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Operations Associate 1 – Verifications
Best EggOperations Associate verifying loan applications and ensuring customer satisfaction. Engaging in inbound and outbound calls while maintaining documentation and providing feedback.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Paid time off
- Monthly incentives based on performance
- High-speed internet and necessary equipment provided
- On-site gym
- Free snacks & drinks
- Food trucks during work hours
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services experienceloan application reviewincome calculationemployment verificationdocument validationcase documentationtrend analysispolicy recommendationfraud detection
Soft Skills
customer experienceself-motivatedteamworkanalytical skillsverbal communicationwritten communicationorganizational skillsmulti-taskingattention to detailadaptability