Forward Financing

Customer Engagement Representative - PIF

Dominican Republic

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial TechnologyIndustries

Requirements

Candidates should possess a passion for customer engagement, demonstrating a “can-do-attitude,” enthusiasm, and an optimistic outlook. They should be proactive self-starters, willing to go the distance to achieve goals, and exhibit high emotional intelligence, including self-awareness and empathetic interpersonal skills. Strong problem-solving abilities, aggressiveness, and negotiation skills are also required, along with adaptability to changing market conditions.

Responsibilities

As a Customer Engagement Representative - PIF, the individual will engage with prospective clients within the paid-in-full portfolio to generate new business through outbound calls, emails, and other resources, maintaining and cultivating relationships to drive submissions. They will be responsible for exceeding weekly targets, providing prompt responses to clients, deploying strategies for world-class service, monitoring engagement metrics, and providing actionable insights to management. Furthermore, they will partner with organizational leaders to identify issues and creative solutions, acting as a strong brand ambassador for the company’s culture.

Skills

Customer Engagement
Outbound Communication
Relationship Building
Target Achievement
Organization
Client Service
Insight Analysis
Survey Conducting
Trend Analysis
Emotional Intelligence
Proactivity

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.

Key Metrics

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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