Banking Analyst

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

The Banking 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 Prequalification 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 min required to consistently achieve SLAs.

• Curiously and accurately assess and review customer 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.

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.