Job Description
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 Best Egg is a consumer financial technology platform that aims to help people feel more confident about their everyday finances through a suite of products and resources. It was founded in 2013, and is headquartered in Wilmington, Delaware, USA, with a workforce of 501-1000 employees. Its website is