Forward Financing · 1 month ago
Collections Specialist
United States
Full-time
Remote
Entry, Mid Level
$28.84/hr - $31.25/hr
2+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As a Collections Specialist, you will provide relationship-driven customer service to small and medium-sized business customers, helping them establish payment plans when their revenues fluctuate.
FinanceFinancial ServicesFinTech
Responsibilities
Service a portfolio of small and medium sized business (SMB) customer accounts, working with them effectively to establish payment plans when their business revenues fluctuate. This is a phone based role
Use negotiation skills to establish a plan with our customers in default to bring them back into good standing
Demonstrate ability to have challenging conversations professionally
Use empathy and judgment to understand what the customer’s business is going through, how it has affected their revenues, and develop a payment plan to work through it
Maintain continuous follow through using a variety of outbound outreach methods (calling, texting, emailing) to reach out to customers who may not be responsive
Regularly document the status of account(s) and next steps in Salesforce CRM
Achieve monthly goals of recovered payments from customers, meeting or exceeding incentive compensation targets
Wow the customer with timely, helpful and accurate customer service that reflects Forward Financing’s core values
Qualification
Required
Bachelor's Degree preferred or equivalent work experience
2+ years of professional customer service experience
1+ years of Collections experience
Ability to listen to customer needs, communicate effectively, respond empathetically and recover monthly targets of past due customer balances
Team player who asks questions and takes the initiative to suggest improvements on current processes and systems
Preferred
Bilingual in Spanish is preferred (verbal and written)
Benefits
Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase