info@cfgms.com +1 (844) 662 – 3467
ISO Partners Franchise Partners

CFGMS Underwriter Academy®

A revenue-based financing training program and fast track into a position with one of our underwriter teams

Learn with us, Fund with us.

Apply Now

The Program

Bootcamp

Basic training before apprenticeship with underwriter team

Learn more about CFG Merchant Solutions®

(“CFGMS”)

Understand the process of underwriting a revenue-based financing from start to finish.

Gain insights into the economics of a transaction.

Apprenticeship & Mentorship

Opportunity evaluation, pricing and risk guidance: Portfolio management

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

Understand how to properly price a deal.

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

Learn how to manage your portfolio.

Measure your wins and losses with the latest data tools.

Build your funding business.

Meet the CFGMS Underwriter Teams

CFGMS Underwriters have funded over $2.6 billion in MCAs since 2015

Rob Abolt

Senior Underwriter/Team Lead

Boris Angelov

Senior Underwriter/Team Lead

Brandon Pollock

Underwriter

Viktor Klauzer

Underwriter

Fernando Diaz

Underwriter

Mike Kevitch

Underwriter

How many businesses has CFGMS funded?

CFGMS has funded over 53,000 businesses across the U.S. We are an industry leader focused on providing working capital to American businesses that the big banks have traditionally underserved. At CFGMS, we can fund almost any file and a ton of micro files under $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 $2.6 billion and continue 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 a CFGMS representative will reach out to you within 24 hours!

Bill Gallagher

President, CFG Merchant Solutions™

wgallagher@cfgms.com

Learn More About the Underwriter Academy Steps

Underwriter Academy FAQ

The program is ideal for individuals interested in pursuing a career in underwriting, especially within alternative financing. It’s suited for recent graduates, professionals looking for a career change, or those with prior experience in finance, banking, or related fields.

Participants will gain:

  • • Foundational knowledge of underwriting principles. 
  •  
  • • Industry-specific training in revenue-based financing and other alternative financial products. 
  •  
  • • Hands-on experience with CFGMS™ underwriting tools, processes, and decision-making frameworks.
  •  
  • • Risk assessment and management strategies tailored to small and medium-sized businesses.
  •  
  • • Soft skills training, including communication, collaboration, and client management.
The academy program runs for 6 to 12 weeks, depending on the participant’s prior experience and learning pace.

Yes, participants in the CFGMS Underwriter Academy™ are compensated during their training period.

Applicants should have:

  • • A bachelor’s degree in finance, business, economics, or a related field (preferred but not required).
  •  
  • • Strong analytical skills and attention to detail.
  •  
  • • An interest in alternative financing and small business funding. 
  •  
  • • Prior experience in underwriting is not mandatory, as the program is designed to provide all necessary training.

Submit an application: Complete the online application form on the CFG Merchant Solutions™ careers page.

 

  1. Initial screening: Our HR team will review your application and conduct a preliminary interview.
  2.  
  3. Assessment: Selected candidates will complete a skills assessment to evaluate analytical and problem-solving abilities.
  4.  
  5. Final interview: Candidates who pass the assessment will be invited for a final interview with senior underwriting managers.

Yes, participants who successfully complete the program may be offered a position as an Underwriter at CFG Merchant Solutions™, subject to performance and business needs.

Visit the CFGMS™ Careers page to learn more and submit your application.

 

For more information please reach out to info@cfgms.com.

Related News

FAQ About CFG Merchant Solutions®

CFG Merchant Solutions (CFGMS)® provides working capital to small and medium-sized businesses that are often underserved by traditional banks. We offer flexible and fast funding solutions to help businesses overcome cash flow challenges, seize growth opportunities, and navigate unexpected expenses.

CFGMS offers a primary working capital solution:

 

Revenue-Based Financing: A flexible funding option where repayments are based on a percentage of your future revenues, making it ideal for businesses with fluctuating cash flow.

  • Direct Funder: A company like CFGMS that provides capital directly to businesses without intermediaries. We handle the entire funding process, from approval to disbursement.
  •  
  • ISO (Independent Sales Organization): A third party that connects businesses with funders. While ISOs help facilitate funding, they do not provide the capital themselves. At CFGMS, we partner with ISOs to expand access to our funding solutions.

Applying for funding with CFGMS is straightforward:

 

  1. Submit Application: Provide basic business information through our online form or by contacting us.
  2.  
  3. Document Review: Share essential documents to assess your business’s needs.
  4.  
  5. Approval: Our team reviews your application and provides a decision quickly—often within 24 hours.
  6.  
  7. Funding: Once approved, funds are deposited directly into your account within 1–2 business days.

Partnering with CFGMS™ provides several advantages:

 

  • High Approval Rates: We help secure funding for businesses often overlooked by traditional lenders.
  •  
  • Fast Turnaround: Decisions are made quickly, ensuring your clients get the capital they need without delays.
  •  
  • Dedicated Support: Our experienced team works closely with partners to ensure a seamless process.
  •  
  • Competitive Commissions: We offer attractive incentives for our ISOs.
  •  
  • Customized Solutions: We tailor funding options to meet your clients’ unique needs, helping you build stronger relationships.

At CFGMS, we believe in the power of human interaction. Each client is assigned a dedicated representative who will guide them through the entire funding process. While we use technology to streamline certain steps, you’ll always have a real person available to address your questions, provide support, and ensure a personalized experience.