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
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