CV3 Financial Services - Account Executive Assistant

CV3 Financial Services - Account Executive Assistant In order to use this site, it is necessary to enable JavaScript. Here are the instructions how to enable JavaScript in your web browser. All Jobs  >  Account Executive Assistant CV3 Financial Services Apply Account Executive Assistant Fully Remote • Remote Worker - N/A • Sales Type Full-time Description 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.   Requirements 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  Apply View All Jobs Powered by Privacy Policy Payroll & HR Software