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Full-timeDescriptionCV3 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.
With the aspirational mission to be the #1 choice as a trusted capital partner for real estate investors. We are ready when you are!
Our People are Our Power
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.
GENERAL PURPOSE:
The Construction Feasibility Analyst (CFA) is instrumental in analyzing scope of work rehab projects and supporting documentation to eliminate financial risks inherent in construction loan products. The roll works directly with CV3 customers, third party service providers and interdepartmentally before and after a loan closes. As a contributor to construction element credit policies, the CFA monitors and addresses rehab budget quality issues, participating in product and process development and reviewing complex construction loan transactions to make informed lending and investment decisions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provides confirmation of construction budgets, contracts and plans and supports with advice on loan structures to mitigate risk.
- Review and comment on client design plans/speculations, contracts, budgets, invoices, third party feasibility reports and design concepts in the context of feasibility and loan risk.
- Act as liaison between underwriters, credit analysts, sales and clients regarding construction-related issues.
- Create and deliver training for department customers inclusive of a welcome call and loan level coaching.
- Interview and validate borrowers, owners’ representatives and general contractors.
- Analyze disbursement requests category by category and in comparison, to prior disbursements to evaluate project progress and potential risks.
- Coordinate and approve funding draw requests after verifying compliance with loan documents, internal guidelines and inspector reports.
- Obtain verification that lien position is pre.
- Prospective and active client project check-ins which may from time to time include on-site visits.
- 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.
Requirements
DESIRED MINIMUM QUALIFICATIONS:
- Bachelor’s degree in Construction Management, Engineering, or related field.
- Minimum of 3 years’ experience in Construction Management.
- Fluent knowledge of construction loans with construction reserve; familiar with construction terminology.
- Demonstrated knowledge of Microsoft Office products.
- Use of construction budget confirmation systems (i.e., Marshall and Swift Estimator).
NECESSARY KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of draw inspection reports
- Strong organizational, quantitative and problem-solving skills
- Ability to conduct telephone interviews.
- Ability to work in a fast-paced environment and meet deadlines; thoroughly completes tasks.
- Ability to perform multiple assignments without immediate supervision.
- Ability to problem solve and investigate within the company guidelines.
- Excellent verbal and written skills
- Consistently strives to achieve and exceed expectations.
- Strives for excellence and is accountable for area of responsibility.
- Has a curiosity to explore new avenues for growth and/or efficiency.
- Fundamentally hard working
- Exhibits strict customer focus across all activities continuously thinking of ways to enhance the client experience.
What’s in it for you:
Inspiring Culture: 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.
Talent Development:
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.
Impactful Work:
Join us in making a meaningful impact. At CV3, we are a team. A highly motivated group of dedicated, talented people, motivating each other and working together towards our shared and individual goals. We show up. Every Day. For each other and for our customers.
Innovation:
We embrace new ideas and technologies. You will have the chance to work on cutting-edge projects and contribute to solutions that shape our industry.
Work-Life Balance:
We value work-life balance and understand the importance of a healthy and fulfilling personal life. We work with you to determine the best work style for you and CV3.
Benefits Package:
We provide competitive compensation packages and comprehensive benefits to underscore our commitment to the well-being of our team.
- 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)
- 401k Retirement Plan (2 Year Vesting)
- Legal Services
- Virtual Behavioral Health
- Employee Assistance Program (EAP)
Employee Perks:
Beyond our comprehensive benefits package, CV3 provides a diverse array of advantages to our team members. These include flexible PTO, birthday and work anniversary gift cards, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks, an onsite dog park at our headquarters, company swag, stipends, and much more!
At CV3, we are committed to the principles of diversity, equity, inclusion, and equal opportunity. We build teams and grow talent that reflects the diversity of the clients and communities we serve. Diversity of background, experience and perspective adds value and depth to our teams and creates better business results. CV3 is an equal opportunity and affirmative action employer. We take pride in building a workplace culture where all team members feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Qualified applicants with arrest or conviction records will be considered in accordance with the ordinance and the California Fair Chance Act.Experience counts, attitude matters. The range listed is just one component of CV3’s total rewards package for our team members. Other rewards may include quarterly bonuses, role-based incentives, and region-specific benefits. A team member’s position within the listed salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs.
The job description outlined above reflects general details as necessary to describe the primary functions of this job, the level of knowledge and skill typically required, but should not be construed as an all-inclusive listing of work requirements. Individuals may be asked to perform duties other than those mentioned above to cover absences or relief in the appropriate department to equalize peak work periods or otherwise balance the workload. Salary Description$70,000.00 to $85,000.00
