Shipping Specialist I

DescriptionCV3 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 PowerGreat 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 PurposeThe Shipping Specialist I is responsible for pre boarding and boarding loans to servicer portal after loans funds. Making sure collateral package is received, reviewed, and shipped to custodian. As well as trailing documents are delivered to the custodian and/or investor.In This Position, You WillContact title company directly after loan funds to gather tracking information for closing and collateral package and enter tracking information on our tracking system. Scan documents into system of record, check-in collateral/closing package on our spreadsheet and properly store closing documents in mail room.Review and cure any exceptions found during the collateral review. Communicates collateral exceptions with necessary departments.Document post-closing tracking of any exceptions found and update as they are cleared.Send manifest of collateral and/or trailing to custodian or investors of that day’s shipment. Gather pre-boarding documents and deliver boarding documents to servicer; enter missing documents in the tracking system. Manage exceptions issued by servicer and/or investors pertaining to trailing document items.Communicate and escalate any issues to SSIII. Supports development of peers and self. Additional tasks as needed.RequirementsSuccessful candidates will possess:Associates’ Degree from an accredited college required; Bachelor’s Degree preferred; or a combination of education and experience.1-2 years of mortgage banking or mortgage post-closing experience preferred.Strong knowledge and use of MS Office and internet.Necessary Knowledge, Skills, And AbilitiesDisplays organizational and multi-tasking skillsFlexible with the ability to adapt to change quickly.Possesses the ability to apply critical thinking and problem-solving skills.Shows initiative.Works well in a fast-paced team driven environment.Thinks ahead and anticipates needs based on prior experiences; makes an effort to act in advance either to prepare for a situation or to prevent it.Strong verbal and written communication skillsDetail oriented.Has interpersonal skills and possesses a team player attitude.What’s In It For YouInspiring 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 flexible PTO, birthday and work anniversary gift cards, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks, an on-site 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.