Tax & Insurance 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. Position Summary: The Tax & Insurance (T&I) Manager is responsible for ensuring the accurate monitoring, payment, reconciliation, and compliance of real estate taxes and insurance for the loan portfolio. This role serves as the primary liaison between internal servicing teams and third-party tax and insurance vendors, with a focus on risk mitigation, data accuracy, and exception management. The position plays a critical role in monitoring tax delinquencies, lapses in insurance coverage, and force-placed insurance exposure.
Requirements
- 7+ years of relevant industry experience in loan servicing, tax, insurance, and escrow administration
- Working knowledge of: Property tax processes and jurisdictions Insurance policy requirements for real estate loans
- Experience working with third-party tax and insurance vendors
- Exposure to large, high-volume servicing portfolios
- Strong management and interpersonal skills
- Strong attention to detail and exception-driven problem solving
- Ability to manage high volumes and competing priorities in a deadline-driven environment
- Ability to work independently and collaboratively in a hybrid work environment.
Nice To Haves
- Specialized experience in construction loan servicing is highly desirable
- Experience with Precision LM highly desirable
- Experience supporting audits or regulatory reviews
Responsibilities
- Tax Administration Monitor property tax obligations across the servicing portfolio, including real estate taxes, assessments, and special levies.
- Coordinate with third-party tax service provider to ensure timely and accurate tax reporting and payments.
- Review tax bills, payment confirmations, and escrow balances as .
- Resolve tax exceptions, including delinquent taxes, supplemental bills, escaped assessments, and APN discrepancies.
- Reconcile tax vendor data with internal servicing systems.
- Support post-closing tax setup and ensure correct jurisdiction , APN, and payment instructions.
- Insurance Administration Monitor borrower compliance with insurance requirements (hazard, flood, builder’s risk, wind, etc.).
- Coordinate with third-party insurance tracking vendor and insurance agents.
- Review insurance policies for compliance with loan requirements (coverage limits, endorsements, loss payee language).
- Manage force-placed insurance processes when
- Reconcile i nsurance premiums and escrows with servicing records.
- Vendor Management & Coordination Act as the primary point of contact for tax and insurance vendors.
- Track vendor performance, SLAs, data quality, and exception resolution timelines.
- Escalate systemic issues, data mismatches, or repeated errors.
- Participate in vendor audits, testing, and process improvements.
- Exception Management & Risk Control Identify , track, and resolve T&I exceptions that could result in: Tax liens or penalties Insurance lapses Loss of collateral protection
- Maintain clear documentation and audit trails for all exceptions and resolutions.
- Escalate high-risk issues to Servicing Management, Asset Management, or Credit as appropriate .
- Reporting & Controls Produce regular reporting
- Support internal and external audits related to tax and insurance compliance.
- Assist with process documentation, controls, and continuous improvement initiatives.
- Cross-Functional Collaboration Work closely with: Loan Boarding & Post-Closing Asset Management Accounting / Finance / AP Legal & Compliance
- Ensure accurate handoffs and data integrity across departments.
- Management Oversee a team of junior staff (2-3 analysts/associates)
- Preform other duties as assigned.
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
No Education Listed
Number of Employees
101-250 employees
