Job Specifications
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Purpose Unlimited est une entreprise indépendante de services financiers qui met l'accent sur l'innovation centrée sur le client, grâce à des solutions basées sur la technologie. Dirigée par l'entrepreneur Som Seif, la entreprise développe une plateforme de produits diversifiés visant à répondre aux besoins des segments du marché historiquement mal desservis. Les divisions de Purpose Unlimited comprennent Purpose Investments, Advisor Solutions by Purpose et Driven par Purpose !
Who is DRIVEN?
At DRIVEN, we are changing the landscape of financial technology! Simply put, our mission is to empower Canadian small businesses through innovative financial services. At the heart of our offering is our digital experience, which is powered by our proprietary software platform, our real-time connections to a multitude of data sources, and our advanced data science models. We are squarely in the corner of owners and entrepreneurs, providing for them, and at the right moment, the financial support they need to grow and thrive.
Qui est Driven?
Chez Driven, nous changeons le cadre de la technologie financière ! En termes simples, notre mission est de donner aux petites entreprises canadiennes les moyens d'agir grâce à des services financiers innovants. Au cœur de notre offre se trouve notre expérience numérique, qui est propulsée par notre plateforme logicielle exclusive, nos connexions en temps réel à une multitude de sources de données et nos modèles avancés de science des données. Nous sommes aux côtés des propriétaires et des entrepreneurs et nous leur apportons, au bon moment, le soutien financier dont ils ont besoin pour se développer et prospérer.
Is this you? We would like to speak with you!
Responsibilities: What you will do / Responsabilités : Ce que vous ferez
Process financing applications by performing due diligence;
Verify and analyze credit data and bank statements to determine the degree of risk involved;
Analyze other reports and documents (including tax forms, site visit reports, ownership registry confirmations, property ownership confirmations, and business lien records) to ensure the application packages are completed for each client;
Collaborate with the customer success and the sales teams to address missing documentation or information;
Conduct deep investigation online and using third-party tools available validate background checks;
Communicate with Treasury department for guidance when necessary
Traiter les demandes de financement en effectuant une diligence raisonnable ;
Vérifier et analyser les données de crédit et les relevés bancaires afin de déterminer le niveau de risque encouru ;
Analyser d'autres rapports et documents (y compris les formulaires fiscaux, les rapports de visites sur site, les confirmations d'enregistrement de propriété, les confirmations de propriété immobilière et les registres de privilèges commerciaux) pour s'assurer que les dossiers de demande sont complets pour chaque client ;
Collaborer avec les équipes Customer Succes et Sales pour résoudre les problèmes de documentation ou d'information manquante ;
Mener des enquêtes approfondies en ligne et à l'aide d'outils tiers disponibles pour valider les vérifications d'antécédents ;
Communiquer avec le département Treasury pour obtenir des conseils si nécessaire.
Additional Information / Informations supplémentaires
Why should you join us?
We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
We care about your rewards - Competitive compensation including equity program.
We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
We care about your family - Paid parental leave for eligible employees with a top-up.
We care about your future – Generous Group RRSP matching and an optional TFSA program.
We care about your development – We offer training opportunities and tuition support year-round.
Pourquoi devriez-vous nous rejoindre ?
Nous sommes l'un des meilleurs employeurs au Canada pour les petites et moyennes entreprises (2023 et
About the Company
Driven is Canada's leading fintech dedicated to small businesses. It provides flexible capital, personalized support, and next-generation data science and technology to Canadian small business owners. Since 2006, Driven has empowered more than 17,000 Canadian businesses to survive, thrive, and grow to their full potential. Visit us at: www.driven.ca As an employer, Driven is a place where you can develop your potential and grow professionally while working alongside of talented colleagues and high performance teams. If you a...
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