Hybrid Operations Associate 1 – Verifications

Posted 2 hours ago

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About the role

  • Operations Associate verifying loan applications and ensuring customer satisfaction. Engaging in inbound and outbound calls while maintaining documentation and providing feedback.

Responsibilities

  • Ensure we deliver a positive customer experience throughout the application and verification process
  • Handle inbound and outbound phone calls to assist customers with questions, uploading documents and developing information provided on loan applications
  • Review loan applications and supporting documentation to validate application details
  • Calculate income and verify employment for designated applications
  • Document and update case information within the system of record
  • Provide feedback on trends that can be used to create bulletins and training modules
  • Make recommendations on policies and procedures related to verifications and fraud
  • Assist with tests and special projects assigned by management

Requirements

  • 1+ years of financial services experience or equivalent experience
  • Positive and self-motivated
  • Ability to work effectively in a team environment
  • Strong analytical skills
  • Excellent verbal/written communication skills
  • Strong organizational skills and ability to multi-task
  • Proficient with navigating basic computer applications
  • Attention to detail & high emphasis on quality
  • Must embrace change and thrive in an evolving department
  • Bilingual (English-Spanish) desired, but not required

Benefits

  • Paid time off
  • Monthly incentives based on performance
  • High-speed internet and necessary equipment provided
  • On-site gym
  • Free snacks & drinks
  • Food trucks during work hours

Job title

Operations Associate 1 – Verifications

Job type

Experience level

JuniorMid level

Salary

$20 - $21 per hour

Degree requirement

High School Diploma

Location requirements

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