Loan Verification Specialist I

Foundation Finance Company Careers

Rothschild (WI)

On-site

USD 51,577,000 - 54,443,000

Full time

16 hours ago
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Benefits offered by this job

Day-one health benefits
401(k) match enrollment
Paid time off
Parental leave
Life and disability insurance
Wellbeing program
Flexible work environment
Casual dress code

Job summary

Foundation Finance Company is seeking a Verification Specialist I to perform calls with applicants and dealers to verify accuracy of information received and to prevent disputes or funding delays. You will verify details such as identity, address, employment, and loan terms, and document results per policy.

The role emphasizes attention to detail, clear communication, and the ability to handle multiple tasks under deadlines.

Qualifications

  • Two years of call center or customer service experience required.
  • Knowledge of Word Processing software; Spreadsheet software and Internet software.
  • Strong typing skills and strong attention to detail
  • Professional phone presence and excellent verbal and written communication skills
  • One evening shift per week and one Saturday shift every 7 weeks.

Responsibilities

  • Verify customer’s loan information via inbound and outbound calls, may include validating identity, social security number, address, employment information, and project completion.
  • 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 escalation verification or risk related 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.

Skills

Call center experience
Strong typing
Professional phone presence
Excellent verbal and written comms
Attention to detail

Tools

Word processing
Spreadsheet software
Internet software

Job description

Foundation Finance Company is seeking a Verification Specialist I to perform calls with applicants and dealers to verify accuracy of information received and to prevent disputes or funding delays. You will verify details such as identity, address, employment, and loan terms, and document results per policy.

The role emphasizes attention to detail, clear communication, and the ability to handle multiple tasks under deadlines.

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