Operations Associate 1 - Verifications
Best Egg is a market-leading, tech-enabled financial platform helping people build financial confidence. The Operations Associate role involves verifying consumer loan applications and documentation, ensuring eligibility while providing a positive customer experience through effective communication and problem-solving.
Responsibilities
- 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
Skills
- 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
- Effectively communicate with all levels of Marlette Funding leadership
- 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
- Paid time off benefits
- Monthly incentives based on performance
- On-site gym
- Free snacks & drinks
- Food trucks
- Happy hours on Wednesdays
Company Overview