Treasury Associate
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. As a Treasury Associate, you will play a critical role in managing the company’s liquidity, ensuring the timely execution of financial operations, and compliance with internal controls. You will be responsible for coordinating and executing initial fundings of new loans, draws, and fund accounting across multiple entities and banking platforms, as well as supporting the generation and delivery of loan portfolio reports to investors.
Requirements
- Understanding of simple daily interest calculations
- Strong Excel and Microsoft Office skills
- Strong problem solving, research and analytical skills
- Ability to work individually and collaboratively
- Ability to adapt in a changing environment
- Business, Finance or Accounting degree
- Effective organizational and time management skills
- Acute attention to detail
- Experience with accounting software
- Aptitude for problem solving
Nice To Haves
- Previous loan payment/mortgage collection experience is a plus
Responsibilities
- Manage cash flow & liquidity
- Monitor & ensure accurate financial transactions
- Prepare financial reports
- Fund loans. This involves setting up wires in the bank pursuant to wire instructions and recording the transaction in the accounting software
- Prepare monthly cash remittance reports
- Process daily draws including submitting wire transfers & recording transactions in the accounting software
- Process investor and servicer remittances
- Process high volume bank transactions
- Resolve inquiries and issues with banks and investors; resolving operational issues as they arise
- Prepare daily data tapes to investors
- Reconcile bank accounts
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
Entry Level
Number of Employees
101-250 employees
