Collections Specialist
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 a Collections Specialist, you will play a critical role in helping small business owners navigate their outstanding balance on their revenue-based financing by directly negotiating with them. You will work directly with customers undergoing financial hardship, leveraging legal processes to create payment plans that benefit the customer and Forward Financing.
IN THIS ROLE YOU WILL:
- Service a portfolio of small and medium sized business (SMB) customer accounts using a variety of contact methods to collect include calling, text messages, and emails.
- Negotiate with customers to establish payment plans that are sustainable and meet Forward business objectives.
- Achieve monthly goals of recovered payments from customers, meeting or exceeding incentive compensation targets.
- Professionally leverage and speak to legal collections processes to drive customer engagement and resolution.
- Regularly document the status of account(s) and next steps in Salesforce CRM.
WHY YOU SHOULD APPLY:
- Meaningful work. Each day, you will directly support small business owners in need of payment relief - offering the flexibility our financing is designed to provide.
- 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.
- Flexibility is a top priority....