CV3 Financial Services

Loan Operations Associate

CV3 Financial Services

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $20 - $23 per hour

About the role

  • 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

Requirements

  • High school or GED required, associate’s degree or higher preferred.
  • Entry-level role; prior administrative, data entry, or operations experience preferred but not required
  • Experience working in a production- or metric-driven environment preferred
  • Working knowledge of MS Office, specifically Outlook.
  • Exposure to workflow systems, databases, or loan operating systems (LOS) preferred.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrydocument uploadssystem updatesloan operating system (LOS)checklist-driven tasksattention to detailproductivity metricsquality metricsturnaround-time metricsworkflow systems
Soft Skills
organizational skillstime managementattention to detailproblem-solvingcommunication skillsadaptabilityteam collaborationcompliance adherencetask managementescalation of issues
Certifications
high school diplomaGEDassociate's degree