CV3 Financial Services · 4 weeks ago
Associate Loan Processor
United States
Full-time
Remote
New Grad, Entry Level
$20/hr - $25/hrCV3 Financial Services provides financing for non-owner-occupied investment properties, offering flexible loan solutions and a commitment to customer success. The Associate Loan Processor will assist Account Managers in processing loan submissions and coordinating loan closings, ensuring all necessary documentation is verified and collected.
Financial Services
Responsibilities
Provides support to all channels (Retail and Wholesale) Account Managers
Assists AMs with loan processing, documentation requests, and completion, and gains knowledge of document verification in preparation to fund loans, including initial disclosures
Supports the AM team with ordering and follow-up of documentation from third-party vendors
Track to make sure all conditions are satisfied. Informs AMs of missing documentation and provides follow-up steps
Reviews files with an eye for quality assurance and verification that all pertinent documents are included
Assists AMs with their communication with customers, professionals, managers, AE’s, Underwriters, Funders, and third-party vendors. Holds confidence to communicate the status of activity and escalate issues of concern
This position may involve handling confidential and sensitive information as part of its daily responsibilities. Employees are expected to exercise discretion and protect all sensitive data, including but not limited to personal information, loan details, business and financial records, and proprietary materials
Qualification
Required
High School diploma or GED
Working knowledge and use of MS Office (specifically Outlook, Excel, and Word), imaging system, and the internet
Possesses strong organizational and multi-tasking skills
Flexible and ability to adapt to change quickly
Strong verbal and communication skills
Possesses the ability to apply critical thinking and problem-solving skills
Must show strong initiative
Must work well in a fast-paced, team-driven environment
Thinks ahead and anticipates needs based on prior experience
Makes efforts to act in advance to prepare for situations or prevent them
Customer and client focus
Preferred
College Degree strongly preferred
Experience in mortgage origination, preferably in the private/hard money space preferred
Non-agency product preferred but not required
Experience with a Loan Origination System (LOS), e.g., Mortgage Cadence, preferred but not required
Benefits
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 and work anniversary gift cards
Community outreach opportunities
Access to Doordash’s Dash Pass
Employee discount program - Great Work Perks
An on-site dog park at our headquarters
Company swag
Stipends
And much more!
Company
CV3 Financial Services
CV3 Financial Services is a private lender providing business purpose loans for non-owner-occupied properties to real estate investors.
Founded in 2023
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
William J. Tessar
CEO and President
Company data provided by crunchbase