Loan Operations Associate

Description

CV3 Financial Services is a leading private lender specializing in financing non-owner-occupied investment properties. We combine flexible lending solutions, innovative technology, and personalized service to help real estate investors move quickly and confidently.

At CV3, we're more than a lender—we're a trusted capital partner committed to simplifying the loan process while building lasting relationships. Guided by our core values and entrepreneurial spirit, we're driven to deliver exceptional results for our customers every day.

This is a temporary, short-term assignment offering the opportunity to contribute to a fast-paced, collaborative team while supporting our mission to be the preferred lending partner for real estate investors. This position is not eligible for company-sponsored benefits.

General Purpose

The Loan Operations Associate is an administrative role responsible for completing standardized operational tasks within the loan lifecycle. This position focuses on accurate data entry, system updates, document management, and status maintenance within internal loan systems. The role is primarily execution-based, with limited internal communication and little to no direct interaction with clients or external parties. Performance is measured by accuracy, productivity, turnaround time, and adherence to established metrics and service-level standards.

Essential Duties And 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
• 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

REQUIRED AND PREFERRED QUALIFICATIONS:

• 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.
  
  

Necessary Knowledge, Skills, Abilities And Competencies

• 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