Originations Associate, Merchant Growth

• The position requires a highly organized and self-motivated professional who thrives in a fast-paced, collaborative environment
• 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
• 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

Desirable

• 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
• This individual will play a critical role in reviewing applications, verifying business and financial information, and ensuring smooth processing of funding requests
• As part of this role, occasional weekend coverage will be required, which will be compensated through paid overtime
• 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