Note: The job is a remote job and is open to candidates in USA. CV3 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.
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
Skills
- 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
- 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 Overview
Apply Now