Collections Specialist

🕒 March 26

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Logo of Forward Financing

Forward Financing

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• 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.

🎯 Requirements

• Bachelor’s Degree preferred or equivalent work experience. • 5+ years of professional Customer Service/Sales/ 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. • Strong analytical and written communication skills with high attention to detail. • Competitive nature with ability to maintain focus and complete tasks independently. • Ability to navigate multiple computer programs simultaneously.

🏖️ 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

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