
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $80k - $96k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Analyst
👻 Ghost score 0%
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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.
• Analyze scope-of-work rehabilitation projects and supporting documentation to eliminate financial risks in construction loan products • Work directly with CV3 customers, third-party service providers, and internal departments before and after loan closing • Confirm construction budgets, contracts, and plans • Advise on loan structures to mitigate risk • Review and comment on client design plans/specifications, contracts, budgets, invoices, third-party feasibility reports, and design concepts for feasibility and loan risk • Liaise between underwriters, credit analysts, sales, and clients regarding construction-related issues • Create and deliver department-customer training, including welcome calls and loan-level coaching • Interview and validate borrowers, owners’ representatives, and general contractors • Contribute to construction-element credit policies • Participate in developing future policies and procedures • Assist in training CFA I • Protect confidential and sensitive personal, loan, business, financial, and proprietary information
• Bachelor’s degree in construction management, Engineering, or related field • 3-5 years’ experience in Construction Management • Advanced knowledge of construction loans with construction reserve • Familiarity with construction terminology • Demonstrated knowledge of Microsoft Office products • Fluent use of construction budget confirmation systems, such as Marshall and Swift Estimator • Knowledge of draw inspection reports • Excellent organizational, quantitative, and problem-solving skills • Ability to conduct telephone interviews • Ability to work in a fast-paced environment and meet deadlines • Ability to complete tasks thoroughly • Ability to perform multiple assignments without immediate supervision • Ability to problem solve and investigate within company guidelines • Advanced verbal and written skills • Strict customer focus • Leadership qualities • Ability to handle confidential and sensitive information discreetly
• Ongoing training, mentorship, and opportunities to expand your skill set and advance your career • Health Insurance • HSA Account • Accident Insurance • Critical Illness Insurance • Hospital Indemnity Insurance • Dental Insurance • VSP Vision Insurance • Flexible Spending Accounts (FSA) • Group Paid Life and AD&D Insurance • Supplemental Coverage • Company Paid Long-Term Disability and Short-Term Disability (Non-CA) • 401 (k) Retirement Plan (2-Year Vesting) • Legal Services • Virtual Behavioral Health • Employee Assistance Program (EAP) • PTO • Birthday gift card and the day off • Community outreach opportunities • Access to Doordash’s Dash Pass • Employee discount program - Great Work Perks • Onsite dog park at headquarters • Company swag • Stipends • Competitive compensation packages and comprehensive benefits • Flexible work style determined with the employee and CV3
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