- Complete and review all sales and finance documents with all new and upgrading owners.
- Ensure timely collection and processing of any information required by the company and or Finance By Wyndham, in order for the company to approve the Application for Vacation, Credits, and for Finance by Wyndham to complete the loan assessment process supporting the purchase of Vacation Credits.
- Observe and identify any compliance concerns, patterns or any other issues detrimental to maintaining business retention and communicate such with the Site Project Directors and or Quality Assurance Manager (where applicable), and conduct appropriate training with staff, or work with the site dedicated trainer.
- Active participant in sales and site management meetings.
- Any other duties as assigned by the Director Business Retention and Discovery and or, Quality Assurance Manager (where applicable).
- Provide pre and post-sale HEART! Service to ensure retention of the business and ensure compliance with all regulatory, Finance and business processes, policies and procedures.












