Client Relationship Manager
About The Position
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. The Client Relationship Manager partners closely with Loan Originators to support the origination process from lead through closing while delivering an exceptional borrower experience. This role combines loan structuring, pipeline management, borrower relationship management, and business development support, providing a strong foundation for growth within the Sales organization.
Requirements
- 1–3 years of experience in mortgage lending, private lending, banking, financial services, real estate, or a customer-facing sales support role preferred.
- Bachelor's degree in Business, Finance, Real Estate, Marketing, or a related field preferred, or equivalent experience.
- Strong work ethic and initiative, with proven leadership or supervisory experience.
- Strong organizational skills and attention to detail.
- Eagerness to learn private lending and real estate finance.
- Effective written and verbal communication.
Responsibilities
- Support Loan Originators in sizing, documenting, and closing loans.
- Manage lead and loan activities in the CRM (Salesforce) on behalf of Loan Originators
- Evaluate transactions using standardized tools to size deals, create quotes, and draft term sheets.
- Complete file escalations including pricing, structuring, and tiering exceptions
- Pre-qualify loan packages and obtain required borrower documentation.
- Partner cross-functionally with Processing, Valuations, Construction, and Underwriting teams to ensure smooth loan pipeline progression.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
