Verification Agent

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. \n 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 \n $24 - $24 an hour In addition to base compensation, this position qualifies for a monthly bonus, subject to the terms outlined in the company's bonus plan. The compensation range is based on the level outlined in the job posting, and compensation decisions are dependent on each applicant's experience, skills and abilities. \n

The Verification Agent is responsible for reviewing and authenticating customer documentation to ensure accuracy and compliance during the loan origination process. This includes contacting third parties to validate information and identifying potential fraud or discrepancies.

Candidates should have a high school diploma, at least two years of customer service experience, and one year of experience in a verification role. Proficiency in Microsoft Office and CRM software, along with strong analytical skills, is required.

• Health Insurance • Dental Insurance • Vision Insurance • Paid Time Off • Paid Holidays • Paid Parental Leave • 401(k) Matching

Identified from the job description. Confirm important requirements above.

• Loan Verification
• Customer Service
• Income Validation
• Identity Verification
• Fraud Detection
• Conflict Resolution
• Analytical Thinking
• Microsoft Office Suite
• CRM Software
• Compliance Monitoring
• Data Research
• Professional Communication

Minimum education

Bachelor’s degree

Minimum experience

2+ years