Sales Administration Associate

Generic Expected Contributions

• Performs tasks as assigned, to contribute to team, department, and/or business results.
• Ensure quality contract document procedures and suggest improvements.
• Have a thorough understanding and knowledge of the product.
• Ensure contract documentation is accurate and provides correct representation.
• Protect Personally Identifiable Information (PII) as outlined by the Company's Policies.
• Performs other duties as appropriate.

Specific Expected Contributions

• Receives and checks for legibility and accuracy of the completed Purchase Summary Worksheet and Contract documents from Sales Associates.
• Follows established operational procedures for Identity Verification and OFAC/CDC checks as required.
• Acting on financing information received, completes file with required backup verification documentation. Informs Sales Management on any related issues.
• Follow through on cancellations, defaults, and non-qualifications.
• Responsible for assuring all contracts are processed and batched "Ready to Close" to the closing team in a timely manner.
• Responsible for scanning all Ready to Close contracts to Documentum.
• Ensure quality in areas such as rescissions, pricing, minimum deposit requirements contract switches (Upgrade or downgrade in level of points), etc.
• Enforcement of any procedures put in place to ensure all contract documents are reviewed prior to execution and again following the execution of the documents.
• Produces prompt accurate sales contract documents and provides them to Sales Associates.
• Follows Standard Operating Procedures for all daily required tasks relating to the New Owner Administration Department.
• Coordinates with the Closing team and Sales team on any changes and modifications to contract documents.
• Communicate with the Marketing and Sales Department regarding the status of contracts, file document requirements, and follow up.
• Provides assistance to the New Owner Administration team.
• Produces daily and weekly reports as requested, relative to sales, cancellations, missing documentation, and defaults.
• Ensures proper filing and storage of contract documents.
• Ensures compliant working practices and security within the New Owner Administration working area.
• Ensures quality processes and upholds controls in the following areas:
• Pricing
• First-Day Benefits
• Contract Execution
• Rescissions
• Minimum down payment requirements
• Contract switches (upgrade or downgrade in Points levels)

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