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Date: Oct 12, 2023 @ 03:00 PM

CFGMS is excited to announce and launch a new program: CFGMS Underwriter Academy

CFG Merchant Solutions is excited to introduce the CFGMS Underwriting Academy, a customized initiative designed specifically for aspiring Revenue-based Underwriters. Striving to equip them with the tools, skill set, and expertise to thrive in the revenue-based financing sector, the Underwriting Academy Program is a comprehensive pathway to fast-track their progress into a pivotal role within CFGMS's esteemed underwriting teams. With a strong focus on three integral components—Boot Camp, Apprenticeship and Mentorship, and Managing your own portfolio—the Underwriting Academy is positioned to develop the next generation of industry leaders.

UW Academy: Boot Camp

In UW Academy Phase 1: Boot Camp: participants embark on their Underwriting journey. This immersive experience grants trainees an in-depth understanding of CFG Merchant Solutions, a leading capital provider in the revenue-based financing industry. Throughout this phase, they have the chance to familiarize themselves with team members, delve into the deal flow processes, and develop a solid comprehension of the business model. This foundational knowledge serves as the bedrock for understanding the intricacies of underwriting Revenue-based financing transactions.

UW Academy: Apprenticeship & Mentorship

Moving into UW Academy Phase 2: Apprenticeship & Mentorship, the program seamlessly transitions into the apprenticeship phase, where participants work closely with a seasoned producing underwriting team. Here, they gain the skill set necessary to swiftly assess the viability of deals, conduct risk reviews, effectively price submissions, and guide a deal from inception to completion. This hands-on experience proves invaluable for refining their underwriting process and portfolio management, with an emphasis on industry regulations and compliance.

UW Academy: Managing a Revenue-Based Finance Portfolio

In UW Academy Phase 3: the Underwriting Academy's final phase strongly emphasizes Portfolio Management. Here they learn the art of building and managing their own MCA portfolio while gaining insights into running a successful business. They discover strategies to effectively manage their portfolio, leverage technological data tools to gauge wins and losses, and master the art of continually expanding their profitable funding business. Embracing this transformative program will propel them toward becoming thriving funders in the revenue-based financing industry, whether on a stand-alone basis or part of a producing underwriting team.

Applicants are encouraged to apply for the Underwriter Academy today!

Eager to join an underwriting team at CFGMS? The robust financial position and unwavering commitment to their merchants set CFGMS apart. Whether applicants have limited experience or are seasoned professionals, they are encouraged to apply. The program is designed to equip them with the knowledge, support, and resources needed to thrive and emerge as formidable forces in the industry. Joining on this exciting journey that will shape the future of revenue-based financing.

Why Choose CFG Merchant Solutions?

CFGMS takes pride in its strong reputation within the revenue-based financing industry. Having funded over 25,000 businesses across the United States, they stand as a testament to their impressive track record. As an industry leader, they specialize in providing working capital to American businesses that have traditionally been underserved by major banks. CFGMS is highly adaptable and capable of funding a wide range of files, including numerous micro files under $20,000. Moreover, their competitive ISO compensation packages make them the preferred choice for referral partners. In terms of financing, CFGMS handles thousands of units every month, and their funding efforts never cease. Underwriters at CFGMS benefit from working with a funding partner deeply committed to their professional growth!



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