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.
Conventus is seeking a passionate and experienced Draws Analyst to join our team. The Draws Analyst is responsible for managing and processing construction loan draw requests, ensuring disbursements align with project progress, budgets, and lender requirements. This role requires strong analytical skills, attention to detail, and the ability to work cross-functionally with borrowers, inspectors, contractors, and internal underwriting and servicing teams.
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.
LOCATION: San Francisco, CA or West Palm Beach, FL
Required 4 days per week in the office (Mon-Thu)
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.
- Flag issues requiring escalations to underwriting, servicing, or legal.
- Support internal audits and investor reporting as needed.
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.
Third Party/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.
- Coordinate with third-party inspectors to confirm physical progress on-site matches submitted draw schedules.
- Communicate with borrowers and contractors to request missing documentation or clarify discrepancies.
QUALIFICATIONS
- Bachelor’s degree in Finance, Real Estate, Construction Management, or related field (preferred).
- 1–3 years of experience in construction lending, loan servicing, or real estate finance.
- Familiarity with AIA documents, lien waivers, and construction budgets.
- Strong Excel and document management skills.
- Ability to prioritize, multitask, and meet tight deadlines.
- Excellent communication and problem-solving skills.
PREFERRED QUALIFICATIONS:
- Experience with construction lending platforms (e.g., Land Gorilla, Built, Nexus, or similar).
- Understanding of lien laws and title requirements.
- Knowledge of construction sequencing and terminology.
Additional Notes:
- This position may require occasional overtime to meet deadlines.
MINDSET AND CHARACTER
At CHC, we look for future employees who demonstrate and have the mindset and character of our 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
- 401(k)
- Pre-tax Commuter Benefits
Department: Construction