Leasing Fulfillment Officer
3 weeks ago
**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. Vault has a devoted team of experts with years of experience in both financial services and real estate. We deliver products and services that meet our borrowers' diverse needs quicker and easier than traditional sources
Are you a detailed orientated person who can operate in a fast-paced environment and has the interpersonal skills to work with third-party brokers?
We are looking for an **Equipment Leasing Fulfillment Officer** to join our team. You will have direct ownership of your files and be responsible for ensuring that the required documentation is compliant for funding.
**Duties and Responsibilities**
- You have direct ownership of your files and will be responsible for ensuring that the required documentation is compliant for funding.
- Manage Broker relationships with an emphasis on service.
- Audit all assigned documentation packages promptly to meet customer expectations.
- Ensure accuracy and compliance with company policy and procedures, including compliance with individual broker rate cards.
- Complete audit calls to verify lease information.
- Register security under PPSA to ensure perfection. Conduct searches and obtain waivers where required.
- Complete the funding checklist with accuracy to ensure the correct transfer of information to the accounting department.
- Follow-up, both internal and external, on deficiencies and provide ongoing status updates on funding within prescribed deadlines.
- Problem-solving and tactfully handling challenging interactions with Brokers. By efficiently deescalating complaints from brokers and internal sales representatives with professionalism and integrity always.
**Skills Knowledge & Experience**
- Ability to prioritize, multi-task, organize, and execute in a fast-paced environment
- Detail orientated, with excellent organizational and follow up skills
- Strong written and oral communicator
- Personable and professional
- Successfully adapts to changing situations
- Works independently within the team
- Proficient in Microsoft Office
- University degree or equivalent
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