Sales Associate - SEAL

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!

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.

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.

• 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.

• 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.

• 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 organization 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