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