Originations Associate

2 hours ago

Toronto, Ontario, Canada Merchant Growth Full time

The Company

The company is seeking a high-performing and motivated full-time Originations Associate. If you are looking to join a company poised for continued significant growth over the next few years, where you'll have an immediate impact on the business and team, this may be the perfect role for you. You will also have the opportunity to work with and learn from one of the strongest leadership teams in the industry, with a track record of successfully scaling teams and impacting rapid organizational growth.

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. The position requires a highly organized and self-motivated professional who thrives in a fast-paced, collaborative environment. As part of this role, occasional weekend coverage will be required, which will be compensated through paid overtime.

Main Functions

  • 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 Experience, Knowledge, and Skills:

  • 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.

Other Potential Assets

  • French language skills.
  • Experience with Salesforce or similar CRM platforms.

Success Factors

  • Ability to thrive in an agile and fast-paced environment.
  • Professionalism, integrity, and strong business acumen.
  • Self-motivation and proactive problem-solving skills.
  • Excellent communication and interpersonal 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.

We thank all applicants for their interest; however, only selected candidates for further consideration will be contacted.

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