CV3 Financial Services

Business Intelligence Analyst

• Prepare and deliver monthly, daily, and ad-hoc investor reports for BPL loan portfolios in accordance with investor and warehouse lender requirements.
• Process investor remittances—including P&I, payoff activity, and custodial funds—ensuring accuracy and timeliness.
• Ensure proper application of cash flows, interest calculations, fee reversals, and curtailments across all loan types (bridge, DSCR, fix-and-flip, rental portfolios).
• Partner with servicing operations to ensure collateral, payments, payoffs, and escrow transactions are accurately reflected in investor reports.
• Work closely with capital markets to support loan sales, securitizations, and investor onboarding processes.
• Identify and research reporting anomalies, system issues, or cash imbalances.
• Propose and help implement process improvements to enhance accuracy, efficiency, and investor satisfaction.
• Validate loan-level servicing data, perform quality checks, and monitor exceptions within the servicing system and/or at the sub-servicers.
• Reconcile remittances, custodial account balances, and investor trial balances.
• Maintain compliance with investor guidelines, pooling agreements, servicing contracts, and regulatory reporting rules.

Investor Reporting Analyst

Sales

• The Sales Coordinator partners with an assigned Account Executive to achieve loan production goals through the establishment of ongoing business relationships with mortgage brokers, real estate agents and investors located within the assigned territory.
• Manage pipeline by assisting Account Executive and Account Manager in building files, collecting necessary conditions, managing loan processes, and communicating status to customers.
• Identifies all potential business sources prospects for Account Executive to reach out.
• Organize and manage contacts on behalf of the assigned Account Executive.
• Creates and maintains a social media presence on behalf of the assigned Account Executive
• Resolves client problems and recommends modifications to products/services.
• Knowledge of underwriting guidelines and products and if the loan package is incomplete, can develop a needs list.
• Reviews files and looks for any “red flags” may be in loan documentation to ensure package is sufficient and complete.
• Works directly with investor/borrower to obtain initial documentation sufficient for submission to underwriting.
• Supports assigned AEs throughout course of loan files, which may include follow-up with customers, collecting documents and serving as main internal point of contact for assigned loans.
• Help maintain the AE’s deals in company-wide systems from origination to closing.
• 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.