Customer Service Representative (Loan Verification Experience)

About the role

We are looking for a dedicated Customer Service Representative with proven loan verification experience to join our team. In this role, you will support customers throughout the loan process, ensuring accuracy and compliance while delivering exceptional service.

Key responsibilities

• Create a white‑glove experience by delivering superior product and service knowledge in a respectful and efficient manner.
• Drive first‑call resolution by identifying and addressing customer concerns.
• Communicate product features, benefits and alternative solutions effectively.
• Utilize creative problem‑solving skills to identify solutions that satisfy customers’ needs.
• Collaborate with cross‑functional teams to resolve complex problems efficiently.
• Provide clear and concise information and issue resolution, including product updates, promotions and policy changes.
• Partner with customers and internal teams to provide proactive communication during issue resolution.

Required profile

• 2+ years of experience with document and loan verification; income verification preferred.
• At least 1 year demonstrating exceptional problem‑solving skills on behalf of customers.
• Ability to work successfully in a fast‑paced environment.
• Strong written and oral communication skills.

Required skills

• Working knowledge of Windows operating system.
• Proficiency with Microsoft Office products.