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.
Skills Required
- College graduate or about to graduate in Business, Accounting, Marketing or related fields
- Good English communication skills
- Detail oriented
- Team player
What the Team is Saying
Forward Financing Compensation & Benefits Highlights
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is offered alongside mental-health support and an Employee Assistance Program. These core plans are consistently presented as part of a broad, modern package.
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Leave & Time Off Breadth — Open or generous PTO, paid holidays, birthdays off, paid volunteer time, and paid parental leave are provided within a stated “family comes first” culture. This breadth of options supports varied time-off needs.
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Wellbeing & Lifestyle Benefits — A monthly stipend can be used for wellness, commuting, or home‑office expenses, with additional fitness and wellness supports noted. Commuter benefits and flexible, remote‑friendly arrangements further enhance everyday wellbeing.
Forward Financing Insights
What We Do
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. Forward has been recognized as a Best Place to Work by Built In and is certified as a Great Place To Work.® We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way. Want to learn more? Visit: forwardfinancing.com/careers
Why Work With Us
We’re building a place where our people want to run to work every day. Here, you’ll be with colleagues who work together towards shared goals and challenge you to bring your best; you’ll work with leaders who support your professional growth and want to see you succeed.
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Forward Financing Offices
Remote Workspace
Employees work remotely.
Our Employee Choice policy allows most team members to choose if they’d like to be fully remote, work in our Boston headquarters, the office in the DR, or a hybrid combination.
