Originations Associate – Remote Fintech Role
merchantgrowth · Gastown
Job description
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.
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Published 6 days ago
Expires 1 month from now
6 views · 0 interested
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merchantgrowth
Gastown