Detail-oriented Originations Associate supporting underwriting and sales teams at leading Canadian fintech company. Reviewing applications, verifying business information, and processing funding requests in a collaborative environment.
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
Requirements
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
French language skills (potential asset)
Experience with Salesforce or similar CRM platforms (potential asset)
Benefits
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
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