Verifications Specialist

DebtBlue; Richardson (TX); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Medical (PPO), dental, and vision care

Group term life, AD&D, and LTD

401(k) retirement plan

Paid time off (PTO)

Virtual doctor and EAP

Job summary

DebtBlue is seeking a detail-driven Verification Specialist to join our New Accounts team in Richardson, TX. This in-office, full-time role is the final checkpoint before a new client is submitted, pre-checking files for accuracy, guiding disclosures, and assisting with signing enrollment documents.

You will run scripted verification calls, confirm personal information and program terms, and document outcomes in the CRM, ensuring every file is compliant and ready for processing.

Qualifications

• 2+ years in customer service or verification-related roles.
• Strong verbal and written communication skills.
• Strong math and accuracy with financial figures.
• Ability to follow scripts and policies exactly.
• Experience with CRM and MS Office preferred.
• Bilingual English/Spanish a plus.

Responsibilities

• Pre-check every file and confirm accuracy against eligibility rules.
• Run the verification call using scripted prompts on a recorded line.
• Generate enrollment documents and guide clients through signing.
• Answer client questions and set expectations from day one.
• Follow up on unsigned documents and log outcomes in CRM.

Skills

Verbal communication

Written communication

CRM navigation

Microsoft Office

Strong math skills

Education

High school diploma or GED

Tools

CRM

e-signature tools

Microsoft Teams

Job description

ACCURACY. INTEGRITY. CONFIDENCE.

Are you the person who catches what everyone else misses?

DebtBlue is growing, and we're looking for a detail-driven Verification Specialist to join our New Accounts team. This role is the final checkpoint before a new client's file is submitted - pre-checking every file for accuracy, walking clients through required disclosures, and guiding them through signing their enrollment documents. You'll make sure every file is clean, compliant, and complete, and that every client starts the program feeling confident in their decision.

Verification Specialist

• Richardson, TX
• In-Office
• Full-Time

Duties & Responsibilities

• Pre-check every file. Review new applications before transfer to confirm they are accurate and meet program eligibility rules, and send Account Executives the specific corrections needed through Teams chat.
• Run the verification call. Read the required state- and program-specific verification script word for word on a recorded line, and confirm the client's personal information, enrolled accounts, and program terms.
• Get documents signed. Generate enrollment documents, send them for e-signature by text or email, and guide clients through signing in real time.
• Protect the client experience. Answer client questions about next steps and what to expect, and set clear expectations from day one.
• Own every file. Follow up on unsigned documents, document every call and outcome in the CRM, and elevate issues to the Verification Lead until they are resolved.

Qualifications

This role is built for accurate, process-driven professionals who follow procedure exactly, stay calm on the phone, and never let a detail slip.

• 2+ years of experience in customer service, call center, collections, enrollment, or verification
• Strong verbal and written communication skills
• Strong math skills and accuracy with financial figures
• Ability to follow scripts and procedures exactly and apply policies consistently
• Comfortable navigating a CRM, e-signature tools, and Microsoft Office
• Experience in financial services, debt settlement, lending, or another regulated environment a plus
• Bilingual (English/Spanish) a plus

Educational Requirements

• High school diploma or GED required

Compensation

DebtBlue Verification Specialists are paid hourly:

• Pay rate - $17.00–$19.00/hour.
• Schedule - Full-time, [days and hours - confirm].
• Classification - Hourly, non-exempt.

Benefits

• Medical (PPO), dental, and vision coverage is available
• Group term life, AD&D, and long-term disability (LTD) insurance is available
• Virtual doctor and Employee Assistance Program (EAP) benefits are available
• Voluntary life and short-term disability (STD) insurance is available
• 401(k) retirement plan
• Paid time off (PTO)

Work Environment

This is an in-office role in Richardson, TX - not remote. Expect a fast-paced, phone-based environment with recorded calls, working closely with the New Accounts team to move clean, compliant files through enrollment.

DebtBlue is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.

Salary: $17.00 - $19.00 per hour