Verification Specialist I

Foundation Finance Company Careers; Rothschild (WI); On-site; USD 51,577,000 - 54,443,000; Full time

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

Verification Specialist I Description & Duties

The Verification Specialist I 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 risk related 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.

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 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.

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.

Minimum Qualifications

• Two years of call center or customer service experience required.
• To perform this job successfully, an individual should have 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.

About Foundation Finance

Foundation Finance Company (FFC), a Great Place to Work® certified company since 2017, is a fast-growing consumer finance company working with home improvement contractors across the U.S. to drive sales through flexible, customer-focused financing options.

Available Benefits

• Day-one Health Benefits (medical, dental, vision, and flexible spending options like HSA or FSA accounts).
• 401(k) with company match enrollment on day-one.
• Paid, Sick and Volunteer Time Off
• Paid Parental Leave Options
• Employer Paid Life and Disability
• Wellbeing on Demand Program
• Flexible Work Environment with a casual dress code
• Employment status (full-time or part-time) may affect eligibility for certain benefits. Some benefits become available only after a specified period of employment. Please refer to our Benefits page for details.

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.

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.

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

Remote Work Disclaimer

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, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI.