Inside Sales Specialist

  • Financeit
  • Toronto, ON, Canada
  • Feb 13, 2018
Full time Marketing

Job Description


The Inside Sales Specialist (Merchant Approval Specialist) is responsible for ensuring that all merchants are reviewed, meet the underwriting guidelines, and are communicated with regularly throughout the approval process. The Inside Sales Specialist has a mission to maximize the merchant approval rate and the quality of merchants Financeit partners with.

To be successful in this role, you will need to be motivated, organized, detail-oriented and focused on customer service above all else. You are an enthusiastic, team player with a positive attitude, and are regarded as a strong and personable communicator. You are comfortable multi-tasking in a fast-paced and high pressure environment, while holding yourself accountable for results.


  • Ensure all appropriate documentation and information have been obtained from merchants
  • Respond to incoming merchant inquiries as required
  • Ensure merchant accounts are properly notated
  • Review and determine when policy exceptions are reasonable and communicate effectively to management
  • Manage communication effectively when communicating underwriting decisions back to merchants
  • Communicate escalations and suspicious merchant applications to management immediately for resolution
  • Maximize merchant approval rate and the quality of merchants Financeit partners with
  • Communicate process and system gaps when discovered to appropriate levels of management
  • Strive to meet individual and team targets on a monthly basis


  • College diploma or a BA degree or equivalent practical experience
  • Experience in customer service financial services industry is preferred
  • Experience with sales and relationship management is an asset
  • Strong interpersonal and organizational skills
  • Commercial Underwriting experience is a valuable asset
  • Effective communication skills in English
  • Ability to multi-task and meet deadlines under pressure
  • Strong customer service and retail background are pluses
  • Bilingualism would be an asset

Compensation and Benefits:

  • Base salary plus variable pay
  • Sales incentives
  • Group Benefits Plan
  • Fitness reimbursement program

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