Verification Agent

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Verify and validate client information, documentation, and records for accuracy and adherence to compliance standards.

• Perform comprehensive reviews of applications, forms, and supporting documents to confirm completeness.

• Reach out to clients, agencies, employers, and third parties to gather or verify necessary information.

• Investigate discrepancies, inconsistencies, or absent information and address issues without delay.

• Maintain precise and detailed records of verification activities and client interactions.

• Ensure adherence to company policies, state regulations, and industry standards.

• Process verification requests within established turnaround times while ensuring accuracy.

• Communicate in a professional manner with clients and stakeholders regarding verification requirements and results.

• Identify potential fraud, misrepresentation, or documentation issues and escalate as necessary.

• Utilize various databases, software systems, and reporting tools to research and confirm information.

• Collaborate with internal departments to ensure smooth case processing and service delivery.

• Effectively prioritize workload while managing multiple cases and deadlines concurrently.

• Safeguard confidential and sensitive information in compliance with privacy regulations and company policies.

• Deliver outstanding customer service while assisting clients through the verification process.

• Contribute to audits, quality assurance reviews, and initiatives aimed at process improvement to boost operational efficiency.

• Support Above Lending's loan origination process by assessing and verifying customer information and documentation.

• Work directly with applicants to gather required documents and confirm income and identity information.

⛳️ Requirements

• High school diploma or equivalent; a college degree is preferred.

• Over 2 years of customer service experience.

• At least 1 year of experience in a similar verification role.

• Strong comprehension of the loan verification process.

• Excellent verbal and written communication skills.

• Capability to negotiate and resolve conflicts effectively.

• Strong analytical and problem-solving abilities.

• Proficiency in Microsoft Office Suite and experience with CRM software.

• High level of integrity and dedication to maintaining client confidentiality.

• Ability to work autonomously and collaboratively within a team in a fast-paced environment.

• Availability to work from 10am to 7pm CT, Monday to Friday.

🏝️ Benefits

• Significant employer contributions for health, dental, and vision programs.

• Generous paid time off (PTO), paid holidays, and paid parental leave.

• 401(k) matching program.

• Monthly bonus, subject to the terms outlined in the company's bonus plan.