Credit Underwriter III

A major Finance Technology client of Insight Global is looking to add an experienced Credit Underwriter to their Credit and Risk team. The main priority for this person will be to support credit decisions for large public and privately held business across a variety of industries and locations. This senior-level individual contributor will be responsible for evaluating new credit applications and credit limit increase requests for existing customers. The role involves deep financial analysis, writing detailed credit memos, and making independent credit decisions within delegated authority. The ideal candidate will have experience in C&I environments such as banks, fintechs, or large corporations with in-house credit teams. This person will be responsible for navigating complex stakeholder relationships, including internal partners, external clients, and executive committees, and must demonstrate strong executive presence. Day-to-day responsibilities include analyzing financial statements (not bank statements or consumer credit reports), managing risk concerns, and contributing to the scaling of a fast-paced, innovation-driven organization.

Additional Responsibilities:

Evaluate international, multi-industry commercial credit applicants for creditworthiness, assessing complex financial documents, industry/country risks, and payment behavior profiles.
Leverage internal and external data to assess risk and creditworthiness.

Roughly 70% of time is spent heads down doing individual work, while you will be interacting with other team members or external clients for the other 30%
Example: for Best Buy they will underwrite for credit risk for their buyers, provide credit availability, outsource the entire order to cash process, assist in making credit decisions, and evaluate financial documentation


TreviPay is a financial technology company that provides a fully managed B2B payments and invoicing platform designed to streamline the order-to-cash process for enterprise businesses. Its core mission is to simplify and modernize how companies extend and manage trade credit, automate accounts receivable, and facilitate secure, flexible payments between buyers and sellers. Their specific trade and credit underwriting services are designed to help B2B sellers extend credit safely, onboard buyers quickly, and manage financial risk with confidence. In their high change environment, they are aiming to be at the front end of automation with the goal of helping their clients grow and scale and are actively onboarding a variety of significant, household name clients.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

BS in Accounting or Finance
Minimum 7 years of experience in commercial credit underwriting
C&I (Commercial and industrial) credit: loans or lines of credit extended to businesses for operational or expansion purposes
Previous experience working at larger banks, Finance Technology companies or as a Credit Manager for large company
Not looking for someone that has done mortgage underwriting
Used to exercising over 500k in unsecured credit authority

Fluent in other languages

SalesForce Service Cloud or Moodys software experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.