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
- Responsible for supporting originators in terms of applications, funding, communication to achieve established SLA’s in terms of turnaround time, accuracy including system usage.
- Accurate review of documentation for compliance and adherence within business risk tolerance parameters.
- Duties include Register PPSA, pull lien searches and advise sales representatives of required waivers.
- Ensure the deficiency process is followed and consistently address outstanding items within the SLA requirement.
- Liaise with broker partners where required on specific transactions and in general to support the originator relationship.
- Problem-solving and tactfully handling challenging interactions with Brokers. By efficiently deescalating complaints from brokers and internal sales representatives with professionalism and integrity always.
- Complete audit calls to verify lease information.
- Understand Vaults business and the process and policies and auditing guidelines.
- Integrate new processes and procedures, including adopting and applying system automation.
- Timely escalation when issues arise and proactive follow-up to resolve issues.
- Share process improvement recommendations to your Team Lead.
- Be a positive team player.
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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Equipment Leasing Fulfillment Officer. Vault is a non-bank private lending company offering a wide array of financial services such as mortgage, equipment leasing and lending products. ...
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