Funding Specialist

Company Overview

Forward Financing is a fintech company that provides funding for small businesses across the United States. The company operates remotely with employees in the U.S., Dominican Republic, and Canada.

As a Funding Specialist, you will drive deals to completion, collaborate across teams, and maintain momentum in a fast‑paced environment.

• Oversee and advance deals through each stage of the funding funnel, collaborating cross‑functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed.
• Work and communicate with ISO sales reps and decision makers to fund opportunities.
• Proactively reach out to ISO sales reps to win deals through exceptions to deal terms.
• Provide excellent customer service to ISO partners; resolve issues and build trust while creating urgency in a transactional sales environment.
• Collaborate with underwriting team to drive profitable volume.
• Manage the flow of deal requirements and keep the sales pipeline moving timely.
• Problem‑solve with internal teams to identify opportunities for process improvement.
• Act with urgency to ensure timely responses to requests both internally and externally.

• Mission‑driven: help underserved small businesses access funding.
• Flexible work: choose remote or office, flexible hours.

(Even if you don’t check every box, but see yourself contributing, please apply.)

• Bachelor’s degree preferred.
• 2+ years in sales, deal desk or related role.
• Experience handling high volume inbound/outbound calls, emails, texts, chats and short sales cycle deals.
• Experience held to volume and response metrics.
• Excellent verbal and written communication skills.
• Proactive with strong time management, organizational and prioritization skills.
• Phone etiquette with internal and external partners.
• Strong customer service skills; manage difficult conversations.

Monday‑Friday, 11:00 AM - 8:00 PM EST

Annual Targeted Salary: $67,000 – $75,000 USD

Monthly Variable: potential to earn an additional $1,200 USD per month, determined by performance metrics.

Medical, dental, vision, commuter benefits, flexible time‑off, paid parental leave, 401(k) match for U.S. employees, wellness reimbursement, volunteering days, professional development budget, charitable donation match.

• Drive the Mission: commit to financial opportunity for underserved small businesses.
• Keep It Real: direct communication, candid feedback, authenticity.
• Act With Kindness: caring environment, doing the right thing.
• Shoot for Extraordinary: innovate and continuously improve.

Forward Financing is an equal opportunity employer and is committed to fostering a fair and inclusive culture built on high performance and exceptional customer experience.