Collections Specialist

In this role you will:
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.

Why you should apply:
Meaningful work. Each day, you will directly support small business owners in need of payment relief - offering the flexibility our financing is designed to provide.

Mission driven company. Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

Flexibility is a top priority. Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both).

Performance based compensation. Our commitment to performance-driven success is reflected in our incentive-based programs, designed to motivate and reward employees for their contributions. This role includes a monthly performance-based incentive, ensuring that your hard work and results directly impact your earnings.

Required Skills and Experience:
(Even if you don’t check every box, but see yourself contributing, please apply.)

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.

Compensation:

Hourly Rate: $28.29-$30.29 USD

Our 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.

Skills Required
5+ years of professional Customer Service/Sales/Collections experience
Bachelor's Degree preferred or equivalent work experience
Ability to listen to customer needs and communicate effectively
Strong analytical and written communication skills
Ability to navigate multiple computer programs simultaneously