[Remote] Account Specialist, Collections at Forward Financing

Ontario, Canada

Forward Financing Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Small Business LendingIndustries

Requirements

Candidates should have a Bachelor's Degree or equivalent work experience, along with 5+ years of professional Customer Service, Sales, or Collections experience. Strong analytical and written communication skills, high attention to detail, and the ability to navigate multiple computer programs simultaneously are required. A competitive nature and the ability to maintain focus and complete tasks independently are also essential.

Responsibilities

The Account Specialist will service a portfolio of small and medium-sized business customer accounts using various contact methods, including calling, text messages, and emails. They will negotiate with customers to establish sustainable payment plans that meet business objectives and professionally leverage legal collections processes to drive customer engagement. The role involves achieving monthly goals for recovered payments and regularly documenting account status and next steps in Salesforce CRM.

Skills

Collections
Negotiation
Payment Plans
Customer Service
Salesforce CRM
Communication
Problem-Solving

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters
2012Year Founded
$365MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Parental Leave
Wellness Program
Professional Development Budget
Flexible Work Hours
Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.
CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.
Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.
The company has provided over $1.9 billion to 45,000 small businesses since 2012.
Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.
AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.
Digital-first financial services trend aligns with Forward Financing's online application model.

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