验证代理
Verification Agent
Above Lending 是一家下一代金融服务公司。我们提供简单透明的产品，帮助客户实现个人财务目标。凭借具有竞争力的利率和个性化支持，我们的使命是简化贷款流程，帮助借款人实现财务健康。我们致力于让信贷更加负担得起且易于获取。
作为验证专员，您将在贷款发起过程中发挥关键作用，通过审查和验证客户信息和文件来提供支持。您将直接与申请人合作，收集所需文件，验证收入和身份信息，并确保所有申请要求得到准确高效地满足。
我们正在寻找能够按照以下班次工作的专员：中部时间上午10点至下午7点，周一至周五。
您将
- 验证并认证客户信息、文件和记录的准确性与合规性。
- 对申请表、表格和支持文件进行彻底审查，确保完整无缺。
- 联系客户、机构、雇主和第三方以获取或确认所需信息。
- 调查差异、不一致或缺失的信息，并及时解决问题。
- 详细准确地记录所有验证活动和客户互动。
- 确保符合公司政策、州法规和行业标准。
- 在规定的时间内处理验证请求，同时保持准确性。
- 专业地与客户和相关方沟通验证要求和结果。
- 识别潜在的欺诈、虚假陈述或文件问题，并根据需要进行上报。
- 使用多个数据库、软件系统和报告工具来研究和验证信息。
- 与内部部门协作，确保案件处理和服务交付的无缝衔接。
- 有效优先处理工作，同时管理多个案件和截止日期。
- 根据隐私法规和公司政策保护机密和敏感信息。
- 在引导客户完成验证流程时提供卓越的客户服务。
- 协助审计、质量保证审查和流程改进计划，以提高运营效率。
您具备
- 高中毕业或同等学历，大学学位优先
- 2年以上客户服务经验
- 1年以上
查看英文原文
Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more affordable and accessible.
As a Verification Agent, you will play a critical role in supporting the loan origination process by reviewing and verifying customer information and documentation. You will work directly with applicants to collect required documents, validate income and identity information, and ensure all application requirements are met accurately and efficiently.
We are looking for agents available to work the following shifts: 10am-7pm CT, Monday-Friday.
You will
- Verify and authenticate client information, documentation, and records for accuracy and compliance.
- Conduct thorough reviews of applications, forms, and supporting documents to ensure completeness.
- Contact clients, agencies, employers, and third parties to obtain or confirm required information.
- Investigate discrepancies, inconsistencies, or missing information and resolve issues promptly.
- Maintain detailed and accurate records of all verification activities and client interactions.
- Ensure compliance with company policies, state regulations, and industry standards.
- Process verification requests within established turnaround times while maintaining accuracy.
- Communicate professionally with clients and stakeholders regarding verification requirements and outcomes.
- Identify potential fraud, misrepresentation, or documentation concerns and escalate as appropriate.
- Utilize multiple databases, software systems, and reporting tools to research and validate information.
- Collaborate with internal departments to ensure seamless case processing and service delivery.
- Prioritize workload effectively while managing multiple cases and deadlines simultaneously.
- Protect confidential and sensitive information in accordance with privacy regulations and company policies.
- Provide exceptional customer service while guiding clients through the verification process.
- Assist with audits, quality assurance reviews, and process improvement initiatives to enhance operational efficiency.
You have
- High school diploma or equivalent, college degree preferred
- 2+ years of customer service experience
- 1+ years of experience in a similar verification position
- Strong understanding of the loan verification process
- Excellent verbal and written communication skills
- Ability to negotiate and resolve conflicts effectively
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office Suite and experience with CRM software
- High level of integrity and commitment to maintaining client confidentiality
- Ability to work independently and as part of a team in a fast-paced environment
We offer
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
Originally posted on Himalayas