Client Relations Coordinator

Why Anchor Loans?

Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.

Anchor Loans, established in 1998, is the nation’s 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 you’ll 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

•    Bachelor’s degree in accounting, marketing or finance

Work Environment:

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.

Compensation

The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus.

What We Offer:

The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:

• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance

• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits

• Highly competitive performance bonus

• 401(k) retirement program with employer match

• Tuition reimbursement toward professional development

• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons

• Onsite gym (Thousand Oaks only)

• 12 Paid Holidays

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.