Application Specialist I (Fintech)

TL;DR

Application Specialist I (Fintech): Facilitating the customer onboarding process for hirify.global Spend & Expense with an accent on compliance and risk management. Focus on optimizing application pipelines and bridging the gap between sales and underwriting teams to ensure efficient customer experience.

Location: Must be based in the US (San Jose, CA, Draper, UT, or remote-eligible)

Salary: $46,900 – $65,500

Company

hirify.global is a fintech company that empowers businesses by replacing outdated financial processes with innovative automation tools.

What you will do

• Own the day-to-day support of Spend & Expense applications to power customer onboarding and usage.
• Collaborate with prospects and sales teams to ensure applications are completed and comply with risk protocols.
• Resolve client concerns and de-escalate frustrations related to the application process.
• Gather and compile prospect information to effectively represent them to risk and underwriting teams.
• Manage application pipelines and service level agreements (SLAs) to progress deals through sign-up.
• Direct sales representatives on credit policies and the optimal application process.

Requirements

• Experience in banking or loan processing.
• Background in credit underwriting, KYC/KYB, payments, or risk in a regulated environment.
• Proven experience using creative problem-solving to minimize risk and maximize revenue.
• Ability to handle sensitive information, process applications, or conduct audits.
• Strong communication and client relationship management skills, including de-escalation techniques.
• High attention to detail and comfort working in high-volume, time-sensitive environments.

Culture & Benefits

• 100% paid employee health, dental, and vision plans (HMO, PPO, or HDHP).
• 401(k) retirement plan, HSA, and FSA accounts.
• Flexible time off, 11+ observed holidays, and wellness days.
• Employee Stock Purchase Program with employee discounts.
• Life insurance and long/short-term disability coverage.
• Employee recognition and referral programs.