Customer Verification Specialist (Verification Specialist I)

Posted on Oct 3, 2024 by Foundation Finance Company, LLC
Rothschild, WI
Other
Immediate Start
Annual Salary
Full-Time
Overview:

Verification Specialist Description & Duties:

Verification Specialist I’s complete calls with applicants and dealers to verify accuracy and completeness of information received to proceed with the financing process and to ensure that all information is correct to prevent disputes, defaulted payments, and fraudulent activity. They must identify and report potential issues that arise during the verification process, assisting dealers & customers on how to resolve verification issues.

Pay Range:

USD $18.00 - USD $19.00 /Hr.

Responsibilities:

Duties may include, but are not limited to:

Verify customer’s loan information via inbound and outbound calls, may include but not limited to validating identify, social security number, address, employment information, and project completion etc.

Recognize unusual scenarios and information and inquire further using critical thinking and active listening skills.

Accurately enter new or updated information received during verification calls in all operating system(s).

Document notes properly in all required areas per company processes and procedures.

Proficiently relay information to customers relating to interest, statements, and other account questions.

Identify, report, and escalate verification or fraudulent issues to management.

Handle inbound and outbound Dealer calls regarding Verification dispute issues that may include loan terms, documents, project completion, or inability to contact applicants prior to loan funding.

Review loan processing status and documentation to ensure customer calls are accurately handled and routed to appropriate department.

Acquire and maintain thorough knowledge and understanding of FFC's policies and procedures regarding the verification process.

Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively.

The Ideal Candidate:

Applicants must be reliable, dynamic, sociable and enthusiastic team players; while possessing a positive "can-do" attitude, excellent judgement and communication skills. Applicants must also have great attention to detail and ability to multi-task under the stress of deadlines with a strong desire to help the organization succeed.

Qualifications:

Minimum Qualifications:

Associate’s degree in business, finance, communication, marketing or related field OR 2 years’ experience in customer service

Strong computer skills including Word, Excel, Internet, and email.

Strong typing skills and strong attention to detail

Professional phone presence and excellent verbal and written communication skills

One evening shift per week and a Saturday rotation every 5 weeks.

Description:

About Foundation Finance:

Foundation Finance Company (FFC) is one of the fastest-growing consumer finance companies in the U.S. We work with home improvement contractors nationwide to help them close more sales through the use of flexible financing plans. FFC's full-spectrum lending approach has driven billions in originations and helped many customers make needed improvements to their homes. We're making big investments in both infrastructure and employee talent to keep up with our growth, so the time is right to join our team! It's a fast-paced environment with room to advance. We offer a competitive salary, medical/dental/vision benefits, 401(k) with company match, a casual dress work environment and much, much, more.

Working Conditions:

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits:

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work:

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, CT, FL, GA, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.

Reference: 203213755

https://jobs.careeraddict.com/post/95777962

Customer Verification Specialist (Verification Specialist I)

Posted on Oct 3, 2024 by Foundation Finance Company, LLC

Rothschild, WI
Other
Immediate Start
Annual Salary
Full-Time
Overview:

Verification Specialist Description & Duties:

Verification Specialist I’s complete calls with applicants and dealers to verify accuracy and completeness of information received to proceed with the financing process and to ensure that all information is correct to prevent disputes, defaulted payments, and fraudulent activity. They must identify and report potential issues that arise during the verification process, assisting dealers & customers on how to resolve verification issues.

Pay Range:

USD $18.00 - USD $19.00 /Hr.

Responsibilities:

Duties may include, but are not limited to:

Verify customer’s loan information via inbound and outbound calls, may include but not limited to validating identify, social security number, address, employment information, and project completion etc.

Recognize unusual scenarios and information and inquire further using critical thinking and active listening skills.

Accurately enter new or updated information received during verification calls in all operating system(s).

Document notes properly in all required areas per company processes and procedures.

Proficiently relay information to customers relating to interest, statements, and other account questions.

Identify, report, and escalate verification or fraudulent issues to management.

Handle inbound and outbound Dealer calls regarding Verification dispute issues that may include loan terms, documents, project completion, or inability to contact applicants prior to loan funding.

Review loan processing status and documentation to ensure customer calls are accurately handled and routed to appropriate department.

Acquire and maintain thorough knowledge and understanding of FFC's policies and procedures regarding the verification process.

Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively.

The Ideal Candidate:

Applicants must be reliable, dynamic, sociable and enthusiastic team players; while possessing a positive "can-do" attitude, excellent judgement and communication skills. Applicants must also have great attention to detail and ability to multi-task under the stress of deadlines with a strong desire to help the organization succeed.

Qualifications:

Minimum Qualifications:

Associate’s degree in business, finance, communication, marketing or related field OR 2 years’ experience in customer service

Strong computer skills including Word, Excel, Internet, and email.

Strong typing skills and strong attention to detail

Professional phone presence and excellent verbal and written communication skills

One evening shift per week and a Saturday rotation every 5 weeks.

Description:

About Foundation Finance:

Foundation Finance Company (FFC) is one of the fastest-growing consumer finance companies in the U.S. We work with home improvement contractors nationwide to help them close more sales through the use of flexible financing plans. FFC's full-spectrum lending approach has driven billions in originations and helped many customers make needed improvements to their homes. We're making big investments in both infrastructure and employee talent to keep up with our growth, so the time is right to join our team! It's a fast-paced environment with room to advance. We offer a competitive salary, medical/dental/vision benefits, 401(k) with company match, a casual dress work environment and much, much, more.

Working Conditions:

Office environment with significant time spent sitting, typing and talking on the telephone.

Foundation Finance Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you reside in the state of Colorado, please click on the following link to review our benefits:

These benefits are designed to support our employees in their professional growth, health, and overall well-being. Eligibility, coverage details, and enrollment processes will be provided during the onboarding process. At Foundation Finance Company, we are committed to fostering a positive work environment where employees can thrive both personally and professionally.

Remote Work:

Foundation Finance Company LLC requires that remote employees must reside in one of the following states to be considered for any of our remote positions: AL, AR, AZ, CO, CT, FL, GA, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.

Reference: 203213755

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