Analyst I, Closing

Forward Financing
Dominican Republic
Workplace: RemoteFull timeFunction: Revenue Operations (RevOps)Education: bachelorsSkills: ["Can-do attitude","Collaborative","High standards","Analytical skills","Prioritization","Efficient execution"]

Validate partner-submitted information and ensure it meets company criteria and policies for the funding process. Analyze and update client transactional bank information, follow guidelines to verify MTD (Month to Date Transactions), and help maintain SLA performance for the funding queue. Collaborate with Sales, Underwriting, Legal, and Quality teams by documenting notes and recommendations to support downstream decisions.

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FursaFursa
Forward Financing
Forward Financing
2 days ago

Analyst I, Closing

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Validate partner-submitted information and ensure it meets company criteria and policies for the funding process. Analyze and update client transactional bank information, follow guidelines to verify MTD (Month to Date Transactions), and help maintain SLA performance for the funding queue. Collaborate with Sales, Underwriting, Legal, and Quality teams by documenting notes and recommendations to support downstream decisions.
Location: Dominican Republic
Workplace: Remote
Employment Type: Full time
Job Function: Revenue Operations (RevOps)
Seniority: Mid level

Key Responsibilities

  • •Ensure submitted documentation is appropriate and complies with company policies and procedures.
  • •Update and analyze clients’ transactional bank information to validate the accuracy of received information.
  • •Follow the company’s process and guidelines to verify information on MTDs (Month to Date Transactions).
  • •Collaborate with teammates to achieve and maintain established SLAs for the funding queue.
  • •Leave notes, recommendations, and relevant information for Underwriting, Sales, and Legal teams.

Key Requirements

  • •Intermediate English fluency.
  • •Bachelor’s degree in Business, Accounting, or a related field.
  • •Strong attention to detail and professionalism.
  • •Proficiency with calculation sheets and email software.
  • •Able to complete tasks in a fast and accurate manner.
Experience:Fintech
Education:Bachelor's in Business, Accounting, or related fields
Skills:Can-do attitudeCollaborativeHigh standardsAnalytical skillsPrioritizationEfficient execution
Languages:English
Tech Stack:Calculation sheetsEmail software

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
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Glassdoor: 4.7
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