Director of Underwriting
Remote
Full Time
Experienced
Director of Underwriting
About our client
Our client is the premier clean energy finance platform for private clients seeking to mitigate their tax liability and enjoy long term yield. In partnership with family offices, financial advisors and tax professionals, they repurpose our private clients’ tax liability to preserve and grow their wealth, legacy and impact.
About this Opportunity:
The Director of Underwriting will be responsible for overseeing the underwriting process, ensuring that client information is complete and accurate, managing client communications post-onboarding, and maintaining compliance with client contracts. This person will play a critical role in representing the client’s perspective on internal matters, conducting internal diligence on client investments, and leading a growing team of underwriters to ensure the highest standards of accuracy and professionalism.
Key Responsibilities
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Compensation and Work Environment
All Solana Talent Group Clients are an equal employment opportunity (EEO) to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. We are a proud promoter of employment opportunities to our Military and Veterans.
About our client
Our client is the premier clean energy finance platform for private clients seeking to mitigate their tax liability and enjoy long term yield. In partnership with family offices, financial advisors and tax professionals, they repurpose our private clients’ tax liability to preserve and grow their wealth, legacy and impact.
About this Opportunity:
The Director of Underwriting will be responsible for overseeing the underwriting process, ensuring that client information is complete and accurate, managing client communications post-onboarding, and maintaining compliance with client contracts. This person will play a critical role in representing the client’s perspective on internal matters, conducting internal diligence on client investments, and leading a growing team of underwriters to ensure the highest standards of accuracy and professionalism.
Key Responsibilities
- Underwriting & Due Diligence: Lead the internal diligence process on client investments to ensure precise and accurate management of client funds.
- Client Communication & Representation: Act as the primary internal advocate for client interests, ensuring their perspectives are considered in all relevant company matters.
- Compliance & Contract Management: Oversee company adherence to client contracts, ensuring that all obligations and compliance requirements are met.
- Team Leadership & Growth: Manage a team of underwriters, scaling the team as the company’s workload grows. Provide mentorship, training, and process improvements to enhance efficiency.
- Collaboration & Coordination: Work closely with the finance team, client sales team, and operations team to ensure seamless execution of underwriting and investment management.
- Emotionally Intelligent Collaborator: Ability to work effectively with colleagues across teams with a strong sense of empathy and communication.
- Accountability-Driven: Holds themselves and others accountable to high standards of work and commitment to the company mission.
- Fanatically Hardworking: Driven to continuously improve their role, their team, and the business as a whole.
- Commitment to Excellence: Strives for the highest standards in all aspects of work, ensuring accuracy and integrity.
- Service Mentality: Focused on delivering exceptional service to clients and internal stakeholders alike.
- Detail-Oriented & Process-Focused: Finds satisfaction in ensuring everything is in order and operates smoothly.
Compensation and Work Environment
- Independent Contractor with an hourly base pay based on experience
- Physical setting is remote with once a quarter team travel for meeting.
All Solana Talent Group Clients are an equal employment opportunity (EEO) to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. We are a proud promoter of employment opportunities to our Military and Veterans.
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