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Truist Service Finance Verification Agent in Boca Raton, Florida

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for ensuring proper and thorough verification is completed on all loan packages according to company policies and guidelines.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Ensure all contract and applicant information is accurately verified and entered prior to funding.

  2. Review the funding email notice from the dealers for completion certification

  3. Verify accuracy of customer’s name and loan number printed on the certification

  4. Print the call back checklist and complete the verification

  5. Attach completion certificate to the application

  6. Document proper notations in the loan system

  7. Adhere to all loan funding operational policies that are consistent with overall policies, procedures and regulatory objectives


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. High school diploma or equivalent work experience

  2. Minimum three years of loan document review experience

  3. Knowledge of consumer financing

  4. Ability to read and understand executed consumer loan documents

  5. Strong administrative experience

  6. Ability to work in a team environment

  7. Ability to input data accurately and quickly while on the phone

  8. Basic knowledge of computer applications like Microsoft Office

Preferred Qualifications:




 Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

 Standing (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

 Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

 Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

 Lifting (if checked, indicate pounds)

Up to 10 lbs.

 Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

 Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

 Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

 Travel (Must select one)

Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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