Originations Associate jobs in United States
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Merchant Growth · 2 months ago

Originations Associate

Merchant Growth is Canada’s leading fintech provider of credit to small businesses, seeking a motivated full-time Originations Associate. The role involves supporting underwriting and sales teams by reviewing applications, verifying business information, and ensuring smooth processing of funding requests.

FinanceFinancial ServicesLending
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Growth Opportunities

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

Qualification

SalesforceFinancial analysisTyping speed 50 WPMComputer literacyFrench language skillsAttention to detailOrganizational skillsProblem-solving skillsCommunication skills

Required

High school diploma or equivalent (University/college degree is an asset)
Minimum typing speed of 50 WPM
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

Preferred

Experience in administrative or financial roles preferred
French language skills
Experience with Salesforce or similar CRM platforms

Benefits

Comprehensive group health benefits (Life, AD&D, Extended Health & Dental and Travel Insurance)
Company-wide monthly Lunch and Learns and team events
Education and learning benefits

Company

Merchant Growth

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Merchant Growth is a financial technology company that offers quick and convenient financing solutions for small businesses.

Funding

Current Stage
Growth Stage
Total Funding
$3.31M
2021-10-18Series A· $3.31M
Company data provided by crunchbase