Loan Verification Agent (WS)

Bill Gosling Outsourcing; Barrie; On-site; CAD 20,002 - 28,488; Full time

Benefits offered by this job

Hybrid work environment

Health & dental benefits

Casual dress code

Career growth opportunities

Wellness facilities and events

Job summary

Bill Gosling Outsourcing is seeking a Loan Verification & Funding Specialist to review automobile loan applications, verify documents, and coordinate funding in a fast-paced environment. The role emphasizes accuracy, regulatory compliance, and strong communication with dealers and applicants.

You will build relationships, manage timelines, and ensure funding is processed smoothly while maintaining high-quality customer service across internal teams and external partners.

Qualifications

• 1+ years of customer service experience, ideally in a call center.
• Experience in financial services or credit industry is a plus.
• 1+ year of loan application or processing experience with emphasis on loan documentation.
• Strong computer navigation and information search skills.
• Detail oriented with a focus on accuracy and quality.

Responsibilities

• Review automobile loan applications and communicate with applicants, dealerships and the sales team.
• Detect fraud and verify funding documentation to ensure compliance.
• Coordinate funding flow and manage the funding pipeline with the team.
• Follow up with dealers to ensure accurate/ timely loan bookings.
• Provide excellent customer service to dealers, applicants and external parties.

Skills

Customer Service

Analytical skills

Attention to detail

Communication skills

Loan documentation knowledge

Education

High School Diploma or equivalent

Tools

Calms

Dealer portal

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Join a Team That’s Passionate About Making Lives Better!

At Bill Gosling Outsourcing, we believe that success starts with an amazing team. We are a global leader in outsourcing solutions, we focus on making lives better, one connection at a time. We provide tailored solutions to businesses around the globe, specializing in customer care, sales, and financial services. We’re looking for enthusiastic, driven individuals to join our dynamic work environment where fun meets results.

The Agent - Loan Verification & Funding Specialist is responsible for performing accurate verifications, credit investigation, analysis, and audit of all documentation required to complete the retail funding processes, according to the company's operating policies and procedures.

What You’ll Do

The Loan Verification & Funding Specialist will be responsible for reviewing automobile loan applications and communicating with loan applicants, dealerships, and the sales team regarding the loan application process.

Compensation starting at $17.60/hour + $2/hour job premium

Responsibilities

• As a Loan Verification & Funding Specialist you will be responsible for all aspects of fraud detection.
• This highly motivated individual works closely with the Originations Team to coordinate further investigation/stipulations gathering.
• You’ll be the keeper of the Funding Operations pipeline, an emergent leader as you own the flow of funds.
• You will become the Subject Matter Expert in contract funding, fearlessly following up with our dealers to ensure accurate and timely loan bookings.
• You’ll work tirelessly with our Dealers and customers to see that each loan is funded and accounted for.
• Meticulously manage, track and prevent aged applications in a fast-paced environment.
• Analyze loan approvals and audit contract structure.
• Obtain loan documents with remarkable speed and precision.
• Handling customers personal information with love while complying with all federal, state, and local regulations.
• Maintain business relationships and hold dealers accountable for stipulations.
• Ability to build meaningful relationships internally and externally; follow-up with customers, field reps, and other outside entities (employers, creditors, insurance companies etc) to verify documentation.
• Provide excellent customer service to all Dealers and loan applicants.
• Reviewing loan documentation to ensure that all of the documentation is valid and verified.
• Providing awesome customer service to Loan applicants and Dealers when updating them on the status of their funding packages.
• Conducting third-party verifications to validate required information.
• After completing contract reviews and verifications, you will let us know if anything looks out of the norm on the loan package (red flag alerts are a big part of the job).

What You Need

• 1+ years of Customer Service experience, preferably in a call center environment.
• Financial Services or Credit industry experience would be an asset.
• One (1) + year of work-related experience in any loan application or processing (Business, Personal or Credit line) with an emphasis on loan documentation.
• Advanced computer skills including the ability to navigate multiple windows and applications and utilize search tools to find information are required.
• Detail oriented with a focus on accuracy and quality work is required.
• Familiarity with indirect loan documentation, i.e. contracts, ancillary products, certificates, bankruptcies is preferred.
• Database skills a plus.
• A working knowledge of automobile finance, collections, originations, loan services, and/or specialty areas preferred.
• Proficient in reading and understanding Contracts , ID’s, handling personal information, loan documentation.
• Proficiency in Calms and dealer portal is a plus.
• Proficiency in Microsoft Outlook , Word and Excel is required.
• Proven analytical & problem-solving skills is required, as well as the ability to utilize appropriate analysis, judgment, and logic.
• Excellent written and verbal communication skills are required.
• Make funding decisions in accordance with company procedures and regulations.
• Self-motivated with the ability to complete multiple tasks with minimal supervision.
• High attention to detail; able to methodically review the execution of procedures and identify issues.
• Quick learner and ability to manage multiple priorities with limited oversight.
• Requires effective communications skills.
• Strong analytical and mathematical abilities.
• Results oriented. Friendly attitude and excellent interpersonal skills.
• Strong work ethic.

Education

Minimum High School Diploma Or Equivalent Is Required

Reports to: Floor Support/ Team Leader, Operations/ Team Leader Working, Operations/ Managing Coach, Operations

WHY WORK WITH US

• Health & Dental Benefits are available after an initial waiting period
• Discounted Corporate GoodLife Memberships
• Casual Dress Code
• Amazing work culture where you can learn and grow
• Hybrid work environment (minimum of 2 days from office)
• Free Coffee all day at Cafeteria!
• Fun Events and games every week
• Gym, Yoga Studio and other onsite amenities
• Close proximity to beautiful walking trails along Barrie’s waterfront
• Waterfront and downtown views through the many large windows
• Outdoor patio space
• 10 minute walk to a GO station
• Barrie Transit bus stop right outside the building
• Numerous restaurants, both quick service and sit down, within a 10 minute walk

Why Join Us?

• Growth Opportunities: We believe in promoting from within and providing opportunities for career advancement.
• Comprehensive Training: We offer extensive paid training to ensure you’re equipped for success.
• Team-Oriented Culture: Work in a collaborative, supportive environment with peers who are passionate about what they do.
• Diversity & Inclusion: We celebrate the unique perspectives and contributions of all our employees.
• Fun Workplace: Join a vibrant team that knows how to have fun! From team engagement activities to social events, we foster a lively and inclusive work environment where you’ll build strong connections.
• State-of-the-Art Offices: Work in our modern, well-equipped offices designed to enhance collaboration and productivity.
• Rewarding Work: Help businesses grow while making a real difference in people’s lives!

Get to Know Us Better!

Follow us to get an insider view of our team in action, our values in motion, and a sneak peek into what makes us an awesome place to work!

Twitter & Instagram: bgocareers

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LinkedIn: Bill Gosling Outsourcing

Website – https://www.billgosling.com/careers

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At Bill Gosling Outsourcing, we believe that diversity makes us stronger. We welcome applicants from all backgrounds and are committed to creating an inclusive and supportive workplace where everyone can thrive. Regardless of your race, gender, age, ability status, or any other characteristic, you are valued here.

If you require accommodations at any stage of the hiring process, we are happy to work with you to ensure you have the support you need – just let us know.

Bill Gosling Outsourcing – Where your career thrives!

AI Use Notice: Bill Gosling Outsourcing utilizes Artificial Intelligence (AI) technologies as part of our hiring and candidate evaluation process. These tools assist our team in reviewing applications and identifying qualifications relevant to the role.