Loan Operations Associate

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CV3 Financial Services

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2023

💸 Finanças

🏠 Imobiliário

💳 Fintech

Finance • Real Estate • Fintech

A CV3 Financial Services é uma empresa de crédito especializada em soluções de financiamento para investidores imobiliários. Eles oferecem uma variedade de opções de empréstimo, incluindo empréstimos ponte, empréstimos de aluguel, financiamento de reabilitação e empréstimos para construção do zero, com ênfase em maximizar o ROI para seus clientes. Com foco no atendimento ao cliente, a CV3 visa fornecer uma experiência de processamento de empréstimo rápida e eficiente para ajudar seus clientes a crescerem seus negócios e portfólios de investimento.

Descrição

• Complete assigned administrative tasks related to loan files, including data entry, document uploads, and system updates • Accurately updates the Loan Operating System (LOS) and related tools to reflect current loan status, milestones, and required data fields • Manage assigned work queues and tasks to ensure timely completion within defined service-level agreements (SLAs) • Index, label, and organize documentation in accordance with established standards and naming conventions • Ensure loan records are complete, accurate, and consistently reflected across internal systems • Execute checklist-driven tasks with a high level of attention to detail and consistency • Identify missing, incomplete, or inconsistent information and flags items for review following documented procedures • Meet or exceed individual productivity, quality, and turnaround-time metrics • Follow standard operating procedures, job aids, and workflows without deviation • Maintain compliance with internal policies, regulatory requirements, and data security standards • Use internal dashboards, reports, and tools to track progress and task completion • Adjust work pace as needed to meet daily and monthly operational demands • Participate in required training to learn systems, processes, and performance expectations • Escalate system issues, exceptions, or task blockers to leadership as directed • Perform additional administrative or operational duties as assigned to support loan operations • Demonstrate the highest level of confidentiality and exercise sound judgment when handling sensitive information, including personal data, loan information, financial records, business information, and other proprietary materials.

🎯 Requisitos

• High school diploma or GED required; associate's degree or higher preferred. • Working knowledge of mortgage loan documentation, document review, funding, and closing processes is required. • Experience reviewing loan files for accuracy, completeness, and compliance prior to funding is strongly preferred. • Experience working in a production- or metrics-driven environment. • Proficiency with Microsoft Office, particularly Outlook. • Experience using loan origination systems (LOS), workflow systems, and mortgage-related databases preferred.

🏖️ Benefícios

• This position is not eligible for company-sponsored benefits.