Client Relations Coordinator

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