Document Processing Associate Jobs in Lindon, UT

Description

Full-Time | Monday-Friday, 8:00 AM - 5:00 PM

$25.00/hour (starting) - Sandy, UT

Start Your Career in Underwriting & Commercial Finance

About Expansion Capital Group (ECG)

ECG provides financing solutions that help small businesses access the capital they need to grow. Our team specializes in efficient, non-traditional lending, balancing speed with strong credit discipline and a commitment to doing things the right way.

We are looking for an Underwriting Processing Associate to support our Underwriting team.

This is an ideal entry point for someone early in their career who wants exposure to underwriting, commercial finance, and lending operations.

You'll play a key role behind the scenes by helping ensure underwriting decisions are supported by complete, accurate, and well-organized information.

If you're highly organized, detail-oriented, and motivated to grow into underwriting or financial services, this is a strong launchpad.

In this role, you'll review documentation, research businesses, verify information, and help prepare funding requests for underwriting review.

What You'll Do:

Review incoming documentation for completeness, accuracy, and compliance with company guidelines
Verify application information, supporting documentation, and funding requirements
Perform quality assurance reviews on documentation and account information
Research businesses, industries, and supporting information used in underwriting decisions
Obtain, review, label, and upload business filings, background reports, and required documentation
Investigate and resolve information discrepancies that may impact underwriting review
Conduct bank verification activities and support funding preparation
Prepare contract requests and verify documentation prior to funding
Maintain organized records and documentation within company systems
Collaborate with underwriting team members and business partners to support efficient workflow and timely decisions

What You'll Learn:

How underwriting teams evaluate commercial funding opportunities
Hands-on experience with documentation review, verification, and quality assurance processes
Exposure to commercial finance, risk assessment, and lending operations
Business research and investigative techniques used in underwriting decisions
Cross-functional collaboration with underwriting, operations, sales, and funding teams

Why Join Us:

Career Launchpad: Build a foundation in underwriting, lending operations, and commercial finance
Hands-On Experience: Work directly with underwriting documentation, business research, and funding preparation
Growth Potential: Opportunity to progress into Underwriting Processing Specialist, Senior Underwriter, and Senior Underwriting Specialist roles
Team Environment: Collaborative, fast-paced, and execution-focused
Consistency: Monday-Friday schedule with predictable hours

Work Environment:

In-office role based in either Sioux Falls, SD or Sandy, UT
Professional office environment with a collaborative team atmosphere
Occasional evening or weekend work may be required based on business needs

Requirements

What We're Looking For:

Strong candidates typically have experience in:

• Administrative or operational support roles
• Documentation review, record management, or quality assurance activities
• Banking, financial services, insurance, or lending environments
• Researching and validating information from multiple sources
• Working in structured, process-driven environments

You'll Thrive in This Role If You Are:

• Highly detail-oriented and organized
• Naturally curious and investigative
• Comfortable performing repetitive work with a high degree of accuracy
• Analytical and process-driven
• Reliable, accountable, and consistent
• Able to manage multiple priorities in a fast-paced environment

Required Experience:

• High school diploma or equivalent
• Strong attention to detail and commitment to accuracy
• Strong organizational and time management skills
• Effective verbal and written communication skills
• Proficiency with Microsoft Office and standard business technology tools
• Ability to research, analyze, and validate information from multiple sources
• Ability to work independently and collaboratively within a team environment

Preferred Experience:

• One to three years of experience in underwriting support, loan processing, financial services, banking, administrative operations, or a related field
• Experience reviewing financial documentation and supporting lending activities
• Experience working with CRM, underwriting, loan processing, or financial systems
• Familiarity with business entity research, bank verification processes, or commercial lending documentation
• Experience supporting underwriting, lending, insurance, or financial operations teams

Equal Opportunity Employer

Expansion Capital Group is an equal opportunity employer and considers all applicants without regard to protected characteristics.