Associate Loan Processor

Job Type

Full-time

CV3 Financial Services provides financing for non-owner-occupied investment properties, providing flexible loan solutions combined with the experience our customers can trust.

CV3 is more than just a lender. We partner with our customers to accelerate real estate opportunities and are invested in their success. We leverage the best technology to eliminate complexity and simplify the loan process, while never losing sight of the value of building personal relationships with our customers.

We’ve set the bar high. The aspirational mission is to be the #1 choice as a trusted capital partner for real estate investors. We are ready when you are!

Great people make great companies. CV3 has nurtured a people-first culture, an entrepreneurial team, and a disciplined craft that fuels innovation and delivers results. We create lasting client relationships based on trust and transparency. We cultivate these relationships by taking amazing care of our people and our customers. Above all, what sets us apart are our five Core Values, which guide everything we do.

The Associate Loan Processor is responsible for assisting Account Managers (AMs) in receiving new loan submissions and coordinating the closing of the loan within a specified time frame. The daily functions include, but are not limited to, verifying borrowers’ information, verifying loan rates, and collecting all necessary data.

• 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 elevate 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.

• High School diploma or GED; college Degree strongly preferred.
• Experience in mortgage origination, preferably in the private/hard money space preferred.
• Non-agency product preferred but not required.
• Working knowledge and use of MS Office (specifically Outlook, Excel, and Word), imaging system, and the internet.
• Experience with a Loan Origination System (LOS), e.g., Mortgage Cadence, preferred but not required.

• 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

We have earned the reputation as an exceptional workplace, designed with the deepest intentions for you to thrive. We are committed to being a transparent environment where team members are encouraged to ask questions, be heard, and never stop learning. We foster an inclusive and supportive environment where creativity and innovation thrive.

We invest in our team members' growth and development. You will have access to ongoing training, mentorship, and opportunities to expand your skill set and advance your career.

Join us in making a meaningful…