Director/Senior Director, Credit and Underwriting at TripActions

| San Francisco
!Sorry, this job was removed at 10:32 a.m. (PST) on Tuesday, March 3, 2020
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

The Director/Sr. Director of Credit & Underwriting will be responsible for building the credit and underwriting function at TripActions. The team is responsible for providing thorough, objective analysis of the financial condition and credit worthiness of corporate customers, evaluating market conditions, making credit decisions, performing annual reviews, and managing the overall portfolio of assigned credits. This role will report to the VP of Finance.


  • Build the team and function from the ground up!
  • Hire and develop a high performance credit team with a focus on driving excellence, teamwork, and engagement, both internally and externally
  • Be a seasoned senior underwriting executive with deep and relevant industry expertise across both domestic and cross-border credit
  • Manage the workflow of underwriting requests for credit extensions and annual reviews
  • Set guidelines for operations and go to market teams for engaging customers with respect to credit and underwriting
  • Manage preparation of monthly financial memo reviews of existing borrowers to track compliance and health of accounts
  • Be a partner to the capital markets team to evaluate working capital needs and assist in capital raising where necessary
  • Lead the documentation process for both new customers and credit extensions/increases of existing customers, including coordination with customer success managers
  • Manage requests from regulators, auditors, and other stakeholders where relevant


  • 10+ years of experience in credit underwriting, portfolio and/ or risk management 
  • Experience with both large multinational financial services organizations and fast-paced startup environments preferred
  • Experience building a team of commercial credit underwriters and analysts
  • Motivated self-starter who enthusiastically contributes to the broader team goals
  • Impeccable technical aptitude with demonstrated pragmatic business judgement
  • Deep industry and credit expertise in his/her assigned industry vertical
  • Subject matter expert on tools, services, and systems ecosystem for credit evaluation
  • Proficiency in complex legal documentation guidelines and requirements
  • Knowledgeable in finance theory and its application in the credit underwriting process
  • Reaches decisions quickly and in a structured manner
  • Bias towards challenging the status quo
  • Strong quantitative skills and systems aptitude
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Sales & Marketing
    • SalesforceCRM


Right in the heart of Chinatown, SF - lots of hustle and bustle. We have great restaurants nearby and we're easily accessible by public transportation

An Insider's view of TripActions

How does your team reward individual success?

SHOUT-OUTS, SPIFFS, TEAM EVENTS. If you have top bookings - you get to wear the money jacket for the whole month!

Xander Garovi

Commercial Account Executive

How do you collaborate with other teams in the company?

There is a lot of collaboration, especially with Account Executives. We partner with them to find out the best strategies for outreach and how to best position the sell in order to optimize success in the deal.

Melissa Lord

Sales Development Representative

What are some things you learned at the company?

Being at TripActions has been the biggest learning experience in my career. One of the biggest things I’ve learned is adaptability. The company/team/role has changed so much from the time I’ve started and it’s been amazing to see it grow into what it is today.

Leighann Yamami

Senior Talent Acquisition Partner

What is your vision for the company?

Too often we blame technology for making our lives hectic and friction-filled - however, we fail to recognize, we are the ones creating the technology. TripActions is flipping the script, using technology to build real human connection.

Ryan Patrick O'Neill (RPO)

Senior Alliances Manager

What are TripActions Perks + Benefits

TripActions Benefits Overview

Competitive salary
Health: Medical, dental and vision
Food: Catered meals and drinks
Stock: Be invested in our future
Savings: Take advantage of our 401K matching
Travel: $2000 personal travel stipend to use on the app every year
Commuter benefits: Pre-tax benefit plus a $1000 yearly transportation stipend
People: Friendly, nice, and smart coworkers
Work/life balance: Take time off when you need it with an open vacation policy.
Location: WeWork located in the heart of SF

Volunteer in Local Community
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide free breakfast on Thursday. Employees get free lunch on Monday, Wednesday, Friday.
Professional Development Benefits
Diversity Program
Mentorship Program
More Jobs at TripActions7 open jobs
All Jobs
Dev + Engineer
San Francisco
San Francisco
San Francisco
San Francisco
San Francisco
San Francisco
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView TripActions's full profileSee more TripActions jobs