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 $125 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.
Position Description
Full-Time, Salaried, Performance-Based Bonus
Location: San Francisco, CA
Salary Range: $130k – $175k / annually
Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.
Conventus is seeking a dynamic, execution-focused Vice President of Loan Operations to serve as the “conductor” of our Bridge and DSCR loan pipelines, orchestrating cross-functional teams to ensure every loan closes efficiently with an exceptional client experience. Reporting to the COO, this pivotal role will oversee end-to-end loan operations, act as the primary escalation point, and foster partnerships across Sales, Capital Markets, Credit, Construction, and external stakeholders. A critical responsibility is supporting Closing, Processing, and Underwriting (UW) managers by understanding their pain points and driving solutions through organization-wide collaboration. The ideal candidate is a collaborative leader, natural problem-solver, and process optimizer who thrives in a fast-paced environment and leads with transparency and urgency.
Responsibilities
Conductor Role – Cross-Organizational Coordination (Primary Focus):
- Orchestrate seamless collaboration between Ops, Sales, Capital Markets, Credit, Construction, and external partners to drive loans to closing, regardless of reporting lines.
- Lead weekly pipeline syncs to summarize progress, manage handoffs, and align teams on priorities, preventing stalls due to silos or miscommunication.
- Proactively identify and resolve cross-departmental bottlenecks (e.g., guideline disputes, funder delays) through partnerships, ensuring clear action plans and follow-through.
- Foster a collaborative, resilient learning culture, sharing lessons learned in team syncs to encourage innovation and open dialogue.
Loan Pipeline Management:
- Oversee daily Bridge and DSCR loan pipeline operations, ensuring timely processing and closing to meet monthly goals.
- Run daily 10-minute standups to enforce SLAs, log bottlenecks, and drive throughput, sharing insights in weekly Ops meetings.
- Implement process tweaks (e.g., document naming, condition management) to enhance efficiency, coordinating with relevant teams.
Support for Closing, Processing, and UW Managers:
- Partner with Closing, Processing, and UW managers to understand pain points (e.g., delayed documents, guideline misinterpretations, funder issues) through regular check-ins.
- Log recurring issues in the tracker and advocate for solutions (e.g., training, process tweaks) in weekly Ops management meetings, securing resources across the organization.
- Ensure managers have the support needed to meet SLAs and client expectations, removing obstacles through cross-departmental alignment.
Escalation Resolution:
- Serve as the primary escalation point for bespoke loan issues (e.g., entity structures, insurance disputes)
- Coordinate with internal teams and external partners to deliver swift, client-focused solutions, logging resolutions to inform process improvements.
Client-Centric Execution:
- Prioritize clear client communication and timely closings, minimizing delays and enhancing satisfaction.
- Monitor closing document reviews (100% pre-escrow, <5% errors) and funder performance to meet SLA standards, addressing manager-identified issues promptly.
- Drive initiatives like transitioning insurance verification to closing to streamline client experiences, incorporating manager input.
Team Leadership and Accountability:
- Champion Loan Ops Office Hours to foster dialogue, share resilient learning culture, and propose process tweaks based on manager and team feedback.
- Conduct performance check-ins, manage underperformers (e.g., retraining or exit plans), and recognize top performers, supporting managers in team oversight.
- Support DSCR loan specialist transitions, ensuring clear task handoffs and role clarity with manager involvement.
Guideline Maintenance and Training:
- Partner with Learning, Development and Quality Control and Credit to revise Bridge and DSCR lending guidelines for clarity and compliance (e.g., standardizing felony handling), incorporating manager feedback.
- Develop and deliver training programs tailored to Processing, UW, and Closing challenges, ensuring team proficiency with updates.
- Establish quality control and audit processes to monitor adherence, using findings to drive manager-led improvements.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or related field (advanced degree preferred).
- 10+ years of experience in residential or commercial loan operations, with expertise in origination, processing, underwriting, and closing.
- Proven leadership in coordinating cross-functional teams and driving process improvements in a fast-paced lending or fintech environment.
- Demonstrated ability to support operational managers, understand their challenges, and secure solutions through organizational partnerships.
- Strong knowledge of loan guidelines, compliance requirements, and industry best practices (commercial insurance or builder’s risk policies a plus).
- Highly analytical, with the ability to track performance metrics, interpret pipeline trends, and make data-driven decisions.
- Exceptional communication and stakeholder engagement skills to build partnerships and align diverse teams.
- Organized and adept at managing multiple priorities under tight deadlines.
Key Competencies:
- Conductor Mindset: Orchestrate cross-departmental collaboration, align teams, and drive loans to completion through strategic partnerships.
- Manager Support: Proactively address Closing, Processing, and UW manager pain points, securing resources to enhance team performance.
- Tactical Execution: Deliver measurable outcomes (e.g., pipeline throughput, escalation resolution) with a hands-on approach.
- Client-First Approach: Ensure seamless closings and high client satisfaction at every touchpoint.
- Collaborative Leadership: Foster a resilient learning culture to drive innovation and team engagement.
- Process Optimization: Identify and implement quick wins to enhance efficiency, informed by manager insights.
Desired Characteristics
Mindset and Character
At CHC, we look for future employees who demonstrate and have the mindset and character of our following core values:
- Deliver Extraordinary Client Experience: Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
- Take Responsibility: Be proactive, know what you are responsible for, act with integrity and follow through to the end.
- Respond with Urgency and Care: Balance speed with quality, ensuring that every response is both timely and impactful.
- Grow Together: Grow together through a culture of intellectual curiosity, collaboration and celebration.
Conventus Benefits
- 19 days PTO annually
- Health Benefits (Health, Vision, Dental)
- Life Insurance Coverage
- Pre-tax commuter fund
- Pre-tax medical fund
- 401k
Department: Operations
