---
title: 'Pre-Underwriting Analyst I at TreviPay'
canonical: 'https://feeny.ai/job/pre-underwriting-analyst-i-trevipay-overland-park-187699vrrh91'
type: 'job'
last_seen: '2026-09-10'
---

# Pre-Underwriting Analyst I at TreviPay

- **Company:** TreviPay
- **Location:** Overland Park, KS
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-07
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/trevipay/7f2e9364-7671-4004-a700-65e7269d6ece

## Job description

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.

Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.

As a Pre-Underwriting Analyst I, you'll be responsible for coordinating the gathering of financial documents and other supporting documentation in accordance with the Documentation Policy defined by the Credit & Risk Department. You will administer, support, and coordinate all activities related to maintaining customer files impacted by applicable policy using superior analytical skills. We are looking for an individual that works well in a team environment and can help provide superior customer service to our internal and external customers.

Additional Responsibilities: Facilitate and lead the effort to setup new electronic customer files/folders and establish the annual or periodic review cadence in accordance with established policy Track and report on initiatives, performance results, emerging trends and opportunities to senior management Establish cross-functional partnerships and networks in order to support the execute cross-functional and business initiatives Utilize statistical analysis to perform risk, financial, data analyses and quality assurance across all portfolios Initiate communication (via phone & email) with customers to obtain required financial statements, tax returns or other documentation to support the review process Coordinate customer outreach, when needed with Account Management & Clients Liaison with the Credit & Risk team members to coordinate and schedule account reviews Develop and manage a “project management” styled approach to track account activity and file/folder maintenance to accurately document all activity Perform periodic audits of Customer files/folders to ensure adherence to established policy Develop and generate progress reports and statements as requested Build working relationships with various teams across the organization Assist and Lead any back-office support to all internal teams as needed and assist with special projects as assigned

Qualifications: Minimum 2-5 years business experience, preferably in the financial services industry and ideally in a client facing role Highly analytical thinking with a drive towards execution and delivering results Strong communication skills, written and oral Detailed oriented with strong organizational and prioritization skills required Superior knowledge and skills using computers and software packages, particularly Microsoft Word, Excel, PowerPoint, and Outlook Demonstrated experience with delivering superior customer service Multilingual candidates with previous experience in project management or business analysis is a distinct advantage - Spanish, French, and/or German preferred

## Why you will love working at TreviPay

Competitive salary Paid parental leave Generous paid time off Medical, dental, vision, FSA, Life/AD&D, long and short term disability 401K matching Employee referral program At TreviPay we believe: in saying yes to unique and challenging requirements empowered team members are creative team members our products make the customer’s day just a little bit better work/life balance makes us all more effective TreviPay is an Equal Opportunity and Affirmative Action Employer.  We welcome all veterans and disabled applicants.

Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact Recruiting@trevipay.com to request an accommodation.

## About TreviPay

## Company Overview
- **One-liner**: TreviPay provides a fully managed B2B payments and accounts receivable automation platform that enables global enterprises to offer net terms and seamless invoicing across all sales channels.
- **Entity Type**: Private (portfolio company of Corsair Capital, acquired in 2020)
- **Headquarters**: Overland Park, Kansas, United States (with additional offices in the Netherlands, Costa Rica, and Australia)
- **Founded**: 1978
- **Founders**: Not publicly available (the company was originally part of Multi Service Technology Solutions and later rebranded to TreviPay)

## Core Business
- **Primary industry**: Financial Services / Fintech – B2B payments, order-to-cash (O2C) and accounts receivable (A/R) automation.
- **Target customers**: B2B enterprises, including top retailers, manufacturers, and travel companies (e.g., Walmart, Lenovo, United Airlines).
- **Mission statement**: “Bring innovation and payment expertise to businesses worldwide, empowering growth and success.” [trevipay.com](https://www.trevipay.com/company/)

## Products & Services
- **TreviPay Platform**: A fully managed, API-first B2B payments and invoicing solution that combines embedded net terms at checkout, automated A/R, and global ERP/AP integrations. It replaces costly in-house credit and collections operations by underwriting buyer credit lines (up to $25M), handling billing, and providing branded payment portals. [trevipay.com](https://www.trevipay.com/company/)
- **Zero Touch A/R**: AI-enhanced accounts receivable automation that optimizes order-to-cash, reduces DSO, and improves cash flow. [linkedin.com](https://linkedin.com/company/trevipay)

## Market Standing
- **Valuation**: Not disclosed (private company)
- **Key Metric**: Annual revenue of **$62M** (LinkedIn estimate). Total funding rounds are not disclosed, but the company was acquired by Corsair Capital in 2020.
- **Notable Investors/Partners**: Corsair Capital (private equity owner); clients include Walmart, Lenovo, and United Airlines.
- **Growth Signals**: 
  - Headcount of 552 employees (+8.3% YoY) [linkedin.com](https://linkedin.com/company/trevipay)
  - Named a **Leader for Embedded Payment Applications** by IDC and a top vendor in cash application by The Hackett Group. [linkedin.com](https://linkedin.com/company/trevipay)
  - Acquired BATON Financial Services (2022) and Apruve (2022) to expand capabilities. [linkedin.com](https://linkedin.com/company/trevipay)
  - Over $8 billion in global trade powered; 10+ years average client tenure. [trevipay.com](https://www.trevipay.com/company/)

## Competitive Advantages
- **40+ years of domain expertise** in B2B credit and payments, giving deep underwriting and risk management knowledge.
- **API-first architecture** with embedded payments that integrate seamlessly into eCommerce platforms and ERPs.
- **Trade credit lines up to $25M** per buyer, a significant differentiator for large enterprise transactions.
- **White-label experience** – all buyer touchpoints (invoices, portals, calls) are branded to the seller, maintaining customer consistency.
- **Long client retention** (average 10+ years) indicating strong stickiness and satisfaction.

## Strategic Focus
- **Scaling through technology**: Continuing to enhance AI-driven A/R automation, expand global ERP integrations, and deepen embedded payment capabilities.
- **Geographic expansion**: Growing presence in Europe (Netherlands), Latin America (Costa Rica), and Asia-Pacific (Australia) alongside the U.S. headquarters.
- **Product innovation**: Building on recent acquisitions to deliver a unified order-to-cash experience for mid-market and enterprise clients.

## Why Work Here
- **Culture**: The company emphasizes “delivering ease and simplicity to the world of fintech” and encourages innovation, ownership, and collaboration. [careers.trevipay.com](https://www.careers.trevipay.com/)
- **Flexibility**: Offers hybrid work arrangements (e.g., Overland Park, KS and Rijswijk, Netherlands) as well as fully remote roles in Poland and other locations. [jobs.lever.co](https://jobs.lever.co/trevipay)
- **Benefits**:
  - Health, vision, and dental insurance (multiple plans)
  - 100% paid parental leave: 8 weeks for birth parents, 4 weeks for other parents (adoption/foster)
  - Generous PTO (25 days in the Netherlands, 12 days in Costa Rica, plus paid holidays)
  - 401(k) matching (U.S.), pension plan with employer contribution (Netherlands)
  - Employee Assistance Program (EAP), volunteer time off, and access to Aspiria Fitness Center (Kansas City) [careers.trevipay.com](https://www.careers.trevipay.com/career-openings)
- **Employee Rating**: 3.4/5 on LinkedIn (264 reviews), with work-life balance scoring 3.9 and culture 3.6. [linkedin.com](https://linkedin.com/company/trevipay)

## Sources
1. [trevipay.com](https://www.trevipay.com/company/) – Company overview, mission, products, and client tenure.
2. [careers.trevipay.com](https://www.careers.trevipay.com/) – Careers page with culture, benefits, and leadership.
3. [jobs.lever.co/trevipay](https://jobs.lever.co/trevipay) – Current job openings and location details.
4. [linkedin.com](https://linkedin.com/company/trevipay) – Company details, headcount, revenue, employee reviews, and acquisitions.

## Other roles at TreviPay

- [Senior Credit Underwriter](https://feeny.ai/job/senior-credit-underwriter-trevipay-overland-park-f8ztqqvxf87b) — Overland Park, KS
- [Sr Decision Science Analyst](https://feeny.ai/job/sr-decision-science-analyst-trevipay-overland-park-ftpn7k88tk24) — Overland Park, KS
- [Director, Credit Portfolio Analytics](https://feeny.ai/job/director-credit-portfolio-analytics-trevipay-kansas-5j06xsx04b72) — Kansas
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-trevipay-costa-rica-v0xfthj084gd) — Costa Rica
- [Senior Manager, BPO Operations](https://feeny.ai/job/senior-manager-bpo-operations-trevipay-overland-park-dztz2mtr2bzf) — Overland Park, KS
- [Director, Receivables Strategy and Performance](https://feeny.ai/job/director-receivables-strategy-and-performance-trevipay-overland-park-sw25sppva975) — Overland Park, KS
- [Senior Strategic Account Manager](https://feeny.ai/job/senior-strategic-account-manager-trevipay-rijswijk-5kpbssc82y3h) — Rijswijk, Netherlands
- [Credit Risk Analyst II](https://feeny.ai/job/credit-risk-analyst-ii-trevipay-overland-park-fm27tmbd87vh) — Overland Park, KS
- [Program Support Associate (Lithuanian & English Fluency Required)](https://feeny.ai/job/program-support-associate-lithuanian-english-fluency-required-trevipay-rijswijk-d606cvg3z32j) — Rijswijk, Netherlands
- [Business Development Manager](https://feeny.ai/job/business-development-manager-trevipay-overland-park-6av31gta359x) — Overland Park, KS