Regional Loan Originator - Central

Anchor Loans, LP; Town of Texas (WI); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with employer-m

Tuition reimbursement

Paid holidays

Job summary

Anchor Loans is seeking a Regional Loan Originator to drive loan production by building relationships with real estate investors across the Central Region and travel to client meetings and conferences. You will support borrowers through the loan cycle in collaboration with sales and ops teams.

The role requires strong communication, CRM proficiency, and the ability to manage a high-volume pipeline in a fast-paced environment.

Qualifications

• Experience with CRM systems and real estate lending preferred.
• Willingness to travel up to 50% of the time.

Responsibilities

• Identify new customers and lending opportunities with investors and referral sources.

Skills

Prioritization

Analytical

Self-starter

Outbound communication

Adaptability

Communication

Team player

Travel willingness

CRM experience

Microsoft Office

Tools

CRM software

Microsoft Office

Job description

Why Anchor Loans?

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.

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:

Anchor Loans is looking for Regional Loan Originator who are passionate about the customer experience and focused on finding and nurturing strategic relationships. Regional Loan Originator are responsible for meeting specific loan production goals through the establishment of on-going business relationships with real estate investors located within specified territory and should expect travel to conferences and client meetings. Regional Loan Originator will work with their teams (sales and ops) to support customers throughout the loan cycle, from lead through closing.

Territory Residence: To effectively support the assigned territory, the Regional Loan Originator must reside in the Central Region (TX, OH, IN, MI, WI, MN, TN, AL, LA, KY, MO)

Essential Duties & Responsibilities:

• Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources.
• Primary focus on driving sales, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc.
• Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks.
• Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management.
• Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell.
• Attend industry events and conferences, leveraging pre- planning, onsite meetings and post outreach to find and convert leads.
• Leverage the CRM marketing campaigns to nurture and stay in contact with all customers.
• Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets.
• Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.
• Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing.
• Pre-qualify loan packages when borrower or brokers require assistance.
• Work directly with potential borrowers to obtain initial documentation.
• Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems.
• Grow the Brand (Anchor’s and yours) with Blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases.
• Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans.
• Create strong partnerships with Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve inter department roadblocks.
• Stay up to date on industry and competitor trends; Using this information to inform product, sales and/or pricing

Essential Job Requirements and Required Skills:

• Ability to prioritize workload and manage time in a remote environment
• Highly analytical with strong attention to detail
• Self-starter with the ability to work with minimal supervision
• Comfortable with outbound communication with a majority of cold leads
• Ability to adapt quickly to new procedures and systems
• Exceptional communication and interpersonal skills
• Ability to work as a dependable teammate in a fast-paced start-up environment
• Highly self-motivated and disciplined
• Experience with CRM is preferred
• Proficient in Microsoft Office, with aptitude to learn new software and systems
• Willingness to travel up to 50% of the time.

Compensation: $75,000/year + commission

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.

Welcome to Anchor Loan's Career Page! Here, you'll find exciting opportunities to grow your career within our company. Explore the positions and apply for roles that align with your skills and aspirations. 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. Our people and our culture have always set Anchor Loans apart. They are the reason clients come to us in the first place and why clients stay with us deal after deal. Attracting, retaining and promoting the best people is key to our success and our growth.