Capital Markets Collateral Coordinator

Anchor Loans • Thousand Oaks, CA

2d • Onsite

About The Position

The Capital Markets Collateral Coordinator manages the receipt, secure storage, retrieval, shipment, and tracking of physical collateral and trailing documents. The position independently coordinates recurring document movements and maintains accurate custody and delivery records. Careful handling and timely movement of original collateral documents support complete custodial files, warehouse financing requirements, and downstream loan transactions.

This is an onsite position requiring in-office reporting to Anchor Loans’ Thousand Oaks, California office. The base pay range is $25.00 to $27.00 per hour, plus an annual discretionary bonus based on individual and company performance.

Requirements

• Experience handling physical records, shipping workflows, document custody, or comparable operational processes.
• Strong attention to detail and the ability to review, organize, and maintain original documents accurately.
• Ability to manage high-volume workflows, multiple deadlines, and competing priorities with limited day-to-day direction.
• Clear written, verbal, and interpersonal communication skills for coordinating with business partners and employees.
• Ability to interpret procedures, maintain tracking information, and prepare routine reports and correspondence.
• Demonstrated reliability, integrity, and accountability when handling sensitive documents and meeting commitments.

Nice To Haves

• Experience in mortgage operations, post-closing, collateral management, servicing, title, or custodial operations.
• Familiarity with original loan files, trailing documents, final title policies, warehouse facilities, and document-retention practices.
• Experience with shipping platforms, loan systems, document repositories, and collateral-tracking tools.

Responsibilities

• Receive, review, organize, and securely file original collateral, recorded security instruments, final documents, and trailing documents.
• Maintain accurate file-location, custody, and document-status information within the designated loan or document-management system.
• Pull collateral files and trailing documents for delivery to warehouse facilities or loan-sale custodians.
• Prepare shipment documentation, coordinate delivery, and communicate shipment details to custodians and other required parties.
• Receive, scan, name, index, save, and file trailing documents according to established procedures.
• Monitor collateral, custodian, exception, and shipment reports to identify outstanding documents and delivery risks.
• Follow up on missing or delayed documents and route exceptions or correction requests to the appropriate internal partner.
• Track paid-loan collateral subject to approved retention requirements and coordinate authorized return or destruction when eligible.
• Provide timely status updates, flag potential delays, and escalate unresolved custody, shipment, or document issues.
• Support weekly and ad hoc reporting by maintaining complete shipment, receipt, and exception information.
• Manage a high-volume workflow with multiple deadlines while maintaining document security, accuracy, and chain of custody.
• Follow applicable company procedures and investor or custodian requirements communicated through approved guidance and training.
• Perform other duties and special projects as assigned.

Benefits

• Comprehensive health insurance options, including medical, dental, vision, and basic life/AD&D insurance.
• Generous sick leave and vacation benefits.
• Performance bonus.
• 401(k) retirement program with employer match.
• Tuition reimbursement toward professional development.
• Workplace celebrations, team-building activities, charity drives, and food truck luncheons.
• Onsite gym at the Thousand Oaks location.
• 12 paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed