Client Relationship Manager

Anchor Loans; Thousand Oaks (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Sick leave & vacation

Performance bonus

401(k) with employer match

Tuition reimbursement

Team building events

Onsite gym

Paid holidays

Job summary

Anchor Loans in Thousand Oaks, CA, is seeking a Client Relationship Manager to partner with Loan Originators, supporting the origination process from lead through closing while delivering an exceptional borrower experience.

You will size loans, prepare pricing, draft term sheets, manage CRM activities (Salesforce), pre-qualify packages, and collaborate with Processing, Valuations, Construction, and Underwriting to move the loan pipeline smoothly.

Qualifications

• 1–3 years experience in mortgage lending, private lending, banking, real estate, or a customer-facing sales support role.
• Bachelor's degree preferred, or equivalent experience.
• Strong work ethic, initiative, with leadership or supervisory experience.
• Effective written and verbal communication.
• Willingness to learn private lending and real estate finance.

Responsibilities

• Support Loan Originators in sizing, documenting, and closing loans.
• Manage lead and loan activities in 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.

Skills

Strong work ethic

Leadership experience

Written and verbal communication

Attention to detail

Customer-facing experience

Education

Bachelor's degree in Business, Finance, Real Estate, Marketing, or related field

Tools

Salesforce

Job description

Why Anchor Loans?

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. Headquarters 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 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.

Essential Duties & 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.

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.

Work Environment

This is a hybrid position which requires in-office reporting to Anchor’s Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday.

Compensation

The base pay range for this position is $75,000 to $85,000 per year, plus annual discretionary bonus based on performance of the individual and company.

What We Offer

The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:

• 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

Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.