Submission Onboarding Analyst

Forward Financing; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

Forward Financing LLC is a fintech company based in Boston, MA, with teams across the United States, the Dominican Republic, and Canada. We are looking for an Analyst I to validate partner submissions and ensure compliance with company criteria, reporting to the Manager I, Pre-Decision.

You will collaborate with multiple teams to streamline funding workflows and uphold our Forward Compass values. The role emphasizes accuracy, timely decisioning, and proactive communication to accelerate funding

Qualifications

• High school degree
• Intermediate - to- proficient English Level.
• Detail oriented and team player.

Responsibilities

• KYB & KYC Verification: Inspect, authenticate, and validate all Know Your Business (KYB) and Know Your Customer (KYC) documentation submitted by customers, confirming data integrity and trustworthiness before moving deals to downstream stages.
• Intake Decisioning (New & Renewals): Evaluate both new submissions and renewal applications against established minimum criteria to determine whether a deal should be accepted, put on hold for missing information, or declined.
• Cross-Functional Communication: Actively liaise with Prequalification and Processing teams to resolve file discrepancies, clarify missing data, and facilitate seamless handoffs throughout the funding workflow.
• Queue & SLA Management: Collaborate with teammates to monitor and balance the funding queue, ensuring turnaround times consistently align with targeted service level agreements (SLAs).
• Quality & Output Standards: Maintain high personal benchmarks for production volume and operational accuracy, minimizing downstream kickbacks and processing delays.
• Performance Tracking & Growth: Actively engage in Lattice, completing bi-weekly performance logs, documenting operational metrics, and driving constructive review check-ins with your manager.
• Compliance & Core Values: Strictly adhere to company policies, risk protocols, and internal standards, embodying the Forward Compass in daily operations and team interactions.

Skills

Attention to detail

Team player

Coachable

English proficiency

Education

High school degree

Job description

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.

Our Dominican Republic operations play a critical role in our ability to provide best in class service to our partners and merchant clients by efficiently processing funding applications we receive, and providing a multitask level of internal and external services to our data driven organization. We expect to continue to grow our operations in the Dominican Republic, and with your help, we expect to continue to invest in the region and increase the value that the Dominican Republic provides.

As an Analyst I will ensure that all the submitted information from partners is valid and complies the criteria defined by the company.

You will report to the Manager I, Pre-Decision and will collaborate frequently with People and Culture, other operations teams, and Process Improvement positions across the organization.

In this role you will:

• KYB & KYC Verification: Inspect, authenticate, and validate all Know Your Business (KYB) and Know Your Customer (KYC) documentation submitted by customers, confirming data integrity and trustworthiness before moving deals to downstream stages.

• Intake Decisioning (New & Renewals): Evaluate both new submissions and renewal applications against established minimum criteria to determine whether a deal should be accepted, put on hold for missing information, or declined.

• Cross-Functional Communication: Actively liaise with Prequalification and Processing teams to resolve file discrepancies, clarify missing data, and facilitate seamless handoffs throughout the funding workflow.

• Queue & SLA Management: Collaborate with teammates to monitor and balance the funding queue, ensuring turnaround times consistently align with targeted service level agreements (SLAs).

• Quality & Output Standards: Maintain high personal benchmarks for production volume and operational accuracy, minimizing downstream kickbacks and processing delays.

• Performance Tracking & Growth: Actively engage in Lattice, completing bi-weekly performance logs, documenting operational metrics, and driving constructive review check-ins with your manager.

• Compliance & Core Values: Strictly adhere to company policies, risk protocols, and internal standards, embodying the Forward Compass in daily operations and team interactions.

About you:

• Team player: Collaborates in groups to achieve a common goal or complete a task in the most effective and efficient manner.

• High Standards: Quality orientation. Follow through on commitments. A multitasker who gets things done.

• Coachable: Open to feedback and continual professional improvement.

• Attention to detail: Process detailed information effectively and consistently. Quality orientation.

• Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.

• Competitive: Strong desire to win both as an individual and as a team. Demonstrate tenacity, boldness, assertiveness in demanding jobs/situations.

Requirements:

• High school degree

• Intermediate - to- proficient English Level.

• Detail oriented and team player.

Our Culture: The Forward Compass

The Forward Compass is the standard we hold for ourselves and one another—guiding how we lead, collaborate, and show up every day to move in the same direction.

• Back the Builders : We are wired to fuel customer progress, not just provide support.

• Rooted in People : We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.

• Flying V : We move through coordinated effort with speed and urgency to achieve what no individual could do alone.

• Always Forward, Never Finished : We pursue growth with a relentless drive that keeps us ahead of the competition.

About Us

Forward Financing is a fintech 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. By simplifying the requirements, streamline 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.

Since 2012, Forward has expanded access to capital by providing over $5+ billion in funding to more than 100,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. 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.

Equal Opportunity Employment Information

It is the policy of Forward Financing to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities. Please let us know should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, we use AI tools to assist with candidate screening and assessment.