[Remote] Funding Specialist at Forward Financing

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Bachelor’s degree preferred
2+ years of experience in a sales, deal desk, or related role
Experience handling a high volume of inbound and outbound calls, emails, texts, and chats
Experience with a high volume of short sales cycle deal management
Experience being held to task volume and response time metrics
Excellent verbal and written communication skills
Proactive, with excellent time management, organizational, and prioritization skills
Top-notch phone etiquette - working with internal and external partners
Strong customer service skills and ability to successfully manage difficult conversations and objections

Responsibilities

Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed
Work and communicate with ISO sales reps and decision makers to fund opportunities
Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms
Provide excellent customer service to our ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment
Effectively collaborate with the underwriting team to drive profitable volume
Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner
Problem-solve with internal teams to figure out opportunities for process improvement
Act with urgency to ensure timely responses to requests both internally and externally

Skills

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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