Data Entry & Pre-Underwriting Agents

We’re an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!

Role Snapshot

As a Pre‑Funding Support Agent, you sit at a critical compliance and accuracy checkpoint in the funding lifecycle. You are responsible for validating identity, banking, and entity records; reviewing bank statements and debt sheets; completing credit checks; and ensuring contracts are built accurately in PandaDoc and released within a strict 30‑minute SLA. Your work ensures funding decisions are made on verified information, protecting the business from risk before every contract release.

Contract SLA Management

• Release contracts within 30 minutes of request
• Confirm whether balances must be calculated prior to contract release
• Escalate to the underwriter or leadership when cla...