Loan Operations Associate

CV3 Financial Services

Loan Operations Associate focusing on operational tasks in the loan lifecycle at CV3 Holdings. Responsible for data entry, system updates, and document management in a fully remote setting.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $24 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

High school diploma or GED required; associate's degree or higher preferred.
Working knowledge of mortgage loan documentation, document review, funding, and closing processes is required.
Experience reviewing loan files for accuracy, completeness, and compliance prior to funding is strongly preferred.
Experience working in a production- or metrics-driven environment.
Proficiency with Microsoft Office, particularly Outlook.
Experience using loan origination systems (LOS), workflow systems, and mortgage-related databases preferred.

Benefits

Comp & perks

This position is not eligible for company-sponsored benefits.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data entrydocument uploadssystem updatesloan documentation reviewfunding processesclosing processesaccuracy reviewcompliance reviewchecklist-driven tasksmetrics-driven environment

Soft Skills

attention to detailtime managementconfidentialitysound judgmentorganizational skillscommunication skillsproblem-solvingadaptabilityteam collaborationtask prioritization

Certifications

high school diplomaGEDassociate's degree