Job Description
Job DescriptionSalary: $65,000 - $75,000
About the Company
Anchor Loans is one of several operating companies owned by Pretium (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.
Anchor Loans, established in 1998, is the nations leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.
Position Summary
Anchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by getting a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and youll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required.
Essential Duties & Responsibilities
- Support a Sr. Account Executive (AE) in sizing, documenting and getting a loan closed
- Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources
- Primary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc
- Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activities
- Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets
- Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals
- Pre-qualify loan packages when borrowers or brokers require assistance
- Work directly with potential borrowers to obtain initial documentation
- Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems
- Be a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases
- Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans
- Learn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocks
- Performing related duties and special projects as assigned
Requirements
- Strong work ethic and willingness to take initiative
- High level of organization and detail-orientation, a must
- Advanced problem-solving and analysis skills
- Healthy mix of innovation and resourcefulness ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment
- Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus
- Excellent communication; superior oral and written skills
- Strong knowledge of spreadsheets, databases and presentation software
- Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done
- Proficient in Microsoft Office, with aptitude to learn new software and systems
Preferred, not required
Bachelors degree in accounting, marketing or finance
Work Environment:
This is a hybrid position which requires in-office reporting to Anchors Thousand Oaks, CA office on Tuesday, Wednesday, and Thursday. Remote work is optional on Monday and Friday.
Compensation
The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus.
Benefits
- Medical, Dental, Vision, Life, AD&D insurance
- Vacation and sick leave
- 401k plan with employer match
- Onsite gym
- 12 paid holidays annually
Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.
Anchor Loans, LP is subject to the California Consumer Privacy Act of 2018 (CCPA). A copy of Anchors California Privacy Policy can be found at Privacy Policy (anchorloans.com)