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 fu…
Skills: Underwriting, Data analysis, Risk assessment, Financial analysis, Decision making
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 fu…
Skills: Sales analysis, Sales operations, Tableau, Salesforce, Microsoft Excel
Santiago de los Caballeros, Santiago, Dominican Republic · Remote Solely
Entry level$1.1B raised
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 fu…
Skills: Sales Support, Communication, Customer Service, Microsoft Office, Microsoft Word
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 fu…
Santiago de los Caballeros, Santiago, Dominican Republic · Hybrid
Mid level$1.1B raised
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 fu…
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 fu…
Skills: Decision engine optimization, SQL, Excel, Python, Data analysis
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 fu…
Skills: SQL, Python, Excel, Decision engine optimization, Data analysis
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 fu…
Skills: SQL, Python, Excel, Decision engine optimization, Data analysis
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 fu…
Skills: Security Architecture, AWS, Infrastructure as Code, Detection as Code, Application Security
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 fu…
Skills: Security Architecture, AWS, Infrastructure As Code, Detection As Code, Application Security
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 fu…
Skills: Security Architecture, AWS, Infrastructure as Code, Detection as Code, AppSec
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 fu…
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 fu…
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 fu…
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 fu…
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 fu…
Skills: Brand Marketing, Content Strategy, Social Media Management, Public Relations, Generative AI Prompting
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 fu…
Skills: SQL, Dbt, Snowflake, Data Modeling, People Management
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 fu…
Skills: SQL, Dbt, Snowflake, Data Modeling, People Management
Senior Customer Engagement Representative (Senior Business Development Representative)
Boston, Massachusetts, United States · Remote OK
$50k–$60k/yr
Mid level$1.1B raised
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 fu…
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 fu…
The Underwriting Analyst will evaluate business data to assess financing eligibility and determine risk-adjusted pricing decisions. They will also advise internal sales representatives on financing options and collaborate with the department to improve underwriting processes.
Requirements
Candidates must hold a bachelor's degree and possess the ability to identify patterns in data to make sound business decisions. The role requires an analytical, self-motivated professional capable of working effectively in situations involving ambiguity.
Full job description
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 Underwriting Analyst, you will evaluate business data to assess financing eligibility and determine risk-adjusted pricing decisions.
In this role you will:
Learn and follow Forward Financing’s process and guidelines to confidently issue profitable underwriting decisions.
Analyze and interpret small business data related to financing applications to determine the appropriate amount of capital that the business can afford.
Gauge risk profile while understanding customers’ business needs, opportunities and challenges.
Advise internal sales reps to offer appealing small business financing options.
Work with other members of the Underwriting department on initiatives to improve processes.
Why you should apply:
Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
Role Requirements:
(Even if you don’t check every box, but see yourself contributing, please apply.)
Bachelor's degree.
Ability to pick up on patterns in data and make good decisions based on these patterns.
Analytical and self-motivated professional with a track record of exercising good judgment when making business decisions.
Proficient in reviewing data and making decisions in situations that contain some level of ambiguity.
Compensation:
Annual Targeted Salary: $60,000-$65,000 USD
Monthly Variable: You have the potential to earn an additional $2,000 USD per month in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.
At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-basedapproach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, 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.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. 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. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
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!
Our Culture: The Forward Compass
The Forward Compass is the standard we hold for ourselves and one another—guiding how we lead, collaborate, and show up every day to move in the same direction.
Back the Builders: We are wired to fuel customer progress, not just provide support.
Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.
Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.
Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.
About Us:
Forward Financing is a fintech 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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. 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 their 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 $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.
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.
Unlocking the capital that fuels small businesses across America.
Industry
Financial Services
Company size
501-1,000 employees
Founded
2012
Headquarters
Boston, Massachusetts
LinkedIn followers
24,345
Total funding
$1.1B
Forward Financing unlocks the capital that fuels small businesses.
Since 2012, we've replaced the rigid red tape of traditional lending with proprietary technology and a streamlined application process—often delivering working capital as quickly as same day to small business owners.
We measure success by the ripple effect:
→ $5 billion+ in lifetime funding
→ 95,000+ small businesses funded
→ Capital provided to businesses in all 50 states
Our technology is advanced. Our approach is human. Headquartered in Boston with a world-class team across the U.S., Canada, and the Dominican Republic, we're proud to be recognized as a Great Place to Work and a Built In Boston Best Place to Work—and to hold an A+ BBB rating and thousands of 5-star Trustpilot reviews.
Capital for every moment that moves a business forward.
Offices: 53 State St, 20th Floor, Boston, Massachusetts 02109, US
Working CapitalBusiness FundingfintechSMBSmall BusinessEntreprenuersFinancial ServicesCapitaland FundingFinance
Unlocking the capital that fuels small businesses across America.
Industry
Financial Services
Company size
501-1,000 employees
Founded
2012
Headquarters
Boston, Massachusetts
LinkedIn followers
24,345
Total funding
$1.1B
Forward Financing unlocks the capital that fuels small businesses.
Since 2012, we've replaced the rigid red tape of traditional lending with proprietary technology and a streamlined application process—often delivering working capital as quickly as same day to small business owners.
We measure success by the ripple effect:
→ $5 billion+ in lifetime funding
→ 95,000+ small businesses funded
→ Capital provided to businesses in all 50 states
Our technology is advanced. Our approach is human. Headquartered in Boston with a world-class team across the U.S., Canada, and the Dominican Republic, we're proud to be recognized as a Great Place to Work and a Built In Boston Best Place to Work—and to hold an A+ BBB rating and thousands of 5-star Trustpilot reviews.
Capital for every moment that moves a business forward.
Offices: 53 State St, 20th Floor, Boston, Massachusetts 02109, US
Working CapitalBusiness FundingfintechSMBSmall BusinessEntreprenuersFinancial ServicesCapitaland FundingFinance