Client Relations Coordinator Job at Anchor Loans LP in Thousand Oaks

Salary: $65,000-$75,000/year

This is your ticket into the real estate industry! Anchor is a highly experienced lender, with 2024 our 26th year in business. This is an exciting position that will be integral in our growth nationally.

Anchor Loans is one of several operating companies owned by Pretium Partners (+$50B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint. 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 is the premier direct private money lender. Since 1998, Anchor has provided qualified developers and borrowers with quick bridge, ground up construction and SFR financing for non-owner occupied properties. With headquarters in greater Los Angeles and a nationwide network, Anchor continues to expand into new markets.

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 is a steppingstone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and the 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 is a plus, but not required. This role is meant for the person that wants to grow into a mortgage origination role!

This is not a remote opportunity, and this position will need to be able to work in office at our Thousand Oaks, CA location.

Compensation: $65,000 - $75,000/year

Benefits:

• Medical, Dental, Vision, Life, AD&D insurance
• Vacation and sick leave
• 401k plan with employer match
• Onsite gym (Thousand Oaks office)
• 12 paid holidays annually

Essential Duties & Responsibilities:

• Support a Sr. Account Executive 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.
• Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
• Pre-qualify loan packages when borrower 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

Essential Job Requirements and Required Skills/ Qualifications:

• 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 and writing, 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

Education: Preferred College Discipline/Degree - Bachelors degree in accounting, marketing or finance

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)