{"id":810,"date":"2021-08-18T11:59:48","date_gmt":"2021-08-18T18:59:48","guid":{"rendered":"http:\/\/www.veri-tax.com\/?page_id=810"},"modified":"2024-01-11T11:49:50","modified_gmt":"2024-01-11T19:49:50","slug":"mid-sized-bank","status":"publish","type":"page","link":"https:\/\/www.veri-tax.com\/success-stories\/case-studies\/mid-sized-bank\/","title":{"rendered":"Mid-Sized Bank"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#333333″ global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”#FFFFFF” custom_margin=”||0px|||” global_colors_info=”{}”]<\/p>\n

Case Study:<\/p>\n

[\/et_pb_text][et_pb_text admin_label=”Page Title” _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” header_font=”|700|||||||” header_text_color=”#333333″ header_font_size=”40px” custom_margin=”||-1px|||” global_colors_info=”{}”]<\/p>\n

Mid-Sized Bank<\/span><\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” text_font=”Pacifico|700|||||||” text_text_color=”#F78E1E” text_font_size=”30px” text_line_height=”1.5em” custom_margin=”||||false|false” custom_padding=”||||false|false” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Customer Happiness Success Story<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” header_3_font=”|600|||||||” header_3_text_color=”#FFFFFF” global_colors_info=”{}”]<\/p>\n

Favorite Features<\/h3>\n
    \n
  • Customer Happiness Team<\/li>\n
  • Detailed Reporting<\/li>\n
  • Faster Turn Around<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.veri-tax.com\/wp-content\/uploads\/2021\/08\/mid-sized-bank.gif” alt=”Mid-Sized Bank” title_text=”mid-sized-bank” _builder_version=”4.16″ _module_preset=”default” module_alignment=”left” max_height=”181px” custom_margin=”||40px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”About Paragraph” _builder_version=”4.16″ _module_preset=”8aeb04f3-3bf1-458a-be21-5c4133fdf218″ global_colors_info=”{}”]<\/p>\n

    Situation<\/h3>\n

    A full service commercial bank has been the #1 mortgage lender in its region and differentiates by its excellent and personalized service. The bank had reasonably decided to perform its income and employment verifications in-house for better end to-end control. But, with over 2,500 mortgage loans processed a year, the bank struggled with its growth.<\/p>\n

    [\/et_pb_text][et_pb_text admin_label=”About Paragraph” _builder_version=”4.16″ _module_preset=”8aeb04f3-3bf1-458a-be21-5c4133fdf218″ global_colors_info=”{}”]<\/p>\n

    Challenge<\/h3>\n

    In particular, the income and employment verifications were inconsistent<\/span> across the bank\u2019s loan processors impairing the efficiency of underwriting downstream. The lack of process control and tracking<\/span> resulted in critical data being lost in the shuffle and the duplication of efforts. Other inefficiencies<\/span> including turnaround delays<\/span> also risked mortgage loan closing time frames.<\/p>\n

    [\/et_pb_text][et_pb_text admin_label=”About Paragraph” _builder_version=”4.16″ _module_preset=”default” header_3_font=”|700|||||||” header_3_text_color=”#F78E1E” global_colors_info=”{}”]<\/p>\n

    Solution<\/h3>\n

    By partnering with Veri-Tax for their income and employment verifications, the bank was able to take the pressure off their loan processors and free them up to better serve their customers and generate more business. A more streamlined verification process resulted in over a 33% increase in productivity<\/strong><\/span>. The bank has also gained greater process control and understanding through the detailed reporting and expertise of Veri-Tax. Finally, the bank is reassured that its marketplace brand with the employers of its customers will be protected by Veri-Tax and its \u201ccustomer happiness\u201d culture. In fact, the bank\u2019s favorite new feature is the Veri-Tax Customer Happiness Team that is readily available whenever assistance is needed. “If there is a problem, they’re able to fix it!”<\/span><\/p>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Midwest, USA” use_icon=”on” font_icon=”||divi||400″ image_icon_width=”60px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_font_size=”30px” text_orientation=”center” module_alignment=”center” custom_margin=”||60px||false|false” custom_padding=”30px|30px|30px|30px|true|true” border_width_all=”1px” border_color_all=”#F78E1E” icon_font_size=”60px” locked=”off” global_colors_info=”{}”]<\/p>\n

    2,500+<\/strong> Mortgage Loans a\u00a0 Year<\/h4>\n

    [\/et_pb_blurb][et_pb_testimonial quote_icon_color=”#F78E1E” quote_icon_background_color=”#FFFFFF” use_icon_font_size=”on” icon_font_size=”60px” _builder_version=”4.16″ _module_preset=”default” body_font=”||||||||” body_text_color=”#FFFFFF” body_font_size=”18px” author_font_size=”16px” position_font_size=”12px” company_font_size=”12px” background_color=”#F78E1E” custom_margin=”||60px|||” custom_padding=”50px||||false|false” border_color_all=”#F78E1E” global_colors_info=”{}”]<\/p>\n

    [Our] loan processors are able to generate more business<\/strong> instead of worrying about verifications of employment.<\/p>\n

    [\/et_pb_testimonial][et_pb_blurb title=”Download the PDF” url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9hdHRhY2htZW50Iiwic2V0dGluZ3MiOnsicG9zdF9pZCI6Ijk3OSJ9fQ==@” url_new_window=”on” use_icon=”on” font_icon=”||divi||400″ icon_placement=”left” _builder_version=”4.16″ _dynamic_attributes=”url” _module_preset=”default” header_text_color=”#F78E1E” global_colors_info=”{}” header_text_color__hover_enabled=”on|hover” header_text_color__hover=”#333333″ icon_color__hover_enabled=”on|hover” icon_color__hover=”#333333″][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

    Case Study:Mid-Sized BankCustomer Happiness Success StoryFavorite Features Customer Happiness Team Detailed Reporting Faster Turn Around Situation A full service commercial bank has been the #1 mortgage lender in its region and differentiates by its excellent and personalized service. The bank had reasonably decided to perform its income and employment verifications in-house for better end to-end […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":786,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-810","page","type-page","status-publish","hentry"],"yoast_head":"\nMid-Sized Bank - Veri-Tax, Inc.<\/title>\n<meta name=\"description\" content=\"By partnering with Veri-Tax for their income and employment verifications, the bank was able to take the pressure off their loan processors and free them up to better serve their customers and generate more business.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.veri-tax.com\/success-stories\/case-studies\/mid-sized-bank\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mid-Sized Bank - 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