CONVENTUS MISSION AND VISION
Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.
LOCATION: San Francisco, CA
Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.
As a Draw Analyst, you will play a pivotal role in our lending company by ensuring timely and accurate disbursement of funds to borrowers. You will be responsible for reviewing and processing draw requests, verifying documentation, and maintaining compliance with all relevant regulations. This is an opportunity to be a key member of our team that is critical to ensuring the thoroughness of our loan origination and sale process during a pivotal stage of our company’s development
RESPONSIBILITIES
Review and Process Draw Requests:
- Carefully examine draw requests, ensuring they meet all necessary criteria and comply with loan terms and conditions.
- Verify that required documentation, such as invoices, progress reports, and lien waivers, are complete and accurate.
- Calculate draw amounts based on project progress and loan terms.
- Prepare draw packages for review and approval by appropriate authorities.
Documentation Verification:
- Conduct thorough due diligence to validate the authenticity and accuracy of supporting documents.
- Identify and address any discrepancies or inconsistencies in the documentation.
- Ensure that all required signatures and approvals are in place.
Compliance Adherence:
- Stay informed about all applicable lending regulations and guidelines.
- Ensure that all draw processes and procedures are in compliance with regulatory requirements.
- Monitor and report any potential compliance issues to management.
Data Entry and Record Keeping:
- Accurately enter draw information into our loan management system.
- Maintain detailed records of all draw transactions and supporting documentation.
- Prepare periodic reports on draw activity and compliance.
Customer Service:
- Provide excellent customer service to borrowers and internal stakeholders.
- Respond promptly to inquiries and resolve any issues related to draw requests.
- Maintain positive relationships with borrowers and other team members.
Qualifications:
- Bachelor's degree in Finance, Accounting, Construction Management or a related field.
- 2+ years of experience in the lending industry, preferably in draw processing or loan servicing.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Knowledge of lending regulations and compliance requirements.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
Preferred Qualifications:
- Experience with loan management systems.
- Knowledge of construction lending or commercial real estate financing.
- Certification in loan servicing or compliance.
Benefits:
- Integrated PTO annually
- Health Benefits (Health, Vision, Dental)
- Life Insurance Coverage
- Pre-tax commuter fund
- Pre-tax medical fund
- 401k with 4% company matching
Mindset and Character
At CHC, we look for future employees who demonstrate and have the mindset and character of our following 5 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
Responsiveness
- Demonstrates prompt and effective communication in all situations
- Anticipates the needs of clients and colleagues, acting swiftly to address them
- Balances urgency with quality, ensuring timely and thoughtful responses that align with company goals
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
Department: Construction
By joining our team as a Draw Analyst, you will have the opportunity to contribute to the success of our lending company and make a significant impact on the lives of our borrowers.