Verification Agent

Boats Group•Miami, FL

10h•Hybrid

About The Position

The Verification Agent is responsible for ensuring the collection, accuracy, completeness, and compliance of all documentation related to loan and/or sales transactions. This role verifies bank stipulations, validates and updates Salesforce records, coordinates inspections, manages lien perfection requests, and oversees inbound customer documents. The Verification Agent plays a critical role in minimizing risk, maintaining data integrity, and supporting an efficient loan closing processing workflow to minimize loan closing and funding delays.

Requirements

Prior experience with verification, documentation, loan processing, collateral processing, or similar responsibilities.
High school diploma required.
Detail-oriented with solid organizational and communication skills.
Comfortable multitasking and working toward deadlines.

Nice To Haves

Associate’s degree preferred.
Experience using Salesforce or other CRM tools is a plus.

Responsibilities

Review and validate all required documentation to ensure accuracy and completeness.
Receive, review, and organize inbound customer documents, confirming that fees, documentation, and data align with Salesforce and AppOne records.
Update and maintain collateral, seller, and application data within Salesforce and AppOne.
Verify bank and lender stipulations to ensure all loan conditions are satisfied.
Review, organize, follow up on, and submit title documents from customers, dealers, and brokers to support proper lien perfection.
Order, track, and document required inspections.
Communicate with internal teams, customers, dealers, brokers, and third-party vendors to obtain missing information and resolve discrepancies.
Ensure full compliance with company policies, regulatory requirements, and lending standards.