Analyst I, Closing

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.

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.

In this role, you will:

- 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.

About You:

- 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 minima...