Underwriting jobs

I sell digital downloads to a mainly North-American audience and, because of poor credit history, every mainstream gateway I’ve approached has turned me down. I...API or plugin integration with Vrio so new transactions instantly create and update customer records—customer management sync is the priority. • Clear, written implementation steps so I can maintain the setup going forward. • At least one end-to-end test transaction proving funds settle correctly. If you have contacts with processors comfortable with digital goods, experience navigating underwriting for merchants with credit challenges, and you can handle the technical hookup to Vrio (PHP/Laravel stack), let’s talk. I’m ready to supply any supporting documents and jump on calls with t...

I ...live on its own platform; what’s missing is the ability to process credit and debit cards smoothly. Must configure with vrio Here’s what I need from you: • Approval for card processing that covers Visa/MasterCard, American Express, and Discover. • Any accompanying payment gateway credentials or API keys so I can complete the technical hookup on my side. • Clear guidance on documentation, underwriting requirements, and compliance steps so the account stays in good standing from day one. If you have established relationships with acquiring banks, PSPs, or high-risk-friendly providers and can walk me through application, KYC, and final integration, let’s talk. I’m ready to move quickly once we know the account can be opened and trans...

...approaching them with a meaningful social initiative for the medical fraternity, rather than presenting a conventional insurance or investment sales brochure. CENTRAL MESSAGE «YOU PROTECT LIVES. WE WOULD LIKE TO PROTECT YOU.» The emotional centre of the booklet must be: PROTECT THE HEALER Professional Indemnity Insurance cover of up to ₹50 Lakh for eligible doctors Subject to eligibility, underwriting, policy terms, conditions and exclusions. --- 2. DESIGN DIRECTION Overall look Premium Corporate + Healthcare + Financial Services Use: - Deep navy - Royal / corporate blue - Teal - White - Subtle gold accents - Light medical blue backgrounds Avoid making it look like a typical insurance pamphlet. Visual style Use high-quality photographs/graphics showing:...

...calling, email, SMS, LinkedIn, social media, databases, outbound campaigns, or other proven methods. Magnatra Capital specializes in MCA, working capital, business term loans, lines of credit, equipment financing, ABL, factoring, commercial real estate, acquisition financing, and customized commercial finance solutions. Our team handles the financial review, deal structuring, documentation, underwriting, transaction management, and closing process. Your responsibility is to identify, qualify, and submit legitimate businesses with a genuine need for financing. Compensation is paid immediately after the transaction funds and Magnatra receives its commission. We are looking for reliable individuals or small teams with proven business-finance lead generation experience who want to bu...

I need an experienced, commission-only cold caller to drive highly qualified reverse-mortgage leads. My offer is simple: every lead that meets our underwriting criteria and completes a credit pull pays you $2,000, so your income scales directly with your success. The goal is to generate qualified leads among seniors aged 62 and above who hold substantial equity and could benefit from a reverse mortgage. Each call must confirm two key points before it is considered billable: • the prospect’s genuine interest in a reverse-mortgage solution, and • their current mortgage balance, property value, and overall financial position so we can confirm preliminary eligibility. You will be provided with a brief product outline, compliance guidelines, and the credit-pull auth...

...project is to separate high-intent B2B partner leads from general marketing subscribers: High-Intent B2B Leads (ISO Agreements, Underwriting Guidelines): Must route directly into HubSpot CRM to trigger immediate 1-to-1 asset delivery, create deal pipeline records, and connect with contract software. General Marketing & Content Leads (Newsletter Opt-ins, Blog Readers): Must route into Flodesk for visually rich nurture sequences, subscriber segmentation, and newsletter broadcasts. Detailed Deliverables & Scope of Work 1. Dual-Route Lead Capture & Form Embeds HubSpot Form Placement: Embed HubSpot forms strictly on high-intent conversion points (e.g., Request Underwriting Guidelines, ISO Partner Application). Map submissions directly to HubSpot Contact records a...

...(DPO) with day-to-day privacy, compliance, governance, third-party, audit, and regulatory activities within a Saudi insurance company. The consultant should provide practical, implementation-focused advice rather than generic legal explanations. Recommendations should reflect the operational realities of a DPO working across business, IT, Cybersecurity, Risk, Compliance, Legal, HR, Claims, Underwriting, Finance, Data Management, and external vendors. Core Expertise The consultant must have strong working knowledge of: * Saudi Personal Data Protection Law (PDPL) and its Implementing Regulations. * SDAIA and National Data Management Office (NDMO) requirements. * Personal Data Transfer Regulations and cross-border data transfer requirements. * Insurance-sector privacy and regula...

...direct merchant account. I need a developer who has successfully routed payments for similar businesses by placing a low-risk “front” website between Stripe and the original high-risk site. Here’s the flow I’m after: 1. Customer begins checkout on sponsorglobal.ai. 2. They are silently redirected (or presented with an iFrame/hosted page) on a separate, low-risk domain that can pass Stripe’s underwriting. 3. Stripe processes the charge on that front site. 4. A webhook or secure token sends the confirmation back so the order is finalized on without exposing the customer to any extra steps. If you have hands-on experience with: • Stripe Connect / Custom Accounts • Tokenized redirects, secure webhooks, PCI-compliant server-to-s...

...identify potential business and mortgage clients, driving lead generation efforts. • File Preparation & Precision: Assist with basic loan underwriting reviews, organize application files, and fill out complex financial forms with zero tolerance for errors. • Social Media & Content Creation: Set up and manage LinkedIn and Instagram accounts, leveraging AI tools to research trends and create engaging, professional posts. • Autonomous Problem Solving: Independently troubleshoot day-to-day operational roadblocks using AI and independent research before escalating to management. Ideal Candidate Qualifications • Experience: Background working in a bank, loan underwriting, sales, or accounting. Familiarity with financial documents and lending processes...

I’m looking for a proven closer who can step straight into our auto insurance team and start turning qualified prospects into satisfied policyholders. You’ll receive a steady stream of warm leads generated by our marketing engine; your job is to guide each prospect through the quotation, underwriting, and policy-binding steps until the sale is firmly on the books. I expect you to bring solid mid-level experience—enough to navigate objections confidently, explain coverage options in plain language, and keep compliance top of mind without slowing the conversation. You should already be comfortable with typical sales tech stacks (think CRM software, e-signature tools, dialers, and screen-share platforms) and know the basics of state insurance regulations. Key delive...

### About the Opportunity We are a fintech technology company that has developed **LendOZ**, an AI-native digital lending platform for banks, fintech lenders and consumer finance companies. Website: Sandbox / Demo: Our initial UK focus is **unsecured personal lending**, where LendOZ enables real-time underwriting and personalized credit offer generation in seconds using credit bureau, Open Banking, affordability, fraud, KYC/AML, credit policy, scorecards and risk-based pricing. We are now entering the UK market and are looking for an experienced **UK-based Fintech Business Development / Partnership Consultant** to help us establish our initial market presence. ### Phase 1 – Establish UK Strategic Partnerships Our immediate priority is to

UAE/DIFC Lawyer Required to Draft & Issue Formal Legal Notice,Project Description: I am looking for a UAE/DIFC-qualified lawyer experienced in commercial contracts, real estate/investment disputes and DIFC arbitration to review my agreements and issue a formal legal notice to a Dubai-based company. The matter relates to an investment/underwriting arrangement where I have made substantial payments under signed agreements. There are ongoing issues regarding settlement/refund and contractual obligations, and I now want to formally put the company on notice and seek resolution before considering arbitration. Scope of work: Review the relevant agreements and key correspondence/payment records. Identify the relevant contractual clauses and my legal position. Draft a strong but prof...

No we dont need Digital marketing service . I run an equipment-financing firm and want to accelerate new-business acquisition. The immediate priority is a sales representative who lives and breathes lead generation—sourcing credit-worthy prospects, qualifying them, and handing them to our underwriting desk ready to close. On the marketing side, I’m looking for one partner (or a small team) to own our digital funnel across the following channels: • Email marketing • Content marketing Cold Calling You’ll craft campaigns that attract owners of small and mid-sized companies, nurture their interest, and keep them engaged until they speak with our sales rep. Consistent, data-driven iteration is essential; I expect to see what’s working, what isn&...

...keeping satisfaction high and retention strong. Your focus will be client relationship management only—no sales quotas or claims handling—so expect to: • Answer coverage questions promptly by phone, email or chat • Proactively schedule renewal reviews and spotlight potential coverage gaps • Record every interaction inside our cloud-based CRM so I can see real-time status • Escalate complex underwriting or claims matters back to me when they arise Deliverables each week: 1. Process any follow-ups required. 2. CRM notes that are clear enough for any team member to pick up the thread. Success for me looks like clients feeling heard within 24 hours, clean documentation in the system, and renewal retention above 90 %. If you have prior experienc...

necesI need help setting up card payments for a live adult-oriented dating and community web app (18+) serving Latin America. CURRENT SETUP - Live PWA, around 500 registered users - Node/Express backend + self-hosted Supabase (PostgreSQL) on our own VPS - Plans from USD 8 to USD 100, granting 30 to 365 days of premium access - Merchant...the webhook, and activate premium access in our database. WHEN YOU BID, ANSWER THESE - Which adult or high-risk processors have you personally integrated? Name them. - Have you ever onboarded a merchant based in Latin America with no registered company? Which processor approved it? - Do NOT bid if your experience is only Stripe or PayPal. I need someone who has dealt with high-risk underwriting. Budget and timeline negotiable for the rig...

...keeping satisfaction high and retention strong. Your focus will be client relationship management only—no sales quotas or claims handling—so expect to: • Answer coverage questions promptly by phone, email or chat • Proactively schedule renewal reviews and spotlight potential coverage gaps • Record every interaction inside our cloud-based CRM so I can see real-time status • Escalate complex underwriting or claims matters back to me when they arise Deliverables each week: 1. Process any follow-ups required. 2. CRM notes that are clear enough for any team member to pick up the thread. Success for me looks like clients feeling heard within 24 hours, clean documentation in the system, and renewal retention above 90 %. If you have prior exper...

I’m evaluating several mixed-use opportunities across key Asian cities and need a sharp analyst to back me up from first look to go/no-go. You’ll take the lead on three fronts—market research, financial modeling, and risk assessment—so I can move quickly when a site fits our mandate. Market research I’ll rely on you to pull and interpret hard data on comparable sales as well as current and projected supply-demand dynamics. Local brokerage reports, government statistics, and reputable prop-tech data rooms are all fair game; just be ready to cite sources clearly so I can validate the numbers before presenting them to partners. Financial modeling Build a clean, dynamic Excel (or Argus/Power BI, if you prefer) model that runs acquisition, development, and ex...

...Overview I am seeking an experienced software development company to design, develop, and deploy a scalable, secure, and AI-powered Insurance Sales & Management Platform for international markets. The platform should enable customers to compare, purchase, renew, and manage insurance policies online while empowering insurance agents and administrators with AI-driven automation for lead management, underwriting assistance, customer support, claims processing, and sales optimization. This is a greenfield product with a long-term roadmap, and we are looking for a strategic technology partner with proven InsurTech experience. --- Project Scope The solution should include the following modules: Customer Portal * User Registration & Secure Login * Customer Profile Manage...

...onboarding and early trading, and I want to understand the risk logic so I can help my clients set up cleanly and compliantly from day one. I'm looking for someone who has worked on the **merchant / seller side of risk** — merchant underwriting, KYB/KYC, account onboarding, or platform risk. **Relevant backgrounds (any of these):** - Chargeback-guarantee / fraud decisioning: Forter, Signifyd, Riskified, ClearSale, NoFraud - Risk scoring & device intelligence: Sift, Sardine, Kount, SEON, Ravelin, ThreatMetrix - PSP / platform risk teams: Stripe (Radar / Connect underwriting), Adyen, , PayPal, Braintree, Mollie - KYB / identity & business verification: Persona, Alloy, Middesk, Socure, Ekata, Trulioo, Baselayer **What I need help with:** - Review how my ...

I own a USA-based online travel agency specializing in airline ticket bookings. I am looking for an experienced profession...gateway into my website. My requirement is to secure a reliable high-risk payment gateway and merchant account for processing travel transactions. Business Details: USA-based Online Travel Agency Airline Ticketing (High-Risk Industry) Target Market: United States Monthly Processing Volume: Approximately USD 500,000 What I Need: High-risk merchant account/payment gateway approval Assistance with underwriting and onboarding Competitive processing rates Support for travel businesses Please apply only if you have experience helping high-risk travel agencies obtain merchant accounts or payment gateways. Software developers and payment integration services are not...

...for an experienced consumer lending underwriter to handle auto loans. Key Tasks: - Credit risk assessment - Loan documentation review - Approval or denial of loan applications You will be assessing a diverse range of borrower profiles: - Individuals with high credit scores - Individuals with moderate credit scores - Individuals with low credit scores Ideal Skills and Experience: - Proven underwriting experience, especially in auto loans and unsecured loans - Strong analytical skills for credit risk assessment - Attention to detail for thorough loan documentation review - Ability to make informed decisions on loan approvals/denials Please provide relevant work experience in your bids. Looking for a experience underwriter for a credit union in Texas to underwrite personal and...

My goal is simple: bring a steady strea...and organic post variants each week that speak directly to NYC owners looking for fast working capital. • Build and refine audience targeting inside Meta Business Suite—zip-code level focus on the five boroughs, interests tied to business financing, plus look-alikes as data rolls in. • Connect ads to our existing landing page and push leads straight into our CRM via Zapier/webhooks so my underwriting team can move immediately. • Report every week on spend, cost per lead, completed applications, and next steps for optimisation. Success is measured by completed applications at an acceptable CPL. I’m ready to launch within seven days of selecting the right partner and will keep the campaign running—and im...

Development of the Digital Marine Insurance Portal Document Reference: NAIB/2026/RFQ-MAR-001 1. Introduction & Background client is an IRA-licensed insurance broker headquartered at Nairobi, with branches in Mombasa, Nakuru, and Eldoret. clients provides premium insurance broking, risk advisory, and claims advocacy services. To modernize operations and scale our marine cargo and hull underwriting capacity, NAIB is seeking competitive proposals from qualified software development agencies to design, build, test, and deploy a secure, cloud-based Digital Marine Insurance Portal. This portal will automate marine cargo and hull insurance quoting, digital payment processing, PDF generation, and immediate document dispatch. 2. Project Scope & Functional Requirements The selecte...

...pay invoices, and update account details. All front-end work will be written in React for the web and React Native for iOS and Android. The back-end will run on Node.js with Express, relying on a relational SQL schema that you will design for compliance with North-American insurance data standards. Clean REST APIs, unit tests, and clear documentation are expected so that future actuarial and underwriting services can plug in without friction. Acceptance criteria 1. Each module functions end-to-end in a staging environment, passing user flows and edge-case tests. 2. Source code is lint-clean, fully commented, and delivered through a Git repo with CI pipelines. 3. Database scripts and migration files reproduce the schema from scratch. 4. A short walkthrough video and READ...

...used — not generic lists. Timeline: We need the structure finalized and payments live by end of July 2026. Please only apply if you can commit to this timeline. Required Qualifications: - Demonstrable experience structuring foreign subsidiaries specifically for payment processing access (describe at least one prior engagement in your proposal) - Working knowledge of Shopify Payments / Stripe underwriting requirements for foreign-owned entities - Familiarity with US or Singapore entity formation, banking, and tax obligations for non-resident owners - Understanding of Philippine outbound investment rules and intercompany fund flows (BIR, BSP considerations) Not Required, but a Plus: - CPA, tax attorney, or corporate services background - Experience with Mercury, Relay, Wis...

I buy neighborhood-scale retail and mixed-use properties and need a seasoned underwriter I can tap whenever a new deal hits my desk. Each assignment centers on a single acquisition: you’ll receive the rent roll, OM, and my purchase assumptions, then turn around a fully linked Excel model and short risk memo. Here’s the core of the work. You will scrub NNN, gross, and modified-gross rent rolls, layer in realistic lease-up timelines for any vacancy or below-market suites, and build 5- to 10-year cash-flow holdings that flow through to IRR, equity multiple, and sensitivity tables. The hold analysis is the piece I find most challenging, so I’m counting on you to stress-test exit cap rates, refinance scenarios, and capital-stack tweaks until the numbers tell a clear story. Wh...

I need an end-to-end MVP that lets insurance owners obtain a quote, buy a policy and later review or update it, while giving our underwriting team the tools to price risks, issue policies and handle claims in the background. Front-end • Responsive web interface that walks users through a short questionnaire, instantly shows a quote and, once accepted, creates the policy in their account. • Simple dashboard where customers can view active policies, download documents and see upcoming renewals. Back-end • Risk-scoring engine that consumes the quote data, applies our rating factors and returns a premium. • Underwriting workflow to approve or refer cases according to business rules we will supply. • Lightweight claims module that stores suppor...

...customer's application and supporting financial documentation. * Explain the next steps in the application review process. * Answer general questions regarding the funding process. * Maintain regular communication with assigned applicants by telephone and email. * Document all customer interactions accurately. * Provide outstanding customer service while maintaining strict confidentiality. * Escalate underwriting or funding-related questions to management when necessary. ## Qualifications * Excellent verbal and written communication skills. * Professional telephone etiquette. * Outstanding customer service and relationship-building skills. * Strong organizational and time management abilities. * Attention to detail. * Reliable high-speed internet connection. * Quiet, profe...

I am looking for a genuine Stripe Risk / Merchant Underwriting / Payment Compliance expert to help resolve a payment gateway rejection issue. My UK registered company was declined by Stripe after completing the verification process. Stripe's only response was: "Your account presents a high level of risk." No further explanation was provided. I have also been declined by several other payment providers without receiving any clear explanation. About the Business The business provides digital services including: Website Development Software Development Mobile Application Development Digital Marketing The website has already been updated and any previous services that could potentially create compliance concerns have been removed. What I Need I am NOT looking f...

I run an established company and need hands-on guidance to secure a business loan. I already know the amount and general purpose of the funds; what I’m missing is a seasoned expert who can walk me throug...statements and cash-flow projections • Advice on the best lenders or programmes for my profile • A clear checklist of required documents, with templates where helpful • Assistance filling out the application forms and drafting any supporting narratives • Tips for presenting the business plan convincingly to loan officers Familiarity with common lending platforms, SME financing, and bank underwriting criteria is essential. If you’ve successfully guided other businesses through similar applications, I’d love to hear about your results...

...and gather necessary information. We will provide white‑label marketing campaigns, scripts, and online training so you can begin to earn immediately. What You’ll Do: * Connect with U.S. business owners who need capital * Use our white‑label marketing system to generate interest * Share possible funding options (we even help close your deals. * Submit your leads to our team — we handle underwriting and approvals * Build a pipeline that rewards consistency and relationships Other Benefits: Remote, flexible schedule No cold calling No license required No financial background needed You focus on the business owners needs — we focus on closing your deals Send a quick message with: 1. Your background 2. Why you believe this opportunity is ...

I need an experienced mortgage-process professional who can step straight into two critical areas of my workflow: • Application review – sometimes a full file from end-to-end, at other times just the sections that need a second set of eyes. • Document verification – confirming the accuracy and completeness of income statements, credit reports, and property details before the file moves to underwriting. Turnaround must be quick, accuracy non-negotiable, and all notes logged clearly inside our LOS (Encompass) and CRM so the rest of the team can follow the audit trail. If you already work comfortably with VOE/VOI procedures, DU/LP findings, and standard compliance checklists, you’ll fit right in. Deliverables for every loan file: 1. A marked-up applic...

...Industries: • SaaS Providers • Insurance Companies • Banks • Financing Companies • Leasing Companies • Telecom Providers Additional Functional Requirements SaaS Monetization Engine Capabilities: • Per-user pricing • Usage-based pricing • Subscription management • Feature-based pricing • License management • Consumption billing Insurance Underwriting Engine Capabilities: • Risk scoring • Premium calculation • Eligibility rules • Coverage rules • Underwriting workflow • Decision management Credit & Lending Engine Capabilities: • Credit scoring • Risk assessment • Affordability calculations • Approval workflows • Risk-based pricing Industry Templa...

...file moves to final review. • Merchant evaluation – interview or email merchants when needed, spot red flags in their business model, and summarise your findings in a concise underwriter’s memo. We are a tech company and our system is extremely light and easy to work with you can underwrite the full packages at ease Turnaround on most files is 24–48 hours, so decisiveness and a well-honed underwriting toolkit (Excel, DecisionLogic, Plaid, Experian, etc.) are critical. I handle the broker communication; you focus purely on credit logic and accurate due diligence. Success is simple: every submission back to me includes (1) a completed financial spread, (2) risk grade with justification, and (3) a fund/decline recommendation I can forward straight to mana...

...Matter Expert (SME) to support an AI training and model development initiative focused on insurance policy renewal and retention workflows. In this role, you will evaluate AI-generated outputs, provide domain expertise, and help improve model accuracy across insurance-related use cases. Key Responsibilities Collaborate with AI, data science, and product teams to evaluate AI models used in underwriting, claims processing, risk assessment, pricing, policy renewal, and retention Identify gaps, biases, and limitations in AI-generated outputs and provide domain-driven recommendations for improvement Validate AI outputs against real-world insurance operations, regulatory requirements, and customer experience standards Define key performance metrics and success criteria for model eval...

...platform. (Please indicate if you have worked with that platform previously) My focus is strictly on apartments; retail, office, industrial, condos, and townhomes are outside the scope, so every assumption, comp, and metric should reflect the apartment market alone. Your mission is two-fold. First, build a model within IntellCRE, incorporating current owner financials. Second, complete a full underwriting and cap-rate analysis so we can benchmark each deal against current market expectations and create a deliverable to the client that indicates clearly the viability of the asset and what it should be purchased for at different Cap rates. For clarity, I consider the work complete when you return: • The Intell CRE file with every input cell documented. • A one-page ...

...file moves to final review. • Merchant evaluation – interview or email merchants when needed, spot red flags in their business model, and summarise your findings in a concise underwriter’s memo. We are a tech company and our system is extremely light and easy to work with you can underwrite the full packages at ease Turnaround on most files is 24–48 hours, so decisiveness and a well-honed underwriting toolkit (Excel, DecisionLogic, Plaid, Experian, etc.) are critical. I handle the broker communication; you focus purely on credit logic and accurate due diligence. Success is simple: every submission back to me includes (1) a completed financial spread, (2) risk grade with justification, and (3) a fund/decline recommendation I can forward straight to mana...

I’m ready to secure a single, comprehensive health insurance po...best family-friendly health insurance products that include full inpatient and outpatient benefits. • A clear summary of premiums, deductibles, co-payments, exclusions, and waiting periods for each option. • Guidance on optional add-ons (for instance, prescription drug coverage) and whether they make financial sense for us. • Step-by-step assistance with application paperwork, medical underwriting requirements, and policy activation until we are fully enrolled. Acceptance criteria: I will consider the project complete when I receive a side-by-side comparison table of at least three viable policies, an explanation of your recommended choice, and confirmation that all enrollment forms have ...

...sync) - Multi-location and multi-user administration - Mobile app for field operations (vehicle photos, checkouts, returns) - Third-party integrations (payments, accounting, telematics) ### Out of scope (initial release) - In-house vehicle GPS hardware manufacturing (telematics is integrated, not built) - Native accounting ledger (handled via integration with accounting platforms) - Insurance underwriting ## 4. Core Functional Modules ### 4.1 Online Booking Engine A self-service reservation system embedded in the operator's own website. Customers complete the whole flow themselves — vehicle selection, dates, extras, checkout — without staff involvement. Available around the clock, with no web developer required to set up or maintain it. ### 4.2 Fleet & In...

...need someone who can make it sing. Here’s the mandate: use segmented lists, refine the multi-touch sequence, spark conversations with owners of service businesses—think medical practices, consultancies, home services, logistics firms—and move the qualified prospects all the way to a signed term sheet. Your income scales with funded volume, and there is no cap. Have a look at our products and underwriting guidelines at , then tell me how you will: • craft or adapt a high-performing drip sequence, • track weekly metrics (sends, opens, replies, booked calls, funded deals), and • keep testing subject lines, offers, and segments to lift conversion rates. If you have an email-first sales background in financial services—or any high-ticket B2...

...Your day will revolve around two core responsibilities: • Contacting clients – using our CRM and phone system you will reach out to warm prospects, verify their loan balances, and collect any paperwork we still need. • Creating repayment plans – once the numbers are confirmed, you will plug them into our worksheet and draft an affordable schedule that meets both the client’s goals and our underwriting guidelines. All scripts, templates, and step-by-step training are ready for you, so previous industry experience is not required. If you have between zero and twelve months in customer service, telesales, or finance support, you should ramp up quickly. As you master the basics, there is room to learn creditor negotiation and other advanced tasks. To ...

...suggest the most suitable animation technique—2D, whiteboard, or a hybrid—so long as the final look stays professional and on-brand. Key deliverables • Script and storyboard for every module (approved before production) • Fully produced HD video files with voice-over and on-screen captions • Source project files for future edits Acceptance criteria • Content aligns with our current underwriting and claims procedures • Animation pacing keeps viewer attention without overloading information • Audio is clear, neutral-accent English and properly mixed to broadcast standard Tools such as Adobe After Effects, Vyond, or Toon Boom are all acceptable as long as the end product meets the criteria above. I’m ready to begin...

...missing documents from borrowers and internal team members. * Support file preparation for DSCR, Non-QM, bridge, hard money, and investor loan programs. * Help organize files inside LendingWise or other systems used by the company. * Coordinate with account managers regarding borrower needs, loan quotes, and file status. * Track open conditions and follow up until loans are ready for submission, underwriting, closing, or funding. * Help reduce current processing bottlenecks and improve turnaround time. 2. **LendingWise / CRM Support** * Refresh familiarity with LendingWise and learn the company’s current workflow. * Help organize client information, loan files, documents, and task updates. * Keep records updated and communicate clearly with the team regarding file progres...

...classify as "high-risk," and I need expert guidance to find the right processing partners and stay fully compliant with all applicable regulations. About the role: - Advise on selecting reputable, properly licensed high-risk merchant account providers and payment gateways - Help prepare and organize accurate application materials (business documentation, processing history, financials) for underwriting - Advise on chargeback prevention, dispute management, and reserve negotiation - Guide me through compliance requirements (PCI DSS, KYC/AML, and card network compliance, including reinstatement procedures where applicable) - Recommend redundancy strategies (multiple MIDs, load balancing, backup processors) to keep operations stable - Provide guidance on cross-border proc...

...and supporting documents to ensure accuracy and completeness in order to make an informed lending decision in compliance with our policies and guidelines Measure multiple events in an applicant’s file and review application contingencies to quantify associated risk. Exercise judgement to determine correct items to request from applicants and to make accurate credit decisions. Responsible for frontline underwriting of new loan files, suspense reviews, condition reviews, while adhering to production standards, staying within established turn-time timeframes and meeting minimum loan quality standardsAbility to perform duties. Computer literate to include experience using Microsoft applications with mortgage industry standard software. If poss...

We sell merchant processing services and equipment. We need to recreate a custom CRM system in Zoho One for Leads, Equipment, Invoicing, Residual Payments to Agents, Underwriting and Risk. We will be using Zoho One so that we can have quick access to and direct integration with mail, drive, social, finance, etc, but I want to utilize the Zoho MCP so that the agentic AI is creating our modules quickly , especially for the custom Residual Module for paying our sales agent teams. We need a Zoho Certified Expert that also has extensive experience creating Agentic Code to speed up the development process. I do not want the old fashioned method of Flows only, this will be with Creator and Cursor, Claude Code, etc. You must prove that you have access to and a portfolio of using these ...

I’m seeking an experienced mortgage underwriter who is fully comfortable working on mix...financials—personal and business—so our risk picture is crystal-clear. • Careful evaluation of third-party appraisals to be sure the mixed-use component is properly valued and the report aligns with current market standards. You’ll have direct access to all supporting documents, appraisal reports, and my notes on borrower strategy. I work primarily in PDF and Excel, so familiarity with common underwriting tools and the usual LOS platforms will help you hit the ground running. Turnaround time and depth of commentary are key decision factors for me. If you can quickly spot inconsistencies, articulate your conditions with clarity, and package a well-supported credi...

I am preparing to launch a dedicated health-insurance line and want an experienced professional to guide and execute the entire setup. My goal is to put a compliant, market-ready offer in front of potential customers—everything from refining product structure and underwriting guidelines through to the customer-facing materials that make enrollment simple and transparent. I need clear, actionable steps, hands-on work where required, and advice that reflects current regulatory standards in the markets we will serve. If you have a proven record of turning an insurance concept into a functioning service, I look forward to collaborating and getting this live.

...Matter Expert (SME) to support an AI training and model development initiative focused on insurance policy renewal and retention workflows. In this role, you will evaluate AI-generated outputs, provide domain expertise, and help improve model accuracy across insurance-related use cases. Key Responsibilities Collaborate with AI, data science, and product teams to evaluate AI models used in underwriting, claims processing, risk assessment, pricing, policy renewal, and retention Identify gaps, biases, and limitations in AI-generated outputs and provide domain-driven recommendations for improvement Validate AI outputs against real-world insurance operations, regulatory requirements, and customer experience standards Define key performance metrics and success criteria for model eval...

...loans from any device, so I need a complete application that works seamlessly as both a responsive web portal and a mobile app. Core workflow Applicants should be able to register, fill out a guided form, upload required documents, and track the status of their request in real-time. A built-in dashboard will let my team review submissions, approve or reject loans, and export data. Because our underwriting happens offline, you do not have to embed a credit-score pull. Look & feel Clean, modern UI that matches typical fintech standards—think clear typography, progress indicators, and reassuring micro-copy. I will supply brand colors and logos. Tech preferences I’m open to React + Node, Flutter, or any comparable stack that lets us share as much code as poss...