Loan Operations Associate

🔥 10 minutes ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

CV3 Financial Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2023

💸 Finance

🏠 Real Estate

💳 Fintech

Finance • Real Estate • Fintech

CV3 Financial Services is a lending company specializing in financing solutions for real estate investors. They offer a variety of loan options, including bridge loans, rental loans, rehab financing, and ground-up construction loans, with an emphasis on maximizing ROI for their clients. With a focus on customer service, CV3 aims to provide a quick and efficient loan processing experience to help their clients grow their businesses and investment portfolios.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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