[Hiring] Analyst I @Forward Financing

Role Description

As an Analyst I, Closing, you will make sure that all the submitted information from partners is valid and complies with the criteria defined by the company. You will report to the Closing Manager and will collaborate frequently with Sales, Underwriting, Legal, Quality & Continuous Improvement, and other positions across the organization.

• Ensure documentation is appropriate and complies with the company’s policies/procedures.
• Update and analyze transactional bank information from our clients in order to validate the veracity of the information received.
• Learn and follow Forward Financing’s process and guidelines to accurately verify the information on the MTDs (Month to Date Transactions).
• Work collaboratively with teammates to achieve and maintain established SLAs (Service Level Agreements) for the funding queue.
• Collaborate across departments. Leave notes, recommendations, and relevant information for the Underwriting, Sales, and Legal teams.
• Be the strongest brand ambassador of our Culture.

Qualifications

• Passionate: “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.
• Coachable: Open to feedback and continual professional improvement.
• Collaborative: Strong “people orientation.” Can disagree without being abrasive or intimidating.
• High Standards: Quality orientation. Follow through on commitments. A multitasker who gets things done.
• Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.
• Analytical skills: Able to process complicated data and draw insightful conclusions from it.
• Prioritization: Tackle several projects simultaneously, aligning the order in which you complete with the most pressing need.

Requirements

• Intermediate English fluency.
• Bachelor’s degree in Business, Accounting, or related fields.
• Strong attention to detail, and professionalism.
• Proficiency with calculation sheets and email software.
• Able to complete tasks in a fast and accurate manner.

Benefits

• 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.