Underwriting Analyst
About Us:
Forward Financing has been recognized as one of the fastest-growing FinTech companies in Boston for the past five years, as recognized by Boston Business Journal, Inc. Magazine, and Deloitte Fast 500. We help small businesses spend less time finding capital and more time helping their customers and managing their businesses. Our mission is to create a world-class FinTech company so that our customers and our people can reach their full potential. We accomplish this by investing in our people, technology, and customer experience – with long-term success in mind.
The Underwriting Analyst will play a role in reviewing business data to determine eligibility for financing and approval amounts.
In this role you will:
- Learn and follow Forward Financing’s processes 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.
Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.)
- Bachelor's degree.
- Minimum of a year of professional experience (financial or analytical in nature preferred).
- 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.
Forward Financing Core Values:
- People First – We build relationships and support each other.
- We Before Me – We prioritize team success over individual success.
- Be Candid – We are authentic, honest, and direct.
- Do the Right Thing – We act with integrity, and we don’t cut corners.
- Continuous Improvement – We push ourselves, never settling for the best we did yesterday.
- Be Positive – We are optimistic and assume positive intent.
Forward Financing actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.
We are a diverse and driven group of over 100 people, located in the heart of Boston’s Financial District. Our employees come to work knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.
Perks & Benefits:
At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a comprehensive benefits package including but not limited to; medical, dental, vision and commuter benefits along with a flexible time off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.
When we aren’t on a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, a virtual trivia game, or celebrating team wins together!
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