2 meilleures offres (financial services representative, montréal, qc) (à pourvoir)

Bilingual Sales Manager
Vault Credit Corporation —Montréal, QC
- Temps plein
- Bilingue
- Anglais
- Services financiers
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Customer Service Representative
BMO Financial Group —Kirkland, QC
- De 34 750 $ à 47 250 $ par an
- Temps partiel
- Vente
- Pas d'expérience requise
- Compétences en communication
- Bourses d'Études
- Assurance Vie
4 h

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We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and…
De 52 650 $ à 87 750 $ par an
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial services representative (montréal, qc)

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Bilingual Sales Manager

Vault Credit Corporation
Montréal, QC

Postuler rapidement

Détails du poste

Temps plein

Compétences

Bilingue
Français
Anglais
Services financiers

Description complète du poste

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!

This position is a hybrid role between both sales and credit departments reporting to the Sr Originations Manager. Your main responsibility will be assisting the funding flow of working capital applications, data entry for those applications and continuously improving the process to maximize efficiency and keeping turn around times low. This position requires the candidate to be bilingual in French and English. Due to the hybrid nature of this role, you need to be adaptable within communications and demonstrate high personality through professionalism. Must be able to keep up in a fast-paced environment.

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.
Manage questions and concerns about the application process to assist the reps in finalizing the process.

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

Thank you for your interest in Vault Credit Corp. Please note that due to the volume of applications, only those under consideration will be contacted for an interview. We are committed to providing accommodations for people with disabilities. Should you require accommodation, we will partner with you to meet your needs.

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