Excellent telephone skills and clear written and verbal communication is necessary.Energetic, conscientious and detail-oriented individual who enjoys making a difference, being part of a team and takes pride in their work.Bachelor’s degree is not required, but preferred.Adhere to company policies along with federal regulations and compliance laws.Once a lease has funded, responsible for updating the Opportunity in Salesforce with the final details of the transaction, creating an internal digital closing file & a copy for the customer Help with Front desk coverage including answering the phones, greeting visitors, handling the mail, daily FedEx & UPS drop offs and maintaining office supplies.Obtain & review Lien Searches & generate the appropriate Subordination Letters when necessary.Request & obtain the appropriate insurance certificates for each lease.Create & maintain an invoice summary spreadsheet for each lease.
Create a funding checklist for each lease.Review and edit drafted documents from Salesforce for completeness & accuracy.Generate documentation packages from in compliance with all terms of the financing request.Request and obtain additional customer & vendor information as needed.
0 kommentar(er)
