Sales Administration Associate

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:
o Pricing
o First-Day Benefits
o Contract Execution
o Rescissions
o Minimum down payment requirements
o Contract switches (upgrade or downgrade in Points levels)