also delivering our small-business advisory suite. I supply the underwriting engine, CRM, marketing collateral and regulatory templates; you bring local market knowledge, professional licensing and the infrastructure to open doors quickly. What makes this attractive • Dual-income model: residential & commercial mortgage revenue plus fee-based business consulting • Fast onboarding: branded playbooks, compliance checklists and remote tr...

...override the default text or request an alternate photo—please follow those item-by-item. • Variations, categories and SEO slugs should mirror the file names unless an embedded note says otherwise. Payments The store sells adult / high-risk merchandise, so I want ACH bank transfers only. Do not enable credit-card processing, Stripe, PayPal or any other gateways. If the ACH provider requires underwriting, we can treat that paperwork as a follow-up milestone once the plugin is installed and operating in sandbox mode. No live or test card transactions should be triggered at any point. Acceptance criteria • All SKUs visible, correctly priced, with gallery images and descriptions matching the supplied assets. • Checkout shows a single ACH option, passes sand...

...the lender and the borrower while maintaining strict compliance with industry standards. ​Key Expertise & Services: ​Loan Origination: Expert in document collection, initial application review, and conducting thorough credit checks to ensure borrower eligibility. ​Loan Processing: Specialized in verification of employment (VOE), appraisal ordering, and comprehensive loan file preparation for underwriting review. ​Compliance & Accuracy: Ensuring all files meet FNMA/FHLMC (Fannie Mae/Freddie Mac) and FHA/VA guidelines to minimize risk and delays. ​Workflow Management: Managing timelines effectively to move loans from "Submitted" to "Clear-to-Close" ​With a strong eye for detail and deep knowledge of the US Mortgage industry, I provide high-quality ...

...TPAs, and agencies • Develop and execute sales strategies, account plans, and go-to-market initiatives • Build and maintain strong C-level and decision-maker relationships • Understand client business needs and propose tailored solutions • Own the complete sales lifecycle: lead generation, discovery, proposal, negotiation, and closure • Work closely with internal teams (delivery, operations, underwriting, tech, marketing) • Achieve and exceed monthly, quarterly, and annual sales targets • Maintain CRM data, pipeline forecasting, and sales reports • Stay updated on US insurance regulations, real estate market trends, and competitive landscape Required Skills & Experience • 3–12+ years of B2B sales experience • Mandatory ...

...Community Predevelopment Loan Program application written and polished from the ground up. There are no existing drafts—only my raw project details—so every response must be researched, structured, and edited to meet funder expectations. Your focus will be writing and editing each narrative section, shaping clear, persuasive language that aligns with community development goals and typical underwriting criteria. I will provide background numbers, plans, and any supporting data you request; you transform that material into submission-ready answers. Deliverables • Full set of completed application responses in an editable format • One revision round after my internal review to fine-tune wording or add clarifications Acceptance criteria: answers must add...

...usual questions about amortization, collateral, and timing. You’ll be working from a targeted lead list inside our CRM. A strong telephone presence is essential; the tone, pace, and clarity of each call directly influence whether a prospect moves forward. Your sales-training certification should show in the way you handle objections, build rapport, and close for the follow-up meeting with our underwriting team. I will supply product sheets, rate guides, scripts, and calendar links. You will: • Log every call and outcome in the CRM • Provide brief written or recorded summaries of each qualified prospect • Secure at least twenty qualified callbacks per week Performance is measured by appointment volume and the completeness of borrower information capt...

...social channels, or using any proven tactics you already trust. From the very first conversation through to closing, I need someone who can guide clients with confidence, gather the full application package, chase down missing docs, and keep our underwriting pipeline moving smoothly. Success here looks like: • A steady stream of qualified Florida-based residential loan prospects entering our CRM each week. • Every borrower feeling informed and supported, with milestones and document requests clearly communicated. • Files delivered to underwriting complete and on time, so approvals stay predictable and closings hit their target dates. You’ll have fast access to our internal processors, title contacts, and closing agents, but I’m counting o...

...logic, audit‑ready structure) Clean, efficient VBA for model automation Strong Python skills (Pandas, NumPy, model automation workflows) Power BI (DAX, data modeling, custom visuals) Prior experience building CRE acquisition or development models Comfortable working in a high‑stakes, fast‑moving environment If you’ve built waterfalls, fund models, institutional‑grade dashboards, or automated underwriting pipelines before—tell us. Deliverables Fully documented CRE acquisition model Multi‑tier waterfall module Automated data flows via Python Executive‑level dashboard in Power BI Fund‑level rollup model Clear user instructions and technical documentation How to Apply Please provide: Relevant CRE modeling experience (samples welcome with redactions) Examples of Exce...

...Green indicators Insurance and financial ratios (to be created by developer) Early warning indicators and trend deterioration flags Profitability influencers (revenue, claims, expense drivers) Variance waterfalls, trends, and performance visuals Simple sensitivity analysis using drop-down selectors Key ratios to include Insurance Revenue Growth GWP Growth Rate Premium Retention Rate Underwriting Loss Ratio Net Claims Incurred Ratio Net Commission Expense Ratio Operating Expense Ratio Total Expense Ratio Insurance Service Margin Operating Margin Return on Equity (ROE) Investment Income Growth Liquidity and Efficiency ratios among them. Requirements Excel-only (no Power BI) All analytics must auto-update when figures change Ratio assumptions and thresholds ...

...(read-only) - Agent Dashboard: - Overview - View and manage claims/events - Update claim status No payments, no underwriting, no integrations with insurance carriers. 3) Mobile App (MVP – Dashboard Only) - Login - Dashboard / Home screen - Report Event / Claim - Claim status tracking - Contact assigned agent - Read-only documents Cross-platform solutions are acceptable. 4) Event / Claim Workflow - User submits an event - System generates a protocol number - Agent reviews and updates status - Status flow: Submitted → In Review → In Coordination → Closed LANGUAGE - English and Portuguese support required (UI and labels) OUT OF SCOPE - Payments or payouts - Underwriting logic - Advanced reports - Full admin system - Complex integrations TIMEL...

...This is not a junior role. This is not a freelance role. This is a long term, full time position for someone who lives and breathes underwriting. ⸻ What You Will Be Responsible For • Underwriting primarily single family properties across multiple markets • Running comps in New Jersey, Pennsylvania, and Florida, with the ability to adapt if markets change • Supporting 3 to 4 Acquisitions Managers with pricing and offer recommendations • Providing 10 to 15 offer recommendations per day, depending on volume • Performing quick napkin underwriting when offers are needed fast for live on call closes, sometimes within 15 minutes • Performing deeper underwriting when complexity requires it, sometimes taking up to 60 minutes &bul...

...seeking an experienced professional business plan writer who specializes in SBA loan–compliant business plans for bank and SBA lender approval (this is NOT for a microloan). The goal is to produce a fully SBA-guideline–compliant, funding-ready business plan that can be submitted directly to lenders to support loan approval. Key Requirements The business plan must strictly follow SBA and bank underwriting standards, including but not limited to: Executive Summary (lender-focused) Company Overview & Legal Structure Products & Services Description Industry & Market Analysis Target Market & Competitive Analysis Marketing & Sales Strategy Operations Plan Management & Ownership Structure Risk Analysis & Mitigation Detailed Financial ...

...seeking an experienced professional business plan writer who specializes in SBA loan–compliant business plans for bank and SBA lender approval (this is NOT for a microloan). The goal is to produce a fully SBA-guideline–compliant, funding-ready business plan that can be submitted directly to lenders to support loan approval. Key Requirements The business plan must strictly follow SBA and bank underwriting standards, including but not limited to: Executive Summary (lender-focused) Company Overview & Legal Structure Products & Services Description Industry & Market Analysis Target Market & Competitive Analysis Marketing & Sales Strategy Operations Plan Management & Ownership Structure Risk Analysis & Mitigation Detailed Financial ...

I'm seeking an experienced real estate underwriter specializing in residential properties. Your main task will be property appraisal using the sales comparison approach. Key requirements include: - Expertise in residential property appraisal - Proficiency in the sales comparison approach - Strong analytical skills - Attention to detail - Relevant certifications and experience in real estate underwriting Looking forward to your bids!

...has to create a schedule, record repayments, and trigger SMS/push reminders ahead of each due date. Basic reports—outstanding balance, days in arrears, portfolio at risk—will help management monitor performance. Essential features – Built-in photo capture or document upload for IDs and guarantor forms. – API-level identity verification (BVN/NIN or similar) before an application moves to underwriting. – Role-based access control so tellers see only their branch while head office sees everything. – Offline tolerance: if the borrower loses connectivity mid-application, data should queue and sync when the device reconnects. Deliverables 1. Source code for the mobile app and backend. 2. Deployment scripts/instructions for our own s...

...journeys fully coded, tested, and ready for production: • Loan application process – intuitive data capture, KYC upload, document manager, and a secure hand-off to the selected bank/NBFC API or lead inbox. • Loan calculator – real-time EMI, interest, and tenure computations that update instantly as users move sliders or edit fields. • Loan status tracking – push and in-app updates at every underwriting stage so borrowers always know where they stand. Extra essentials – An “Apply loan online” hub that lists all partner offers (home, personal, auto, etc.) and lets me add or deactivate lenders from an admin panel. – Multi-bank/NBFC tie-ups: the architecture should make it easy to onboard new partners without a code r...