Bilingual Underwriter, Concierge Support

Summary

Join Financeit as a Bilingual Underwriter, Concierge Support, and be the first point of contact for our Concierge merchants, guiding them through the loan application process. You will resolve application-related questions, deliver personalized support, and build strong relationships. Working in our Concierge Support team, you will focus on the pre-funding stage, ensuring a smooth experience for merchants and contributing to customer satisfaction. This is a 6-month contract position with hours from 1:00 PM - 9:00 PM (PT), Monday to Friday, and 1-2 weekend shifts per month. You will underwrite and adjudicate loans, communicate decisions, identify exceptions, maintain accurate records, and stay current on lending policies. Building strong merchant relationships through high-quality support is key.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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