Bilingual Sales Coordinator - Montréal, Canada - Vault Credit Corporation
Description
Who we are:
Vault is a non-bank private lending company offering a wide array of financial services such as mortgage, equipment leasing and lending products.
Submission Process:
- Perform administrative tasks related to the submission of a funding file and proceed with data entry, if applicable.
- Audit all documentation to ensure it meets internal requirements.
- Conduct verifications on supporting platforms. (ESC, Corporate Registry, Perfect Audit, Salesforce)
- Validate and enter all pertinent information on the submission to ensure proper visibility for the credit department.
- Assist in fraud prevention within submissions by correlating documentation.
- Determine documentation that causes friction with customers and make suggestions on how to improve.
Sales Support:
- Act as a liaison between sales and the credit department regarding SLA's and initial decisions.
- Support Account Executives to complete the files
- Effectively deescalate complaints from internal sales representatives with professionalism and integrity.
- Work independently within a team to ensure service levels are continuously being met.
- Follow up with internal departments on funding status and deadlines.
- Provide training to sales team to help improve the accurate completion of documentation.
Auditing & Funding:
- Complete funding package with accuracy to facilitate the correct transfer of information to accounting Department.
- Ensure compliance with company policy and procedures tied to the individual loan
- Answer any and all questions or concerns from the reps with regards to their individual files.
- Validate all documentation & register the necessary that is required to ensure accuracy of the transaction
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