- 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
- Post secondary degree in any related field is a must;
- Experience in a similar role is an asset;
- Excellent verbal and written communication skills;
- Experience working in fast paced environments;
- Results oriented and hungry for success;
- Bilingual (spoken and written) in French and English;
- Looking for a challenge at rapidly growing company;
- Knowledge of Salesforce, MS Outlook, Excel (pivot tables/ v-lookup) is considered an asset.
- 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.
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Underwriter - Bilingual (12 Month Contract) - Montreal - Purpose LP
Description
Job Description
Montreal, QC, Canada
Posted Tuesday, February 3, 2026 at 5:00 AM
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.
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.
Vacancy Status: This is for a current opening.
Compensation: $60,000 – $70,000
Who you are
Reporting to the Manager of underwriting, the Underwriter is responsible for ensuring the smooth processing of financing applications received by Driven. You will be conducting thorough analysis to help evaluate all credit risks associated with an application and make approval/decline decisions within your authority limit to protect the company and capitalize on opportunities to grow the loan portfolio. Responsibilities include data entry, evaluation bank statements and in-depth investigation of credit risks associated with the business, owner(s) and cosigner(s). If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you
What you will do
What you will bring
Additional Information
DRIVEN
Driven by Purpose is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at - We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.
We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.
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