Sales Coordinator

CV3 Financial Services provides financing for non-owner-occupied investment properties, providing flexible loan solutions combined with the experience our customers can trust.

CV3 is more than just a lender. We partner with our customers to accelerate real estate opportunities and are invested in their success. We leverage the best technology to eliminate complexity and simplify the loan process, while never losing sight of the value of building personal relationships with our customers.

We’ve set the bar high with the aspirational mission to be the #1 choice as a trusted capital partner for real estate investors. We are ready when you are!

Our People are Our Power

Great people make great companies. CV3 has nurtured a people-first culture, an entrepreneurial team, and a disciplined craft that fuels innovation and delivers results. We create lasting client relationships based on trust and transparency. We cultivate these relationships by taking amazing care of our people and our customers. Above all, what sets us apart are our five Core Values, which guide everything we do.

GENERAL PURPOSE:

The Sales Coordinator partners with an assigned Account Executive to achieve loan production goals through the establishment of ongoing business relationships with mortgage brokers, real estate agents and investors located within the assigned territory.

In this position you will:

• Manage pipeline by assisting Account Executive and Account Manager in building files, collecting necessary conditions, managing loan processes, and communicating status to customers.
• Identifies all potential business sources prospects for Account Executive to reach out.
• Organize and manage contacts on behalf of the assigned Account Executive.
• Creates and maintains a social media presence on behalf of the assigned Account Executive
• Resolves client problems and recommends modifications to products/services.
• Knowledge of underwriting guidelines and products and if the loan package is incomplete, can develop a needs list. Reviews files and looks for any “red flags” may be in loan documentation to ensure package is sufficient and complete.
• Works directly with investor/borrower to obtain initial documentation sufficient for submission to underwriting. This includes reviewing loan package and structure to ensure it meets lending criteria.
• Supports assigned AEs throughout course of loan files, which may include follow-up with customers, collecting documents and serving as main internal point of contact for assigned loans.
• Help maintain the AE’s deals in company-wide systems from origination to closing.
• This position may involve handling confidential and sensitive information as part of its daily responsibilities. Employees are expected to exercise discretion and protect all sensitive data, including but not limited to personal information, loan details, business and financial records, and proprietary materials.

Successful candidates will possess:

• High school or GED required, Associate’s degree or higher preferred.
• Minimum 2 years experience in loan processing or similar role, preferably 1 year in private/hard money space.
• NMLS license preferred but not required.
• Working knowledge of MS Office, specifically Outlook.
• Experience using LOS Encompass is preferred but not required.

NECESSARY KNOWLEDGE, SKILLS, AND ABILITIES:

• Attention to detail
• Ability to apply critical thinking and problem-solving skills
• Takes initiative and anticipates needs
• Works well in a fast-paced environment
• Strong organizational skills
• Strong verbal and written communication skills with excellent follow-up
• Highly self-motivated to learn new skills and concepts

What’s in it for you:

Inspiring Culture: We have earned the reputation as an exceptional workplace, designed with the deepest intentions for you to thrive. We are committed to being a transparent environment where team members are encouraged to ask questions, be heard, and never stop learning. We foster an inclusive and supportive environment where creativity and innovation thrive.

Talent Development: We invest in our team members' growth and development. You will have access to ongoing training, mentorship, and opportunities to expand your skill set and advance your career.

Impactful Work: Join us in making a meaningful impact. At CV3, we are a team. A highly motivated group of dedicated, talented people, motivating each other and working together towards our shared and individual goals. We show up. Every Day. For each other and our customers.

Innovation: We embrace new ideas and technologies. You will have the chance to work on cutting-edge projects and contribute to solutions that shape our industry.

Work-Life Balance: We value work-life balance and understand the importance of a healthy and fulfilling personal life. We work with you to determine the best work style for you and CV3.

Benefits Package: We provide competitive compensation packages and comprehensive benefits to underscore our commitment to the well-being of our team.

• 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)
• 401k Retirement Plan (2-Year Vesting)
• Legal Services
• Virtual Behavioral Health
• Employee Assistance Program (EAP)

Employee Perks: Beyond our comprehensive benefits package, CV3 provides a diverse array of advantages to our team members. These include flexible PTO, birthday and work anniversary gift cards, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks, an onsite dog park at our headquarters, company swag, stipends, and much more!

At CV3, we are committed to the principles of diversity, equity, inclusion, and equal opportunity. We build teams and grow talent that reflects the diversity of the clients and communities we serve. Diversity of background, experience, and perspective adds value and depth to our teams and creates better business results.

CV3 is an equal opportunity and affirmative action employer. We take pride in building a workplace culture where all team members feel supported and respected and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws. Qualified applicants with arrest or conviction records will be considered in accordance with the ordinance and the California Fair Chance Act.

Experience counts, attitude matters. The range listed is just one component of CV3’s total rewards package for our team members. Other rewards may include quarterly bonuses, role-based incentives, and region-specific benefits. A team member’s position within the listed salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs.

The job description outlined above reflects general details as necessary to describe the primary functions of this job, and the level of knowledge and skill typically required, but should not be construed as an all-inclusive listing of work requirements. Individuals may be asked to perform duties other than those mentioned above to cover absences or relief in the appropriate department to equalize peak work periods or otherwise balance the workload.