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Call Center Team Leader / Coach

| Greater LA Area

Located in Woodland Hills, CA, within the beautiful Warner Center area, we are a direct lender providing simple, honest, and attainable financing for Americas small businesses. Our company is looking for dynamic individuals who want to grow professionally, financially and be a part of taking ForwardLine into the future.

ForwardLine is looking for an experienced, driven, high energy leader to manage and grow our loan representative team team. Our loan representatives are the first point of contact for small business owners looking for financing. The person will be responsible for cultivating a high-performance team through coaching, mentoring, role modeling, motivation and overall strong leadership.

Responsibilities include, but are not limited to;

  • Board, train, coach and develop loan representatives in all aspects of their role.
  • Monitor and evaluate calls daily and provide direct feedback and call coaching to team.
  • Lead weekly coaching / training huddles.
  • Motivate and drive the team to hit and exceed performance objectives.
  • Facilitate the implementation of new processes, new tools or platforms, communications, training and methodologies and maintain close working relationships with other teams.
  • Manage, maintain and communicate daily, weekly and monthly sales schedule; including daily ADP management.

You may be the person if you have the following qualities/skills;

  • You care about people, and enjoy seeing your team grow and achieve their potential
  • 2+ years coaching and mentoring in a call center environment
  • Experience working for a company dealing with small businesses
  • Strong working knowledge of SalesForce, and experience in a sales environment
  • Proven track record of success at the management and contributor level
  • You are confident, a problem solver and have strong conflict resolution abilities
  • Excellent verbal, written and interpersonal communication skills

What you get from us:

  • Paid training, coaching and development
  • Health, dental, vision, 401k
  • Paid vacation and sick time
  • All warm leads - No cold calling
  • A dynamic, team oriented office environment
  • A comfortable, relaxed casual dress code
  • Paid holidays
  • Rewards, recognition, company events, and other fun stuff

Job Type: Full-time

Salary: Base + Performance Bonus

Compensation: $75k


This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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Technology we use

  • Engineering
  • Sales & Marketing
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • WordpressCMS


21700 Oxnard Boulevard , Woodland Hills, CA 91367

An Insider's view of ForwardLine Financial

What’s the vibe like in the office?

This is not a typical corporate office. The company focuses on finding the right live/work balance. They understand the importance of building relationships and the opportunity to grow. Yes we are here to work but they actually care about how we are doing and what they can do to make things better.


Funding Consultant

How do you collaborate with other teams in the company?

Being in Product means being cross functional and getting fully involved in processes.
It also means collaborating with other teams on initiatives: Providing context, setting expectations and getting everyone on the same page and all those are done via meetings, emails, skype, slack, Jira, Trello amongst many other tools.


Senior Product Manager

How has your career grown since starting at the company?

I have been given the opportunity to grow in my department in ways I never thought were possible. This has allowed me to become a bigger part in decision making processes, and get to work together with all departments across the company to ensure we are delivering the most customer-centric product possible.


Associate Underwriter

How do you empower your team to be more creative?

At ForwardLine we stress ownership and creativity of execution. That means we always start by setting clear goals - “success means X” - now go and get there however you think is best. This gives everybody clear guardrails and sense of purpose, empowers them with a sense of ownership, and activates their creative and innovative talents.


VP of BizOps

What makes someone successful on your team?

Teamwork is one of the five pillars of the company values. Every employee of ForwardLine has a crucial role to play in order for us to help our customers grow their businesses. Staying professional, knowing when to ask for help, being transparent, helping teammates in need, and following agile principles will help you succeed as a team member!


DevOps Engineer

What are ForwardLine Financial Perks + Benefits

Open door policy
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
Vacation & Time Off Benefits
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Happy Hours
Professional Development Benefits
Job Training & Conferences
Promote from within
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