Document Verification Supervisor

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León, Guanajuato
In-Office
Artificial Intelligence • Financial Services
The Role
ABOUT OPORTUN

Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $16.6 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.

 

WORKING AT OPORTUN


Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups.

POSITION OVERVIEW

The Document Verification Department is responsible for verifying all documents that our members submit to us for approval. We must ensure that all documents comply with regulations. Document Verification Supervisor must ensure that his staff has all the necessary tools to perform its job also receive and provide cross-training so that they can provide support in following up on applications if necessary

RESPONSIBILITIES

We are seeking a service coach. The supervisor will provide support. performance management and ongoing development to agents focused on Service Level and Customer satisfaction. Also responsible for the continuous improvement and attainment of performance results of the department.

The Document Verification (DV) Supervisor’s responsibilities are:

  • Coach and lead a team of document verification agents for a defined group in compliance with company guidelines and regulations to maximize revenue.
  • Oversee all required daily functions with the operations.
  • Set and enforce Clear Expectations for the team through ongoing performance discussions.
  • Monitor and evaluate individual and team performance against objectives.
  • Coordinates work activities with other supervisors and agents.
  • Provides coaching and feedback for team members.
  • Assisting document verification support Management in developing and implementing strategies that lead to accomplishing KPI’s
  • Supervise DV Staff and leads to a positive work environment.
  • Prepare management reports and make presentations of results and analysis, as necessary.

The following must also be met by the DV Supervisor:

  • Receive feedback from team leaders and provide feedback if needed and apply the feedback received to their daily activities
  • Drive themselves with all integrity
  • Contribute to reaching the department goals and metrics
  • Adhering to all company policies and procedures
REQUIREMENTS
  • Bilingual skills (Fluent English B2 or higher / Spanish)
  • Outstanding problem-solving capabilities
  • Able to assess team member performance and implement action plans
  • Communicate (verbally and written) effectively with all levels within the organization and recommend improvements when necessary
  • Able to identify and resolve issues
  • Focus on the details
  • Adaptability to a changing environment
  • Quick thinker, with an ability to understand and interpret information promptly and effectively
  • Organized

 

Required Experience:

  • +6 months experience in call center
  • Leadership experience
  • Schedule availability
  • High School Diploma

Required knowledge:

  • Proficiency with computers, especially with CRM software, and strong typing skills.
  • Proficient in Microsoft Office applications (Microsoft Outlook, Word, Excel, and PowerPoint).

We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate.

 

California applicants can find a copy of Oportun's CCPA Notice here:  https://oportun.com/privacy/california-privacy-notice/.

 

We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI’s Internet Crime Complaint Center (IC3).

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The Company
HQ: San Carlos, CA
3,057 Employees
Year Founded: 2005

What We Do

Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its members more than $2 billion in interest and fees, and automatically helped members set aside more than $7.2 billion for rainy days and other needs. In recognition of its responsibly designed products, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009.

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