Anchor Loans is the nation’s leading private lender to experienced residential real estate investors and builders, seeking Client Relations Coordinators passionate about customer experience. The role involves supporting a Senior Account Executive, managing relationships with property investors, and facilitating loan processes.
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
Skills
- 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
- Bachelor's degree in accounting, marketing or finance
Benefits
- 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
Company Overview
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