Bond Service Representative

Position Overview

The Bond Service Representative will support surety operations by managing client financial documentation, preparing analysis reports, and executing bond transactions. This role requires a strong accounting and finance background (CPA designation required) and the ability to handle detailed, compliance-driven work with accuracy and efficiency.

Key Responsibilities

1. Financial Analysis & Reporting

• Complete the Financial Analysis Summary and FAST by reviewing client financial statements.
• ·Enter data into the FAST Excel model to analyze financial trends and client performance.
• Prepare financial summaries for internal review and client files.

2*. Underwriting & Documentation*

• Collect, review, and submit required underwriting documentation (CPA financials, tax returns, work-in-progress schedules, insurance certificates, etc.).
• Maintain the Open Item Control Document (OICD) to track pending client requirements.

3*. Bond Processing & Execution*

• Prepare, review, and issue various types of surety bonds in compliance with company and regulatory requirements.
• Perform necessary calculations such as bond amounts, premiums, and related financial figures.
• Verify accuracy of bond terms, supporting documents, and client information.
• Coordinate with underwriters, clients, and internal teams to ensure timely bond issuance and delivery.

4. Client & Internal Communication

• Act as a point of contact for clients regarding bond requests and documentation requirements.
• Work closely with internal management and accounting teams to ensure files are audit ready.

Qualifications

• CPA required with strong accounting and financial analysis background.
• Ability to interpret and analyze CPA-prepared financial statements, WIP schedules, tax returns, and key ratios.
• Proficiency in performing calculations for bond amounts, premiums, and program exposure.
• Advanced Excel and financial modeling skills
• Excellent communication, client relationship management, and negotiation abilities.
• High attention to detail, accuracy, and organizational skills with ability to manage multiple client accounts simultaneously.

Job Type: Full-time

Work Location: In person