Loan Analyst

As a Conventus Loan Analyst, you will be at the center of our company’s daily goal of executing upon our mission to our clients. We are searching for an ethical and highly detail-oriented, organized loan processor professional with the desire to go the “extra mile” who shares our values and vision. This is a fantastic opportunity to be a key member of our team that is critical to ensuring the thoroughness of our loan origination process and delivering to our clients during a pivotal stage of our company’s development.

RESPONSIBILITIES

• Create structured timelines and coordinate internal sales and capital markets teams to ensure a loan is fully documented in a timely fashion according to firm and regulatory guidelines before funds are distributed to the client
• Liaise with clients in time-sensitive manner to obtain relevant documents and information
• Open escrow, order title, appraisals, payoffs/releases, credit reports, OFAC and lien checks, and insurance documents, amongst other information in order to complete loan files
• Analyze documents accurately and communicate additional needs
• Review loan files for completeness, accuracy, and compliance and raise potential risks and concerns
• Support Conventus’ strong customer relationship culture through customer contact, quality customer service, and superior loan knowledge
• Comply with all company policies, procedures, and regulations

QUALIFICATIONS

Skills

• Superior time management skills
• Excellent customer service skills, attentiveness, and information retention
• Proficient detail-oriented communicator and listener
• Ability to prioritize and meet deadlines

Character

• Ethical
• Team player
• Dependable
• Personable
• Flexibility and responsiveness to adapt quickly to changing requirements
• High level of passion and motivation for learning new skills

Education and Experience

• 2 years of mortgage or lending industry experience
• Prior loan processing experience preferred but not required
• Bachelor’s or technical degree preferred but not required

CONVENTUS BENEFITS

• Integrated PTO annually
• Health Benefits (Health, Vision, Dental)
• Life Insurance Coverage
• Pre-tax commuter fund
• Pre-tax medical fund
• SimpleIRA

Mindset and Character

At CHC, we look for future employees who demonstrate and have the mindset and character of our following 4 core values:

Outperform:

• Consistently achieves and exceeds expectations
• Has a curiosity to explore new avenues for growth and/or efficiency
• Strives for excellence and is accountable for area of responsibility
• Encourages other team members to reach such a level
• Fundamentally hard working

Diligence:

• Thoroughly completes tasks at hand
• Performs duties in a way that is focused around protecting capital
• Employs a level of care and attention to detail in all activities

Communication:

• Gathers and shares customer information and needs
• Timely shares information about loan and business risk
• Shares ideas and learning moments across the team
• Embraces the communicative and proactive management style

Delight the Customer:

• Strict customer focus across all activities
• Clients always come first
• Continuously thinking of ways to enhance the client experience
• Don’t sweat the small stuff, play the long game with clients

CONVENTUS BENEFITS

• Integrated PTO annually
• Health Benefits (Health, Vision, Dental)
• Life Insurance Coverage
• Pre-tax commuter fund
• Pre-tax medical fund
• SimpleIRA