Verification Agent

Above Lending•Fort Worth, TX

About The Position

Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process and help borrowers attain financial well-being. We are committed to making credit more affordable and accessible. As a Verification Agent, you will play a critical role in supporting the loan origination process by reviewing and verifying customer information and documentation. You will work directly with applicants to collect required documents, validate income and identity information, and ensure all application requirements are met accurately and efficiently.

Requirements

High school diploma or equivalent, college degree preferred
2+ years of customer service experience
1+ years of experience in a similar verification position
Strong understanding of the loan verification process
Excellent verbal and written communication skills
Ability to negotiate and resolve conflicts effectively
Strong analytical and problem-solving skills
Proficiency in Microsoft Office Suite and experience with CRM software
High level of integrity and commitment to maintaining client confidentiality
Ability to work independently and as part of a team in a fast-paced environment

Responsibilities

Verify and authenticate client information, documentation, and records for accuracy and compliance.
Conduct thorough reviews of applications, forms, and supporting documents to ensure completeness.
Contact clients, agencies, employers, and third parties to obtain or confirm required information.
Investigate discrepancies, inconsistencies, or missing information and resolve issues promptly.
Maintain detailed and accurate records of all verification activities and client interactions.
Ensure compliance with company policies, state regulations, and industry standards.
Process verification requests within established turnaround times while maintaining accuracy.
Communicate professionally with clients and stakeholders regarding verification requirements and outcomes.
Identify potential fraud, misrepresentation, or documentation concerns and escalate as appropriate.
Utilize multiple databases, software systems, and reporting tools to research and validate information.
Collaborate with internal departments to ensure seamless case processing and service delivery.
Prioritize workload effectively while managing multiple cases and deadlines simultaneously.
Protect confidential and sensitive information in accordance with privacy regulations and company policies.
Provide exceptional customer service while guiding clients through the verification process.
Assist with audits, quality assurance reviews, and process improvement initiatives to enhance operational efficiency.