Sales Associate
3 weeks ago
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. With the aspirational mission 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 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 be promoted to 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.
Works under the supervision of the Manager, Learning & Development with indirect supervision from the assigned Account Executive mentor.
Program starts: July 15th, 2024
**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.
**Requirements**:
- 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 are preferred, but not required.
- Basic knowledge and use of MS Office (specifically Word, Excel, and Outlook), imaging systems, and the 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, accept constructive feedback, and implement 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 unde
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