Underwriting Analyst

Forward Financing; Utah; Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Underwriting Analyst to join its dynamic team. In this role, you will analyze small business data to assess financing eligibility and make informed underwriting decisions. You will have the opportunity to work closely with sales representatives, providing insights that help small businesses access the capital they need. This innovative firm values direct communication and is committed to fostering a supportive workplace culture, offering flexibility and a comprehensive benefits package to its employees. If you are analytical, self-motivated, and passionate about supporting small businesses, this role is for you.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

Flexible Time-Off Policy

Paid Parental Leave

401k Match

Wellness Reimbursement

Volunteering Days

Professional Development Budget

Charitable Donation Match

Qualifications

• Bachelor's degree required; strong analytical and decision-making skills.
• Ability to interpret data patterns and make informed decisions.

Responsibilities

• Evaluate business data to assess financing eligibility.
• Advise sales reps on small business financing options.
• Collaborate with the Underwriting department to improve processes.

Skills

Analytical Skills

Decision Making

Data Interpretation

Education

Bachelor's degree

Job description

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, 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.

The Underwriting Analyst will evaluate business data to assess financing eligibility and determine risk-adjusted pricing decisions.

In this role you will:

• Learn and follow Forward Financing’s process and guidelines to confidently issue profitable underwriting decisions.
• Analyze and interpret small business data related to financing applications to determine the appropriate amount of capital that the business can afford.
• Gauge risk profile while understanding customers’ business needs, opportunities and challenges.
• Advise internal sales reps to offer appealing small business financing options.
• Work with other members of the Underwriting department on initiatives to improve processes.

Required Skills and Experience:

• Bachelor's degree.
• Ability to pick up on patterns in data and make good decisions based on these patterns.
• Analytical and self-motivated professional with a track record of exercising good judgment when making business decisions.
• Proficient in reviewing data and making decisions in situations that contain some level of ambiguity.

Forward Financing Core Values:

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
• Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, 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.

Perks & Benefits:

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.

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.

U.S. Equal Opportunity Employment Information

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.