Handled By: Customer Support Supervisors
Background: There may be instances where Great America requests a loan verification form to be completed by EverBright.
These requests are typically sent directly toHerve.Woods. However, if no response is received, Great America will email Support. If an email/Jira ticket is received, assign it to Cassandra MercadoSabin Abad (Unlicensed)Logan Teague. Once the Customer Support Supervisor reviews the Jira ticket, they will remove PPI information such as social security number, close the Jira ticket, and continue communication/response via personal EverBright email. To complete the loan verification form, PDF Editor is required. If the Customer Support Supervisor cannot complete it, contactCassandra Mercado.
Process Overview
STEP | ACTION |
1 | Verify customer information on the form as an EverBright customer and confirm loan information (such as account number, account name, balance, term, etc) provided by Great America. Reminder: If the original request was received through a Jira ticket, be sure to remove PPI information such as social security number, close the Jira ticket, and continue communication/response via personal EverBright email. |
2 | Once information is confirmed, complete the “Verified By” or “Authorized Signature” section of the form through PDF Editor (if not able to complete it, contact Cassandra Mercado. Typically, information requested is but not limited to:
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3 | Reply to original email with the loan verification form completed and attached. |
Examples of Loan Verification Forms Completed
