CFGMS Underwriter Academy

A new revenue-based training program and track into a position with a producing Underwriting Team. 

Learn with us, Fund with us.

Three Core Focus Areas 

The Program

Bootcamp
Basic revenue-based financing training before placement with an Underwriting team.
CFGMS Overview
CFGMS Overview

Learn more about CFG Merchant Solutions ("CFGMS").

Deal flow process
Deal flow process

Understand the deal flow process at CFGMS. 

Anatomy of a deal
Anatomy of a deal

Discover all the variables for underwriting a merchant cash advance. 

Apprenticeship & Mentorship
Opportunity evaluation, pricing and risk guidance: Portfolio management.
Opportunity evaluation
Opportunity evaluation

Learn how to quickly evaluate whether a deal is worth a risk review. 

Pricing
Pricing

Understand how to properly price a deal. 

Funding
Funding

How to generate a new funding from start to finish. 

Manage Your Own Revenue-Based Portfolio
Build your own MCA portfolio, with unlimited compensation and earnings potential.
Underwriter book management
Underwriter book management

Learn how to manage your portfolio. 

Data analytics
Data analytics

Measure your wins and losses with the latest data tools. 

How to grow the business
How to grow the business

Build your funding business. 

Meet the CFGMS Underwriter Teams

CFGMS Underwriters have funded over $1 billion in MCAs since 2015.

Joe Huguenot

Senior Underwriter / Team Lead

Rob Abolt

Senior Underwriter / Team Lead

Boris Angelov

Underwriter

Viktor Klauzner

Underwriter

Fernando Diaz

Underwriter

Mike Kevitch

Underwriter

Brandon Pollack

Underwriter

How many businesses has CFGMS funded?

CFGMS has funded over 25,000 businesses across the U.S.. We are an industry leader focused on providing working capital to American businesses who have traditionally been underserved by the big banks. At CFGMS, we can fund almost any file, and fund a ton of micro files less than $20K. Additionally, with competitive ISO compensation packages, our referral partners love working with us!

How much working capital has CFGMS financed?

CFGMS finances thousands of units per month. At CFGMS, we never stop funding. Our total funds provided have eclipsed $1 Billion and continues to grow by the day! Underwriters at CFGMS enjoy the benefits of working with a funder who is invested in their growth!

The benefits of being a CFGMS Underwriter

Work with a funder who wants to facilitate your growth.

Build & Run Your Own Business

Broad Funding Range

Unlimited Earning Potential

Apply to The program

Fill out the application form, and Pooja Bajaj the Underwriter Academy Director will reach out to you within 24 hours!

Pooja Bajaj

Director of Recruiting, Underwriter Academy
pbajaj@cfgms.com