Prequalification Analyst

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward has been recognized as a Best Place to Work by Built In Boston and is certified as a Great Place To Work.® We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

The Prequalification Analyst position will ensure that all customers applying comply with the required credit and legal profile standards defined by Forward Financing. 

You will report to the Prequal Operations Manager and collaborate frequently with Sr. Operations Manager, People and Culture, Submission Onboarding, Prequalification, Quality Assurance, and Operational Strategy positions across the organization.

In this role, you will:

• Comply with output and quality standards.

• Keep departmental backlog at the minimum required to consistently achieve SLAs.

• Curiously and accurately assess and review customer’s information. Promptly document and escalate out-of-pattern findings. 

• Keep an active collaboration between pre-decision departments.

• Follow the company's policies. 

• Keep an active participation on Lattice by filling out the weekly survey.

• Be the strongest brand ambassador of our culture and consistently maintain the following core values.

Job Details:

• Schedule: Monday to Friday, 10:00 AM - 7:00 PM, and from 11:00 AM - 8:00 PM due to changes with Daylight Savings Time.

Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.)

• College graduate or about to graduate in Business, Accounting, Marketing, or related fields.

• Good English communication skills. 

• Detail oriented and team player.

Forward Financing Core Values:

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward is a fintech company headquartered in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day — giving more businesses the financial opportunity they need to thrive. Plus, with dedicated teams and award-winning service, customers get personalized support when they need it most. 

Since 2012, Forward has expanded access to capital by providing over $3.2 billion in funding to more than 67,000 small businesses. The company holds an A+ rating from the Better Business Bureau, an Excellent / 4.7 stars rating on Trustpilot.com, and has been recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®. Forward actively fosters a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. The varied backgrounds of our people fuel innovation and strengthen our team. By embracing what makes each of us unique, we create a supportive environment rooted in respect where people feel valued and empowered to thrive. Our driven group of over 460 people, with about 200 based in the US, and 260 in the DR, are excited about their work, knowing they’re helping thousands of small businesses while advancing their own careers.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! 

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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