Loan Operations Associate

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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.