The Processor is responsible for performing the verification process in a timely manner in accordance with departmental procedures or as directed by Processing Manager.
Follow verification procedure...Show moreLast updated: 30+ days ago
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The Processor is responsible for performing the verification process in a timely manner in accordance with departmental procedures or as directed by Processing Manager.
Roles & Responsibilities :
Follow verification procedures for the verification of each client’s submissions in a timely manner with brokers based on each broker’s specific verification method.
Proactively use the company’s phone system to make calls to brokers in addition to other verifications methods i.e., website, emails to get successful verification completed.
Follow operational procedures as to the sequencing of verification choices and / or priorities as directed by Processing Manager.
Routine and timely submission of successful verification being converted to “ready for approval status”.
Meet or exceed all weekly departmental goals and / or seek support / additional training as required via Processing Manager.
Understand and keep current on the latest procedures for our department and company.
Crosstrain and assist other teams as needed.
Personal Attributes & Requirements :
Excellent customer service and people skills.
Outstanding communication skills (both written and verbal).
Willingness to get on the phone as required for the role, be proactive and act in a professional manner.
High-level problem solver and multi-tasker with the ability to independently prioritize tasks.
High-level attention to detail.
Dependable with exceptional attendance and time management skills.
Flexible and highly self-motivated with the ability to complete tasks without having to be routinely told which tasks to complete first.
Willing to work overtime if required.
Promotes and fosters a positive and supportive environment that is committed to the success of the department, leadership and goals of Financial Carrier Services.
Qualifications, Education & Special Requirements :
High School Diploma or Equivalent.
Industry knowledge of load delivery documentation, transportation and / or factoring is advantageous.
Highly skilled in computer, electronic communication, and technology proficiencies with the ability to quickly learn new software, applications, and systems.
Strong knowledge of Excel (spreadsheets), Word and Microsoft Outlook.
Ability to learn quickly and accurately apply knowledge gained.