Pre-Underwriting Specialist

Position Responsibilities:

A Pre-Underwriting Specialist reviews and enters finance applications from small to mid-sized businesses and coordinates the processing of a customer transaction with Sales and Credit. This includes evaluating the documentation provided to determine its completeness and that all requirements have been met. In addition, the Pre-Underwriting Specialist is responsible for receiving and entering bank statements into the record prior to Underwriting starting. The best candidates will be detailed, self-motivated, and team oriented and eager to be a part of a rapidly growing business.

Key responsibilities include:

  • Oversee daily application flow
  • Ensure all applications are properly processed
  • Enter and review bank statements
  • Ensure compliance with company standards and procedures
  • Foster good working relationships with internal staff and partners
  • Maintain customers and accounts within system of record
  • Performing other duties as required

Skills and Specifications:

  • Must be able to multitask and be highly adaptable to change
  • Must be detail oriented, have excellent organizational and time management skills
  • Good interpersonal relationship skills and motivation for personal growth
  • Required knowledge of computer and proficient in Microsoft Office (Excel and Word)
  • Good typing skills
  • Strong math and analytical skills
  • Friendly and personable

Education and Qualifications:

  • 2 or 4-year degree is preferred, but not required
  • Previous experience as an operations coordinator or similar role

Key Performance Indicators:

  • Monthly applications entered
  • Applications entered within SLA
  • Monthly dollars funded
  • Monthly units funded

Please send resume, including job history, to: Channel Partners Capital, 11100 Wayzata Boulevard, Minnetonka, Minnesota 55305, via email at, or apply online on Indeed.

Our Core Values

We celebrate each other’s efforts and achievements

For peers, partners, and customers

Driven to try new ideas, new methods and new processes.

Focused on business, team, and individual development

Making life easy for customers with a fast and straightforward process

Total transparency empowers customers to make informed decisions


Inc. 500/5,000 fastest-growing companies
8 Consecutive Years


100 Best Companies to Work For

Channel Partners Capital is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with its obligations under federal law, each company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance in employment qualified women, minorities, disabled individuals, special disabled veterans, veterans of the Vietnam era, and other eligible veterans.