Wendy Furman
Senior Underwriter at RBR Global- Claim this Profile
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Bio
Experience
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RBR Global
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United States
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Financial Services
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1 - 100 Employee
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Senior Underwriter
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Nov 2020 - Jul 2023
• Evaluated the financial stability and viability of potential borrowers by analyzing their cash flow statements and financial ratios to determine their ability to repay the cash advance. • Determined credit worthiness and approval amounts for MCA applicants. • Collaborated with sales team to understand client needs and goals in order to structure cash advance terms and conditions that meet their requirements. • Identified potential areas for process improvement and made… Show more • Evaluated the financial stability and viability of potential borrowers by analyzing their cash flow statements and financial ratios to determine their ability to repay the cash advance. • Determined credit worthiness and approval amounts for MCA applicants. • Collaborated with sales team to understand client needs and goals in order to structure cash advance terms and conditions that meet their requirements. • Identified potential areas for process improvement and made recommendations to streamline underwriting procedures and increase efficiency. • Oversaw and ensured accuracy of work performed by processors and operations team. • Collaborated with management and underwriting team to identify opportunities for new products in the merchant cash advance market and provide input on underwriting guidelines and risk assessment criteria for these new products. Show less
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Par Funding
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United States
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Financial Services
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1 - 100 Employee
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Senior Underwriter
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Sep 2015 - Aug 2020
Philadelphia, PA • Evaluated the financial stability and viability of potential borrowers by analyzing their cash flow statements and financial ratios to determine their ability to repay the cash advance. • Collaborated with sales team to understand client needs and goals in order to structure cash advance terms and conditions that meet their requirements. • Identified potential areas for process improvement and made recommendations to streamline underwriting procedures and increase… Show more • Evaluated the financial stability and viability of potential borrowers by analyzing their cash flow statements and financial ratios to determine their ability to repay the cash advance. • Collaborated with sales team to understand client needs and goals in order to structure cash advance terms and conditions that meet their requirements. • Identified potential areas for process improvement and made recommendations to streamline underwriting procedures and increase efficiency. • Conducted regular training sessions and workshops for junior underwriters to enhance their knowledge and skills in credit analysis and risk assessment. Show less
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DXL Group
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United States
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Retail
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700 & Above Employee
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Key Holder
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Nov 2013 - Aug 2015
Miami, FL • Ensured each guest felt welcomed by spending quality time, asking questions in order to learn about their needs, preferences and lifestyle • Served as a product knowledge expert with the ability to sell and market a broad range of apparel, including private labels, name brands, and tailored clothing • Assisted with building a superior customer-focused sales team by providing on-going coaching and training for selling skills, behaviors, and operational procedures. • Maintained store… Show more • Ensured each guest felt welcomed by spending quality time, asking questions in order to learn about their needs, preferences and lifestyle • Served as a product knowledge expert with the ability to sell and market a broad range of apparel, including private labels, name brands, and tailored clothing • Assisted with building a superior customer-focused sales team by providing on-going coaching and training for selling skills, behaviors, and operational procedures. • Maintained store displays and created looks for mannequins based on current trends. Show less
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SOUTH FLORIDA DIAGNOSTIC IMAGING
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United States
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Hospitals and Health Care
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Medical Records
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Sep 2010 - Aug 2013
Miami, Florida, United States
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Education
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Miami Dade College
Associate of Arts (A.A.), Clinical Nutrition/Nutritionist -
Miami Senior High School
High School Diploma