Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.
The position of Back-office Specialist will ensure that all the financial information provided complies with the revenue assessment criteria defined by the company. You will report to the Processing Operations Manager and collaborate frequently with Sr. Operations Manager, People and Culture, Submission Onboarding, Prequalification, Quality Assurance and Operational Strategy positions across the organization.
In this role you will
Diligently review and analyze client information, including their personal and business details and bank statements, following all company policies and procedures.
Move data accurately and efficiently through our review process to help us meet our daily goals and deadlines.
Investigate and identify any unusual or potentially fraudulent patterns. We count on you to be a self-starter and proactively search for anything out of the ordinary.
Collaborate with other teams to share your findings and keep the process moving smoothly.
Contribute to our culture by being a great teammate, being open to feedback, and adapting to changes.
Requirements
We believe in finding the right person, not just the perfect resume. If you see yourself contributing to our team and culture, even if you don't check every box, we encourage you to apply
You are a recent college graduate, or about to graduate, with a degree in Business, Accounting, Marketing, or a related field.
Basic / Intermediate English communication skills, both written and verbal.
You are a detail-oriented individual who takes pride in accuracy.
You are a collaborative team player who enjoys working with others to achieve a shared goal.
Our schedule is: Monday - Friday, 10:00 AM - 7:00 PM and 11:00 PM - 8:00 PM with DLS (Daylight Savings).
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!
Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.
About Us:
Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.
Since 2012, Forward has expanded access to capital by providing over $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
US Equal Opportunity Employment Information
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.
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