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Originations Associate – Remote Fintech Role

merchantgrowth · Gastown

Nouveau Remote
Remote 🇬🇧 English
Salesforce

Description du poste

About the role

We are seeking a detail‑oriented and proactive Originations Associate to support our underwriting and sales teams. This individual will play a critical role in reviewing applications, verifying business and financial information, and ensuring smooth processing of funding requests.

Key responsibilities

  • Review applications from prospective clients, performing checks and following up on opportunities needing attention.
  • Organize, enter details, and save documents into Salesforce to assess a company's financial situation.
  • Prioritize incoming requests from partners based on pre‑determined criteria, including email correspondence and eligibility confirmation.
  • Analyze submissions to determine if they can be declined at an early stage.
  • Track the lifecycle of deals by proactively completing due diligence tasks.
  • Work with proprietary data scoring models by verifying sales and performing credit checks on related business owners.
  • Create agreements and verify customer details.
  • Gather and synthesize business information by reviewing various sources, including internet searches, credit and bankruptcy reports, and industry information.

Required profile

  • High school diploma or equivalent (University/college degree is an asset).
  • Minimum typing speed of 50 WPM.
  • Experience in administrative or financial roles preferred.
  • High level of computer literacy.
  • Comfortable in a busy operation and able to remain calm under pressure.
  • Strong attention to detail and accuracy.
  • Ability to work independently and collaboratively in a team environment.
  • Excellent organizational and prioritization skills.

What we offer

  • An exciting position with a leading Canadian fintech company.
  • A remote workplace with an option to work in office (we are in Gastown).
  • Competitive salary with paid overtime for weekend coverage.
  • Comprehensive group health benefits (Life, AD&D, Extended Health & Dental and Travel Insurance).
  • Company‑wide monthly Lunch and Learns and team events.
  • A collaborative team environment.
  • Education and learning benefits.

Questions fréquentes

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Source : ats:bamboohr

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merchantgrowth

Gastown