Documentation/Closing Specialist, CELF Closing

 

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Who We Are:
Crossroads Equipment Lease & Finance, LLC, is a wholly owned subsidiary of the Velocity Vehicle group, one of California’s largest commercial vehicle dealers. Established in 2006, and based in Rancho Cucamonga, California, Crossroads engages in the business of commercial medium and heavy-duty truck financing and leasing. We offer operating and finance leasing as well as direct financing to our commercial customers. Crossroads has experienced dynamic growth, expanding our portfolio and developing relationships with transportation companies that have locations outside the state of California, expanding our finance products to all states to service these customers.

What’s in it for You:
Crossroads is a fast paced and growing organization that is looking for candidates that are ready for a daily challenge and cannot wait to provide superior customer service both internally and externally. VVG offers fantastic Culture in an easy-going family-like business as well as competitive pay, 401K W/Match, Medical, Dental, & Vision benefits.

What You'll Do:
The documentation and funding specialist is responsible for all aspects of the Documentation Administration function, to include precursory data input for documentation and funding preparation. The main tasks include data entry, file maintenance and organization, stipulation tracking and review, title package submittal, setting up wires to vendors and communicating with various departments.

Job Duties

• Prepares documentation and funding packages
• Updates sales and vendors on outstanding stipulations
• Prioritizes work flow based on daily doc due times, funding cut offs and month end priorities
• Ensures files are properly prepared and free of duplications
• Ensures all credit approvals and documentation are properly executed and signed off
• Reviews of data received for accuracy
• Inputs data into Aurora/Salesforce on active transactions
• Performs other tasks as required
• Assists in other documentation and funding areas, filing and scanning
• Communicates with various departments on status of files
• Communicates with customers and dealers as needed
• Familiarizes self on Crossroads documentation package along with formal training

Data Entry/Preliminary File Review Duties

• Works in Aurora/Salesforce to prep files for documentation
• Reviews files for accuracy and completion coming from credit department

Documentation/Closing Preparation Duties

• Prepares and processes lease and retail contracts and supporting documents
• Reviews executed lease and retail documents for completeness and accuracy for funding
• Reviews and follows-up for stipulations to ensure compliance
• Prepares and submits funding documentation
• Understands basic grant and loan programs offered by state
• Interfaces with other departments and business partners

Stipulation Tracking and Review Duties

• Reviews of stipulations that come in from Sales and/or Dealers
• Inputs data into Aurora/Salesforce for completed stipulations
• Works with management on obtaining documentation of requested waivers for file compliance
• Reports & follows up with sales team, vendors & outside parties for outstanding stipulation items

Special Accountability

• Ensures that internal controls are properly instituted.
• Ensures that internal controls are properly exercised
• Ensures compliance to all jurisdictional/regulatory requirements
• Produces a high caliber of work with a minimal error rate

Skills and Qualifications

• B.A. recommended but not required
• Minimum of two (2) years previous documentation work experience required
• Transportation/Commercial vehicle lending experience recommended but not required
• Ability to multi-task
• Ability to take directions from multiple sources
• Excellent verbal and written communication skills
• Effectively reacts to Executive Management requirements in a timely manner
• Strong Microsoft Word and excel software use
• Proactive, hands-on attitude
• Attention to detail, emphasis on accuracy and strong sense of urgency

Compensation:
$27 - $34 per hour depending on experience.

Benefits Velocity Vehicle Group Offers:

• Fantastic Culture in an easy-going family-like business
• 401k + match
• Health, Dental & Vision Insurance + HAS & FSA
• Employer paid Life Insurance
• PTO
• Sick Leave
• Company perks such as employee discounts, company events and training programs

This job description is intended to describe the general nature, complexity, and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company.

Velocity Vehicle Group is an equal opportunity employer. Velocity Vehicle Group prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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