CV3 Financial Services

Operations

• Complete assigned administrative tasks related to loan files, including data entry, document uploads, and system updates
• Accurately updates the Loan Operating System (LOS) and related tools to reflect current loan status, milestones, and required data fields
• Manage assigned work queues and tasks to ensure timely completion within defined service-level agreements (SLAs)
• Index, label, and organize documentation in accordance with established standards and naming conventions
• Ensure loan records are complete, accurate, and consistently reflected across internal systems
• Execute checklist-driven tasks with a high level of attention to detail and consistency
• Identify missing, incomplete, or inconsistent information and flags items for review following documented procedures
• Meet or exceed individual productivity, quality, and turnaround-time metrics
• Follow standard operating procedures, job aids, and workflows without deviation
• Maintain compliance with internal policies, regulatory requirements, and data security standards
• Use internal dashboards, reports, and tools to track progress and task completion
• Adjust work pace as needed to meet daily and monthly operational demands
• Participate in required training to learn systems, processes, and performance expectations
• Escalate system issues, exceptions, or task blockers to leadership as directed
• Perform additional administrative or operational duties as assigned to support loan operations
• Demonstrate the highest level of confidentiality and exercise sound judgment when handling sensitive information, including personal data, loan information, financial records, business information, and other proprietary materials.

Loan Operations Associate

Accountant

• Responsible for assisting the finance department in creating accurate and timely financial records for the organization.
• Assists with the accounting, reconciliation, reporting, and control functions related to loan servicing activity, including custodial collections, escrow accounts, and servicing-related bank activity.
• Provides financial information by researching, analyzing, and reconciling loan accounting and servicing-related transactions.
• Maintains schedules, compiles reports, and reviews loan accounting transactions.
• Assists with month-end close activities, including journal entries, account reconciliations, variance analysis, and supporting documentation.
• Reconciles general ledger accounts to underlying support.
• Performs analysis of account balances and activity, identifies trends, unusual items, and other discrepancies, and provides clear explanations or escalations as needed.
• Collaborates with Accounting, Treasury, Finance, Servicing, Compliance, and Operations teams.
• Supports state examinations, regulatory reviews, and annual audits by preparing schedules, reconciliations, and transaction support.

Loan Operations Associate

Accountant II, Loan Servicing