Sales Associate - SEAL presso CV3 Financial Services LLC

Description

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. The aspirational mission is 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 Associate-SEAL (Sales Excellence and Leadership Mentorship Program) is an introductory sales role to the private money lending industry. The SEAL program at CV3 offers a dynamic training to high potential and career driven sales professionals. The Sales Associate will complete a 12-week program that includes training and mentoring, with the end goal of graduating. The main responsibility of this role is to complete required classes, examinations, and tollgates to graduate and promote to an Account Executive. Learning all facets of mortgage lending, private money lending, real estate investment and CV3 product offerings and process flow. While learning CV3 operations, the Sales Associate will simultaneously have hands-on experience as they shadow and provide support to a tenured Account Executive. 

It is important to note that you will be expected to be present at the CV3 Headquarters in El Segundo, CA, for the duration of the 12-week program.

 In this position, you will: 

• Attend classes and self-study to learn about the industry and CV3.
• Pass all required examinations towards graduation into the Account Executive role.
• Able to work cooperatively with teammates for group exercises, presentations, and projects.
• Complete mock sales scenarios and test cases in CV3’s operating system to fully simulate an Account Executive’s role.
• Demonstrates knowledge on midterm and final exam presentations. 
• Successfully completes SEAL training and mentorship period.
• Works cooperatively with teammates for group exercises, presentations, and projects.
• 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.

Requirements

Successful candidates will possess: 

• High school or GED required; bachelor’s degree strongly preferred; or a combination of education and experience.
• Experience or college courses in the mortgage (real estate) industry preferred, but not required.
• Basic knowledge and use of MS Office (specifically Word, Excel, and Outlook), imaging system and internet.
• Experience working with a LOS is a plus.

NECESSARY KNOWLEDGE, SKILLS, AND ABILITIES:

• Must have common sense, critical thinking, and problem-solving skills.
• Goal oriented and self-motivated to learn new skills and concepts, accepts constructive feedback and implements it quickly and accurately.
• Ability to work fast under pressure, meet deadlines and prioritize tasks effectively.
• Strong initiative and works well in a fast-paced environment.
• Strong organizational and multi-tasking skills
• High level of integrity and trust
• Must be flexible and adaptable; able to work in a changing environment.
• Attempts to act in advance either to prepare for a situation or to prevent it.
• Strong written and verbal communication skills with excellent follow-up
• Must be professional and personable.
• Coachable
• Financial literacy

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)
• 401 (k) 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 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, 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.