Verifications Specialist

DebtBlue

Richardson, TXOn-siteFull time
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Pay
$17 to $19
an hour
Location
Richardson, TX
Work style
On-site
Job type
Full time
Posted
Nov 2
2 days ago
Career path

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About the company

DebtBlue

Financial services · 51 to 200 employees

DebtBlue on LinkedIn

What you'll do

  • Pre-check every file.Review new applications before transfer to confirm they are accurate and meet program eligibility rules, and send Account Executives the specific corrections needed through Teams chat.
  • Run the verification call.Read the required state- and program-specific verification script word for word on a recorded line, and confirm the client's personal information, enrolled accounts, and program terms.
  • Get documents signed.Generate enrollment documents, send them for e-signature by text or email, and guide clients through signing in real time.
  • Protect the client experience.Answer client questions about next steps and what to expect, and set clear expectations from day one.
  • Own every file.Follow up on unsigned documents, document every call and outcome in the CRM, and escalate issues to the Verification Lead until they are resolved.

What you need

  • 2+ years of experience in customer service, call center, collections, enrollment, or verification
  • Strong verbal and written communication skills
  • Strong math skills and accuracy with financial figures
  • Ability to follow scripts and procedures exactly and apply policies consistently
  • Comfortable navigating a CRM, e-signature tools, and Microsoft Office
  • Experience in financial services, debt settlement, lending, or another regulated environment a plus
  • Bilingual (English/Spanish) a plus
  • High school diploma or GED required
  • Education: a high school diploma

Key skills

Strong math skillsAccuracy with financial figuresApply policies consistentlyCRME-signature toolsMicrosoft OfficeBilingual (English/Spanish)

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Perks

  • Medical (PPO)
  • Dental
  • Vision coverage
  • Group term life
  • AD&D
  • Long-term disability (LTD) insurance
  • 401(k) retirement plan
  • Paid time off (PTO)

See full description on company page, apply now

Read the full posting here
Verification Specialist Richardson, TX • In-Office • Full-Time ACCURACY. INTEGRITY. CONFIDENCE. Are you the person who catches what everyone else misses? DebtBlue is growing, and we're looking for a detail-driven Verification Specialist to join our New Accounts team. This role is the final checkpoint before a new client's file is submitted - pre-checking every file for accuracy, walking clients through required disclosures, and guiding them through signing their enrollment documents. You'll make sure every file is clean, compliant, and complete, and that every client starts the program feeling confident in their decision. Duties & Responsibilities Pre-check every file. Review new applications before transfer to confirm they are accurate and meet program eligibility rules, and send Account Executives the specific corrections needed through Teams chat. Run the verification call. Read the required state- and program-specific verification script word for word on a recorded line, and confirm the client's personal information, enrolled accounts, and program terms. Get documents signed. Generate enrollment documents, send them for e-signature by text or email, and guide clients through signing in real time. Protect the client experience. Answer client questions about next steps and what to expect, and set clear expectations from day one. Own every file. Follow up on unsigned documents, document every call and outcome in the CRM, and escalate issues to the Verification Lead until they are resolved. Qualifications This role is built for accurate, process-driven professionals who follow procedure exactly, stay calm on the phone, and never let a detail slip. 2+ years of experience in customer service, call center, collections, enrollment, or verification Strong verbal and written communication skills Strong math skills and accuracy with financial figures Ability to follow scripts and procedures exactly and apply policies consistently Comfortable navigating a CRM, e-signature tools, and Microsoft Office Experience in financial services, debt settlement, lending, or another regulated environment a plus Bilingual (English/Spanish) a plus Educational Requirements High school diploma or GED required Compensation DebtBlue Verification Specialists are paid hourly: Pay rate - $17.00–$19.00/hour. Schedule - Full-time, [days and hours - confirm]. Classification - Hourly, non-exempt. Benefits Medical (PPO), dental, and vision coverage is available Group term life, AD&D, and long-term disability (LTD) insurance is available Virtual doctor and Employee Assistance Program (EAP) benefits are available Voluntary life and short-term disability (STD) insurance is available 401(k) retirement plan Paid time off (PTO) Work Environment This is an in-office role in Richardson, TX - not remote. Expect a fast-paced, phone-based environment with recorded calls, working closely with the New Accounts team to move clean, compliant files through enrollment. DebtBlue is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.

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