Account Executive Assistant

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