Bilingual Underwriter, Concierge Support, Remote (6m Contract)

Financeit; Ontario; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A leading point-of-sale financing provider in Canada is looking for a Bilingual Underwriter, Concierge Support. The role entails offering exceptional service during the loan application process, ensuring a high level of support for merchant partners. Ideal candidates have a strong customer service background in financial services and are adept at managing multiple tasks with attention to detail.

Benefits

Award-winning culture

Competitive pay

Flexible work arrangements

Virtual events

Career learning and development programs

Qualifications

• Bilingual in French and English (required).
• 2+ years in personal credit lending or 3+ years in sales related to financial services.
• Strong relationship management skills.

Responsibilities

• Guide merchants through the loan application process and resolve related questions.
• Underwrite and adjudicate loans according to company policies.
• Build and maintain strong relationships with merchant partners.

Skills

Customer service

Technical skills

Attention to detail

Communication

Job description

Who we are:

Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada.

Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase.

We are small enough that you can make an impact within the company and large enough to make an impact in the market.

Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

As a Bilingual Underwriter, Concierge Support, you’ll be the first point of contact for our Concierge merchants, helping guide them through the loan application process. You’ll play a key role in resolving application-related questions and challenges, delivering a high level of personalized support and building strong relationships along the way.

Working as part of our Concierge Support team, you’ll focus on the pre-funding stage, ensuring a smooth experience for merchants and contributing to overall customer satisfaction through timely, high-quality service. Every interaction matters, and your support will help drive the success of the program.

Duration: 6 month contract.

Working hours: Monday to Friday from 4:00 PM - 12:00 AM (ET) and 1-2 weekend shifts per month on average.

What you'll do:

• Deliver exceptional service as a brand ambassador for Financeit.
• Respond to merchant inquiries and escalations in a timely and professional manner.
• Demonstrate a genuine curiosity about our Concierge merchants to support inquiries and guide them through the loan application process.
• Underwrite and adjudicate loans in accordance with Financeit’s policies, evaluating risk and ensuring loan quality.
• Help maintain industry-leading service levels, including decisioning exceptions where appropriate.
• Communicate underwriting decisions clearly to merchants and sales associates.
• Identify and process exceptions with proper documentation and approvals.
• Maintain accurate records and merchant information using internal systems.
• Stay current on lending policies, compliance requirements, and underwriting procedures.
• Help prevent fraud and financial loss by following proper security protocols.
• Build strong relationships with merchant partners through consistent, high-quality support.
• Manage all communications (phone, email, etc.) and ensure timely follow-up with detailed documentation.

• Bilingual in French and English (required).
• 2+ years of hands-on experience in personal credit lending, or 3+ years of sales experience with a foundational understanding of personal credit lending within the financial services industry.
• Strong customer service background, ideally within financial services; experience in sales or relationship management is a strong asset.
• Excellent technical and organizational skills, with the ability to manage multiple priorities.
• Experience working in cross-functional or team-based environments.
• High attention to detail with a commitment to maintaining quality standards.
• Sound judgment and discretion when handling sensitive information and documentation.
• Clear, professional communication skills and the ability to influence effectively.

Winner of Canada’s Most Admired Corporate Cultures twice. We offer more than just the basics, take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay.
• Committed to flexible work arrangements, offering hybrid and remote workplace options.
• Virtual events.
• Career learning and development programs.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.