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Chris J. — Junior Financial Underwriter from United States

Chris J.

Junior Financial Underwriter

United States 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Chris D., based in Pavia, Iloilo, Philippines, is a skilled Junior Underwriter with deep expertise in financial analysis and risk management, particularly in the remote consulting domain with CFGMS under NEHLS Consulting Inc. From January 2022 to July 2026, Chris performed meticulous bank statement audits and cash flow analyses to identify financial risks and refinancing opportunities. His work included verifying multiple MCA positions, interpreting credit bureau reports, and conducting thorough background checks using DataMerch and other resources to detect fraud and anomalies. He effectively managed operations by leveraging OCR software and CRM platforms, optimizing deal processing with influential quality assurance practices. His earlier role as a Cold Caller & Outbound Sales Representative at TRUALLIANT involved executing high-volume outbound campaigns and maintaining CRM accuracy. Chris holds a Bachelor of Science in Information Technology, majoring in Programming, from PHINMA University of Iloilo, further enhancing his technical skill set in MySQL, Java, Python, and document automation tools.

Experience

  • Junior Underwriter - Independent Contractor

    CFGMS Under NEHLS CONSULTING INC. · 2022 — 2026
    Conducted comprehensive audits of bank statements and analyzed cash flows, calculating Average Daily Balances, total monthly deposits, negative day frequencies, and withholding/NSF fees to assess cash flow risk and identify refinancing opportunities. Verified existing MCA positions, interpreted credit bureau reports, and synthesized complex financial data into concise underwriting notes to expedite deal approvals. Performed background checks utilizing DataMerch, credit bureau reports, bankruptcy searches, UCC filing reviews, public record searches, and merchant verification calls to identify fraud and transaction discrepancies. Employed OCR software and CRM platforms for efficient deal processing, coordinating with ISOs and brokers to collect necessary documentation, resolve discrepancies, and finalize deal terms. Standardized QA procedures in underwriting, identifying workflow bottlenecks to enhance turnaround times and maintain data accuracy standards.

  • Cold Caller & Outbound Sales Representative

    TRUALLIANT · 2021 — 2021
    Executed high-volume outbound calling campaigns to targeted prospect lists, consistently qualifying leads. Delivered tailored pitches and addressed objections to engage decision-makers and convert cold calls into booked sales meetings. Maintained accurate real-time prospect profiles, call disposition notes, and contact details in CRM systems to ensure pipeline integrity. Proactively managed prospective client pipelines through timely follow-up calls and targeted outreach to re-engage cold leads.