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Documentation/closing Specialist

3 months ago

Rancho Cucamonga, California, United States Velocity Vehicle Group Full time

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:

What You'll Do:


As a Documentation & Closing Specialist based ideally at our Rancho Cucamonga, CA headquarters, you will fill a vital role in helping us provide excellent customer service at every step of the closing process.

A Documentation & Closing Specialist's most important responsibility is to provide excellent customer service in everything you do and put the customer first.

Documentation & Closing Specialists are responsible for every aspect of getting a deal across the finish line and the keys to our customers' new trucks in their hands as quickly and accurately as possible.


REQUIRED QUALIFICATIONS

  • B.A/B.S. preferred but not required
  • Minimum of two (2) years previous documentation work experience required
  • Previous transportation or financial services experience preferred but not required
  • Attention to detail, emphasis on accuracy and strong sense of urgency

PRINCIPAL RESPONSIBILITIES

  • Represent the Sales Team internally throughout the Crossroads financing workflow
  • Assist with the prioritization of workflow based on daily deadlines, funding cut offs and month end priorities
  • Primary advocate and single point of contact for funding packages that are being processed by Crossroads originating from your designated team.
  • Conducts supplemental data entry, prepares documentation/signing packages as well as funding packages
  • Works in partnership with the Sales Team as well as directly with the dealerships to collect and validate stipulated prerequisite information
  • Ensures all documentation is properly executed and signed off
  • Ensures our assets are properly secured via a title, ucc or any other method of perfection
  • Reviews all data received for accuracy
  • Communicates with various departments and dealer groups on status of files
  • Understands basic grant and loan programs offered by various state and federal agencies that may be related to commercial truck loans and leases.
  • Ability to multitask and take instruction from multiple sources
  • Practices the "3E" rule (Exhaust Every Effort) to obtain what is needed directly
  • Follows policy and procedures

Compensation:

- $28-$31 hourly depending on experience and qualifications

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.