Company: Financial Services
Status: Full Time
Location: Dallas OR

About the Role

As the Underwriter at OpenRoad Financial Services (ORFS), you will be responsible for performing a variety of duties to ensure the efficient and accurate processing, underwriting, closing, and onboarding of ORFS clients. You will be working closely with our Business Development team to maximize client acquisition. This position requires a highly detail-oriented personality, excellent customer service skills, discernment skills, research skills, and accuracy. The Underwriter plays a critical role in maintaining ORFS’ risk threshold and optimizing ORFS’ business results.


  • Ensure prospective clients are underwritten in compliance with ORFS company policy and applicable laws and regulations
  • Obtain necessary reporting and documentation to perform a thorough analysis of prospective clients
  • Identify high-risk and out-of-compliance scenarios and effectively communicate areas of concern to the Business Development team
  • Create and evaluate client documents for accuracy and completeness
  • Maintain accurate records and status tracking
  • Provide courteous and professional communication, both internally and externally
  • Maintain neatness and thoroughness in performance of assigned duties
  • Attend department and staff meetings as requested
  • Other duties as assigned


  • Experience with computers and Microsoft Office suite
  • High productivity
  • Effective communicator in written and verbal formats
  • Ability to develop and apply knowledge of contractual and business law, as it pertains to the ORFS’ business services
  • Reliable
  • Professional behavior, appearance, and communication
  • Possess strong analytical, organizational, and time management skills
  • Self-motivated
  • Support the company and its mission by exemplifying OpenRoad’s values
  • Ability to perform objective decision-making
  • Focus on personal and professional growth

Why OpenRoad

  • Advance your career with a reliable company committed to sustainable growth
  • Full benefits package including 401k, Safe Harbor match, PTO, paid holidays, medical/dental/vision insurance, and more
  • Competitive salary with opportunities for professional growth
  • Professional, fast-paced, collaborative culture
  • Flexible work schedules
OpenRoad is a logistics powerhouse made up of 3 companies – OpenRoad Transportation, OpenRoad Financial Services, and OpenRoad Trucking – each playing a uniquely critical role in the supply chain and logistics industry. Our dedication to continuous improvement, commitment to exceeding expectations, and award-winning culture has been the catalyst of our continued growth and success. As a nationally recognized Top Workplace and Inc. 5000 fastest-growing company, our mission of empowering global business is spreading far and wide – and it all begins with the incredible people who call OpenRoad their home.


OpenRoad Financial Services is focused on helping Owner Operators and Fleets support and grow their companies with our same-day funding solutions. Our services allow these trucking companies to improve their cash flow, pay for fuel, truck maintenance, insurance, and reduce the expense of back-office tasks. Our immediate capital and professional back-office support enables these trucking companies to thrive.

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