Company: The Olea Group

Location: Remote, Remote

Job Function: Underwriting


The Olea Group has provided consulting and third party underwriting services to Community Development Financial Institutions across the United States since 2017. We underwrite upwards of $80 million dollars of small business financing per year. CDFIs outsource their underwriting to us because we provide trustworthy, straightforward, on-demand financial analysis that aligns with their specific loan policies and occurs in their unique software and systems. Our work increases the capacity of mission-based lenders and safeguards their portfolios while also saving them money. 

We currently operate as a team of five underwriters working remotely from across the United States. In addition to providing reliable, consistent underwriting services to CDFIs, we also provide flexible, interesting, and meaningful work for experienced CDFI professionals and motivated individuals looking to enter the space.


Please see Responsibilities field below.


The Underwriter’s primary responsibility will be to underwrite small business loans, and occasionally mortgage loans, between $500 and $250,000. For each loan underwritten, the Underwriter will complete a detailed analysis of repayment capacity, credit history, collateral, historical business performance, and projected business growth. 

This job will also provide an opportunity to advance quickly with our growing company. Depending on skillset and interest, the individual we hire may have an opportunity to take on operations responsibilities, train new employees, and play an active role in internal process improvement–in addition to their underwriting responsibilities. 


  • Commercial underwriting or lending experience at a mission-based small business lender (ideal), or similar financial experience in actuarial, audit, business analysis, or accounting
  • Bachelor’s degree from a US-based accredited college or university, ideally in accounting, finance, economics, or a related field
  • Ability to understand and interpret business financial statements  
  • Proficiency in Excel 
  • Meticulously attentive to detail
  • Highly organized and reliable
  • Excellent written and verbal communication skills
  • Ability to conduct oneself in a professional and polished manner among diverse groups of people 
  • Aptitude for working independently 
  • Proficiency in Spanish preferred
  • Proficiency Microloan Management Services (MMS®), SPARK, LoanWell, Lenderfit, or similar loan origination software preferred

We plan to identify and begin training the right person for this role as soon as possible. Loan volume varies day to day and week to week, so the right person for this role will be willing and able to adjust their working hours to meet the needs of our clients. This is a 100% remote position, with the ability to set your own schedule within regular business hours so long as the schedule is consistent week to week, meets the needs of our clients for occasional ‘live’ interaction, and includes at least four hours of work each weekday.

Compensation and Benefits

Pay will be salaried commensurate with experience, with an expected range of $40,000 – $55,000. We do not yet have a company healthcare offering because we do not meet the minimum employee count threshold to purchase a group plan. However, we plan to add this benefit as soon as possible and can explore options for doing so immediately should the candidate selected require it. 

In addition to offering paid sick and vacation time off, The Olea Group closes for all federal holidays as well as the day after Thanksgiving and the final two weeks of December each year. 

How to Apply

To apply for this position, please email a PDF version of your resume to Amy Collins at amy@theoleagroup.com. In the body of your message, describe your professional experience and qualifications as well as what interests and excites you about the position. Please do not call us to express your interest in working for The Olea Group. 

The Olea Group is an equal opportunity employer and we encourage people with diverse backgrounds and experiences to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.