[Remote] Account Specialist, Collections at Forward Financing

United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Small Business LendingIndustries

Skills

Key technologies and capabilities for this role

CollectionsNegotiationPayment PlansCustomer ServiceSalesforce CRMCommunicationProblem-Solving

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position with flexibility for employees to choose where they want to work, whether from home, in the office, or a combination.

What experience is required for the Account Specialist role?

The role requires 5+ years of professional Customer Service/Sales/Collections experience, a Bachelor’s Degree preferred or equivalent work experience, strong analytical and written communication skills, and the ability to navigate multiple computer programs.

What is the company culture like at Forward Financing?

Forward Financing has a mission-driven culture focused on financial opportunity for underserved small businesses, with core values including Drive the Mission, Keep It Real through direct communication and authenticity, and Act with Kindness to create a caring environment.

What makes a strong candidate for this position?

Strong candidates have 5+ years in Customer Service/Sales/Collections, the ability to listen empathetically, negotiate effectively, achieve targets independently, and act as a team player who suggests process improvements.

What is the salary or compensation for this role?

This information is not specified in the job description.

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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