Sales Coordinator

Civic Financial Services is a private money lender, specializing in the financing of non-owner-occupied residential investment properties. CIVIC provides Mortgage Brokers and Real Estate Investors with a fast, cost effective funding source for their real estate investment needs.

CIVIC is committed to creating a workplace where our people thrive, which translates into a culture of inclusion, recognition, and success for our teammates and clients alike. Since 2016, CIVIC has been recognized by Best Workplaces and Fortune as a Great Place to Work, and CIVIC's employee engagement ranks among the top 5% of companies nationally.

Whether you are an entrepreneur, an innovator, a game changer, a creative, a problem-solver, a thinker, or an operator we have all kinds. CIVIC is the place for smart, ambitious, dedicated people who work hard and play nice.

• Manage pipeline by assisting Account Executive and Account Manager in building files, collecting necessary conditions, managing loan processes, and communicating status to customers.
• Identifies all potential business sources prospects for Account Executive to reach out.
• Organize and manage contacts on behalf of the assigned Account Executive.
• Creates and maintains a social media presence on behalf of the assigned Account Executive
• Resolves client problems and recommends modifications to products/services.
• Knowledge of underwriting guidelines and products and if the loan package is incomplete, can develop a needs list. Reviews files and looks for any "red flags" may be in loan documentation to ensure package is sufficient and complete.
• Works directly with investor/borrower to obtain initial documentation sufficient for submission to underwriting. This includes reviewing loan package and structure to ensure it meets lending criteria.
• Supports assigned AEs throughout course of loan files, which may include follow-up with customers, collecting documents and serving as main internal point of contact for assigned loans.
• Help maintain the AE's deals in company-wide systems from origination to closing.

• High school or GED required; Associate's degree or higher preferred.
• Minimum 2 years' experience in loan processing or similar role, preferably 1 year in private/hard money space.
• NMLS license preferred, but not required.
• Working knowledge of MS Office, specifically Outlook.
• Experience using LOS Encompass preferred, but not required.
• Attention to detail
• Ability to apply critical thinking and problem-solving skills
• Takes initiative and anticipates needs
• Works well in a fast-paced environment
• Strong organizational skills
• Strong verbal and written communication skills with excellent follow-up
• Highly self-motivated to learn new skills and concepts

• Celebrations: When we say we "work hard and play hard," we mean it! We like to celebrate often via onsite, offsite, and virtual happy hours, themed parties, parking lot BBQ's, milestone ceremonies, and Workout Tuesdays (to name a few).
• Flexible Work Environment: Work-life balance is important. We work with you to determine the best work style for you and CIVIC.
• Office Life: We like to make sure that when you are in the office, you are well fed and can access the resources you need. Our kitchens are stocked with snacks and beverages, and we have created an office spaces dedicated to collaboration, focus time, creativity while ensuring team members safety.
• #CIVICCares Initiative: From beach cleanups, food and clothing drives, to building homes for Habitat for Humanity, CIVIC provides several opportunities throughout the year for our team to step outside the office, bond, and come together to give back to our local communities.