Client Relations Coordinator Job at Anchor Loans in Charlotte

About the Company

Anchor Loans is one of several operating companies owned by Pretium (+$50B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.

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

This is your ticket into the real estate industry! Anchor is a highly experienced lender, with 2025 our 27th year in business. This is an exciting position that will be integral in our growth nationally.

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 influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll 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 a hybrid position that requires in-office attendance four days per week at our office in the Ballantyne area of Charlotte, NC. Five days a week in office is encouraged.

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
• 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
• Ability to work 4-5 days per week in office in the Ballantyne area of Charlotte, NC

Preferred, not required
• Bachelor's degree in accounting, marketing or finance

Compensation

The base pay range for this position is $65,000 to $75,000 per year.

Benefits
• Medical, Dental, Vision, Life, AD&D insurance
• Vacation and sick leave
• 401k plan with employer match
• 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 Anchor's California Privacy Policy can be found at Privacy Policy (anchorloans.com)