Closing Analyst

Dominican Republic

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Small Business LendingIndustries

Requirements

Candidates should possess intermediate English fluency, a Bachelor's degree in Business, Accounting, or a related field, and strong attention to detail and professionalism. Proficiency with calculation sheets and email software is required, along with the ability to complete tasks quickly and accurately.

Responsibilities

The Closing Analyst will ensure submitted partner information is valid and complies with company criteria. This includes verifying documentation against company policies, analyzing and updating transactional bank information to validate its accuracy, and adhering to Forward Financing's processes and guidelines for verifying Month to Date transactions. The role involves collaborating with teammates to meet Service Level Agreements for the funding queue and working across departments to provide notes and recommendations to Sales, Underwriting, and Legal teams, while also acting as a brand ambassador for the company culture.

Skills

Documentation Review

Transactional Bank Information Analysis

Data Verification

Process Adherence

Service Level Agreements (SLAs)

Cross-functional Collaboration

Attention to Detail

Professionalism

Spreadsheet Software

Email Software

Fast and Accurate Task Completion

English Fluency

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