CV3 Financial Services

Account Manager

• Responsible for receiving new loan submissions and coordinating closing of the loan within a specified time frame.
• Verifying borrower’s information, loan rates, and collecting necessary data.
• Provides support to account executives across all channels.
• Assists with loan processing and gains knowledge of document verification.
• Maintains accurate pipeline of loans, learning facets of responsiveness and detail.
• Performs daily follow-up on all deals currently in process.
• Reviews files for quality assurance and verification of needed documents.
• Communicates status and escalates concerns as necessary.
• Supports development of peers and self.

Compliance

• Reviews loan applications for completeness, accuracy of information, required licensing and regulatory reporting.
• Assists in the completion and delivery of all federal and state initial disclosures.
• Conducts compliance reviews pursuant to the organization’s origination manual.
• Keeps departments/lines-of-business abreast of Compliance requirements.
• Support in the creation of Disclosure Department policies and procedures.
• Helps ensure alignment of loan origination systems to support lending activities and satisfy regulatory imperatives.
• Ensures the Disclosure Desk maintains required turn times.
• Maintains rapport with departments and personnel.
• Maintains quality service by establishing and enforcing organizational standards.
• Perform other duties as assigned.
• Advises management of all application/file inconsistencies, as it pertains to Compliance.
• Aids in any required file remediation.

Account Manager

Compliance Specialist