Forward Financing Offices

Prospect previously approved and partially completed financing customers through phone, SMS, and email outreach. Assess business goals, present funding options, overcome objections, create urgency, and convert leads into completed applications. Maintain high-volume outbound activity, track pipeline and outcomes in Salesforce, meet revenue and KPI targets, and collaborate with sales, marketing, and product teams to improve funnel performance.

Re-engage previously paid-in-full small-business clients and convert them into new funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel records, meet activity and revenue quotas, analyze conversion performance, and collaborate with sales, processing, underwriting, collections, and accounting teams. The role also mentors junior representatives and pilots new dialer and AI documentation technologies.

Sets the technical vision for data science, leads complex credit risk, pricing, and loss forecasting models from conception through production, and architects scalable machine learning pipelines. Partners with senior stakeholders to shape strategy, establishes modeling and validation standards, mentors technical staff, and communicates recommendations to executives. The role requires deep fintech lending experience, advanced statistical and machine learning expertise, and hands-on production model deployment.