CV3 Financial Services - Account Executive Assistant

CV3 Financial Services

GENERAL PURPOSE

The AE Assistant will assist in reviewing loan packages, ensure all required data is collected and communicate with lenders to obtain necessary documents. The Lending Associate will work alongside a fast-paced team while closely interacting with existing lenders, internal company teams and various third parties involved in financing transactions while cultivating a professional environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support with technology development initiatives.
• Assist in the management of relationships with existing lenders.
• Help train lenders to review, package and submit loans.
• Support in follow-up on a regular basis to ensure consistent deal flow and maintain open communication with all parties involved.
• Review loan submittals for completeness; pre-approve loans that conform to CV3’s Underwriting Guidelines.
• Work closely with Operations team to move loans through Mortgage Cadence efficiently.
• Assist with data entry, filing, and analyzing customer data.
• Contribute ideas and assist to enhance organizational needs.
• Perform other related duties or special ad hoc projects, as assigned.
• Exercise proactive, independent problem-solving abilities to complete work assignments.

REQUIRED AND PREFERRED QUALIFICATIONS

• Bachelor’s degree in accounting, finance, economics or real estate preferred.
• 1-3 years of experience in lending, real estate, finance, or related field required.
• Working knowledge and use of MS Office (specifically Word, Excel and Outlook), imaging system and internet.
• Experience with a Loan Origination System (LOS), e.g., Mortgage Cadence, preferred but not required.

NECESSARY KNOWLEDGE, SKILLS, ABILITIES AND COMPETENCIES

• Strong interpersonal and communication skills, with a professional and approachable demeanor in all interactions
• Clear, concise, and accurate written communication skills for internal and external correspondence
• Excellent organizational skills with the ability to manage competing priorities and deadlines
• Proficiency in Microsoft Office Suite, especially Outlook, Word, PowerPoint, and Excel
• Comfort with navigating IT systems, networks, and web-based tools; ability to troubleshoot or escalate as needed
• Resourceful and efficient at conducting internet-based research to support projects and client needs
• Ability to work well under pressure in a fast-paced environment, maintaining quality and responsiveness
• Flexible and adaptable to changing priorities, with a solution-oriented and proactive mindset
• Demonstrated ability to provide timely, professional, and reliable support to both internal teams and external clients
• Strong attention to detail while managing multiple projects or tasks, particularly in marketing and client-facing deliverables