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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.
The aspirational mission is 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 Account Manager II (AM II) is responsible for 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 borrower’s information, verifying loan rates, and collecting all necessary data.
In this position, you will:
- Provides support to all channels (Retail and Wholesale) Account Executives.
- Full responsibility for loan processing and document verification for all loan types and complex loans in preparation to fund loans, including initial disclosures.
- Maintains an accurate pipeline of loans with 20-30 loans at any given time without sacrificing responsiveness, client satisfaction or attention to detail. Demonstrates high prioritization to perform daily follow up on all deals currently in process, ensuring documents are received timely.
- Reviews to ensure that the supported documentation is sufficient for Underwriting to make a decision. Communicates conditions from Underwriting to the borrowers, brokers and AE’s; reviews conditions when they are returned to ensure Underwriting requirements are met and that no red flags arise from the documentation provided. Tracks to make sure all conditions are satisfied.
- Reviews files with an eye for quality assurance and verification that all pertinent documents are included.
- Takes initiative and proactively communicates loan level risks, compensating factors and guidelines with assigned customers, professionals, managers, AE’s, Underwriters, Funders and brokers. Holds confidence to communicate status of activity and escalate issues of concerns.
- Supports development of peers and self.
- 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
Successful candidates will possess:
- High School diploma or GED; college Degree strongly preferred.
- 3+ years’ experience in mortgage origination, preferably in private/hard money space.
- Non-agency product preferred, but not required.
- Proficient knowledge and use of MS Office (specifically Outlook, Excel and Word), imaging system and the internet.
- Experience working with LOS Encompass required.
NECESSARY KNOWLEDGE, SKILLS, ABILITIES AND COMPETENCIES:
- Builds on strong organizational and multi-tasking abilities to handle increased workload complexity.
- Adapts to change quickly while maintaining focus on priorities.
- Communicates effectively, both verbally and in writing, across multiple stakeholders.
- Demonstrates advanced critical thinking and problem-solving skills.
- Consistently takes initiative and identifies opportunities for process improvement.
- Excels in a fast-paced, team-oriented environment, taking on informal leadership when needed.
- Proactively identifies and addresses potential issues, improving outcomes.
- Maintains a strong focus on customer and client satisfaction while balancing internal needs.
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 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)
- 401 (k) 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$24.00 - $27.00 plus monthly incentive
