Legal Assistant, Collections

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.

As a Legal Assistant, Collections in the Account Servicing Department, you will be responsible for supporting our Post Judgment Remedy (PJR) team. You will drive processes and results by working and collaborating with our network of 20 outside counsel daily. You will be asked to prepare and send legal packages to assigned attorneys and request and progress updates on all legal proceedings. You will also coordinate with our collections teams regarding legal milestones and settlement negotiations, often being the one to provide information so a sound resolution can be reached. The PJR manager will also rely on you to complete administrative initiatives to improve the operation such as inventory clean-ups, review of invoices, and document reviews. This role offers long-term hybrid flexibility. (1 day in office/4 days remote)

In this role, you will:

• Support the Post Judgment Remedy (PJR) team by:

  • Communicating with Forward Financing’s network of outside attorneys

  • Processing, organizing, and updating case files

  • Relaying major case milestones and issues to our internal collections teams

  • Reviewing various legal drafts before outside counsel sends them to court

  • Monitoring the pace of caseload to ensure milestones are being hit within the expected timeframes

  • Analyzing and recommending next action for cases

  • Escalating appropriate matters and issues to attorneys

• Oversee the case inventory to ensure it is being properly worked and updated

• Contribute to performance evaluations of outside attorneys

• Assist with legal administrative tasks

Requirements:

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

• Bachelor’s degree

• 3 Years Experience working in a fast-paced litigation environment

• Adaptable to changing needs of the team

• Working knowledge of Word

• Knowledge of Excel (Preferred)

• Strong relationship-building skills

• Experience handling a high-volume of work

• Written communication - a writing sample may be requested

• Strong communication skills - proficient in English

• Effective in a fast-paced environment

• Strong attention to detail and an ability to apply your analytical mind to solving problems.

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. 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.

Since 2012, Forward has expanded access to capital by providing over $3.2 billion in funding to more than 67,000 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.

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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.

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!

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. 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.

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