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Bank Login Analyst

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<p style="min-height:1.5em">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.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em">As a <em><strong>Bank Login Analyst</strong></em> you will validate the veracity of the financial information directly into the customer’s bank account, you will also work with sensitive information assuring that it complies with the criteria defined by the company. If you want to join a company and make a direct impact on the operations with the highest quality, this job is for you!</p><p style="min-height:1.5em"></p><p style="min-height:1.5em">You will report to the Operations Services Manager of the Dominican Republic Operations and will collaborate frequently with Closing Manager, Sales Representatives, Underwriters, Quality and Process Improvement positions across the organization.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em"><strong>In this role, you will:</strong></p><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Validate the financial information according to the established criteria.</p></li><li><p style="min-height:1.5em">Keep conversations through the phone with the customer ensuring excellent customer service.</p></li><li><p style="min-height:1.5em">Maintain an optimal quality performance.</p><p style="min-height:1.5em"></p></li></ul><p style="min-height:1.5em"><strong>Requirements:</strong></p><p style="min-height:1.5em">(Even if you don’t check every box, but see yourself contributing, please apply.)</p><ul style="min-height:1.5em"><li><p style="min-height:1.5em">High school degree.</p></li><li><p style="min-height:1.5em">Experience in service and customer support roles. (Nice to have)</p></li><li><p style="min-height:1.5em">Client-focused, service-oriented, relationship builder.</p></li><li><p style="min-height:1.5em">Team player and works well with others.</p></li><li><p style="min-height:1.5em">Good listening skills with the ability to see situations from the perspective of others.</p></li><li><p style="min-height:1.5em">Excellent written and verbal communication skills; comfortable communicating and networking.</p></li><li><p style="min-height:1.5em">Excellent English fluency.</p></li><li><p style="min-height:1.5em">Proficiency with calculation sheets and email software- not required but desirable.</p></li><li><p style="min-height:1.5em">A strong sense of discretion and professionalism is a must.</p></li></ul><h3>Forward Financing Core Values:</h3><ul style="min-height:1.5em"><li><p style="min-height:1.5em">Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”</p></li><li><p style="min-height:1.5em">Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.</p></li><li><p style="min-height:1.5em">Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.</p></li><li><p style="min-height:1.5em">Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.</p></li></ul><p style="min-height:1.5em"><strong>About Us:</strong></p><p style="min-height:1.5em">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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.</p><p style="min-height:1.5em">Since 2012, Forward has expanded access to capital by providing over $4 billion in funding to nearly 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on <a target="_blank" rel="noopener noreferrer nofollow" href="http://Trustpilot.com">Trustpilot.com</a>. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em"><strong>Perks & Benefits:</strong></p><p style="min-height:1.5em">At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.</p><p style="min-height:1.5em"></p><p style="min-height:1.5em">Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. </p><p style="min-height:1.5em"></p><p style="min-height:1.5em">When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! </p><p style="min-height:1.5em"></p><p style="min-height:1.5em"><strong>US Equal Opportunity Employment Information</strong></p><p style="min-height:1.5em">Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.</p><p style="min-height:1.5em"><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.forwardfinancing.com/california-employee-privacy-policy/"><u>California Employee Privacy Policy</u></a></p><p style="min-height:1.5em"></p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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