Neo Financial

www.neofinancial.com

2 Jobs

780 Employees

About the Company

Neo is a leading financial technology company that's building a more rewarding financial experience -- empowering more Canadians to take control of their future. We're reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada's #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.

Listed Jobs

Company Name: Neo Financial
Job Title: Mortgage Underwriter
Job Description: **Job Title**: Mortgage Underwriter **Role Summary**: Review and approve complex, high‑value mortgage loan applications across Canada, ensuring compliance with regulatory standards and company policies. Collaborate with mortgage sales teams, brokers, and internal stakeholders to deliver fully funded mortgages while maintaining a superior customer experience. **Expectations**: - Minimum 2 years of Canadian mortgage underwriting experience. - Passion for continuous improvement and high‑quality results. - Exceptional written and verbal communication skills. - Strong organization and time‑management capabilities. **Key Responsibilities**: - Underwrite complex mortgage deals, including unique borrower profiles and property types. - Coordinate end‑to‑end mortgage processing from application to funding with Mortgage Funding Offices (MFOs). - Communicate clearly with sales, brokers, MFOs, coordinators, and external partners regarding file status, documentation, and expectations. - Review mortgage documentation as needed and make prudent underwriting decisions. - Develop expertise in mortgage products, services, tools, and Salesforce CRM functionalities. - Stay current on industry trends and regulatory changes to maintain a competitive edge. **Required Skills**: - Canadian mortgage underwriting and risk assessment. - Strong analytical and problem‑solving abilities. - Effective communication and stakeholder management. - Advanced organization and prioritization skills. - Proficiency in Salesforce CRM and related mortgage technology. - Knowledge of Canadian mortgage regulations and compliance requirements. **Required Education & Certifications**: - Bachelor’s degree in Finance, Business, Economics, or related field (preferred). - Valid Canadian mortgage underwriting license or equivalent certification (e.g., CMG, mortgage broker license) is a plus.

Company Name: Neo Financial
Job Title: Sales Representative - Mic Mac Mall
Job Description: **Job Title** Sales Representative – Mic Mac Mall **Role Summary** Drive customer acquisition at onsite activation events (malls, campuses, local businesses, and retail partners) by promoting Neo credit card, Neo Money account, and related financial products. Act as a frontline brand ambassador, closing sales in person and ensuring a seamless onboarding experience for new customers. **Expectations** - Meet or exceed monthly sales targets to unlock uncapped commissions and performance bonuses. - Field multiple event locations city‑wide, maintaining a flexible full‑time or part‑time schedule. - Track sales in real‑time using provided links and report progress to the team. **Key Responsibilities** - Represent Neo at scheduled activation events, delivering compelling product demonstrations. - Acquire new customers by signing them up for Neo Credit Card, Neo Money account, and other eligible products. - Close sales and process transactions on the spot, ensuring compliance with company policies. - Maintain up‑to‑date knowledge of product features, pricing, and promotional offers. - Monitor performance dashboards, enter data accurately, and communicate results to management. - Provide customer support, answer product queries, and facilitate smooth onboarding. **Required Skills** - 1+ year of direct sales experience (door‑to‑door, retail, telemarketing, or marketing). - Strong interpersonal and communication skills; ability to persuade and influence. - Proactive, money‑motivated mindset with a track record of meeting sales goals. - Comfortable traveling across the city to various event sites. - Interest or basic understanding of technology and financial products. **Required Education & Certifications** - High school diploma or equivalent. - Successful completion of a background security screening, including criminal records and credit checks.

Dartmouth, Canada

On site

07-02-2026