Bilingual Sales Coordinator
1 month 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
**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 de-escalate 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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