CV3 Financial Services · 15 hours ago
Loan Operations Associate
United States
Full-time
Remote
New Grad, Entry Level
$20/hr - $23/hrCV3 Financial Services is a lender focused on providing financing for non-owner-occupied investment properties. The Loan Operations Associate is responsible for completing standardized operational tasks within the loan lifecycle, including data entry and document management, while ensuring compliance with internal policies and maintaining accurate loan records.
Financial Services
Responsibilities
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
Qualification
Required
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
Strong attention to detail and accuracy
Ability to follow written instructions, procedures, and standardized workflows
Comfort performing repetitive tasks with consistency and reliability
Effective time management to meet deadlines and productivity goals
Ability to work independently with minimal supervision once trained
Dependability and accountability for assigned work
Ability to prioritize tasks within defined queues or worklists
Maintains focus in a fast-paced, high-volume environment
Receptive to coaching, feedback, and performance monitoring
Understands the importance of data integrity and system accuracy
Maintains professionalism with limited communication requirements
Preferred
Associate's degree or higher preferred
Prior administrative, data entry, or operations experience preferred but not required
Experience working in a production- or metric-driven environment preferred
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)
PTO
Birthday and work anniversary gift cards
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
Company
CV3 Financial Services
CV3 Financial Services is a private lender providing business purpose loans for non-owner-occupied properties to real estate investors.
Founded in 2023
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
William J. Tessar
CEO and President
Company data provided by crunchbase