CV3 Financial Services

Account Manager

CV3 Financial Services

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $24 - $27 per hour

Job Level

Junior

About the role

  • 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.

Requirements

  • High School diploma or GED; college degree strongly preferred.
  • Minimum 1 year experience in mortgage origination, preferably in private/hard money space.
  • Non-agency product preferred
  • Working knowledge and use of MS Office (specifically Outlook, Excel and Word), imaging system and the internet.
  • Experience working with a Loan Operating System is a plus.
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: PTO, birthday gift card and the day off, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks, an on-site dog park at our headquarters, company swag, stipends, and much more!
Applicant Tracking System Keywords

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

Hard Skills & Tools
loan processingdocument verificationquality assurancedata collectionmortgage originationnon-agency productsprivate money lendingpipeline management
Soft Skills
communicationresponsivenessattention to detailsupporting peersproblem-solving
Certifications
High School diplomaGED