Anchor Loans

Analyst

• Analyze construction budgets, project feasibility, and borrower execution capabilities for renovations and luxury ground-up construction projects
• Evaluate construction plans, specifications, and permits against financial and operational objectives
• Prepare detailed reports with insights and recommendations for underwriting, valuation, and processing teams
• Communicate critical findings and potential risks from desk-based reviews or field inspections
• Collaborate with valuation, underwriting, and processing teams to support construction-loan approval and funding
• Assess property values and project viability
• Ensure projects comply with building codes, zoning regulations, and environmental standards
• Stay current on construction underwriting best practices and regulatory changes
• Perform other assigned duties

Construction Analyst

Account Manager

• 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 with Processing, Valuations, Construction, and Underwriting teams to ensure smooth loan pipeline progression
• Support the origination process from lead through closing while delivering an exceptional borrower experience
• Provide business development support and manage borrower relationships

Client Relationship Manager

Loan Processor

• Establish and maintain relationships with clients and referral partners to retain existing business and attract new.
• Enter prospective new DSCR loan applications into the loan origination system.
• Prepare quotes and LOI’s as necessary on all loan structures.
• Reconcile and organize all application information received and review items for qualification.
• Order and secure all third-party documents such as title, credit reports, appraisal and any other items required on the loan files.
• Act as a liaison between clients, internal staff, brokers, title companies, etc. to respond to inquiries, provide status updates, and obtain all necessary documentation required for the file.
• Manage a loan pipeline of 20 to 25 loans, resolving any problems or conditions in an expeditious manner as the file moves through the process, from initial receipt through funding.
• Prepare and review mortgage loan files to ensure compliance with investor guidelines.
• Ensure that all loan files submitted to underwriting are complete and accurate. This requires pre-underwriting of the borrower and loan file. (Loan structure, loan terms, cash reserves, borrower experience, escrow/title documentation, and initial evaluation of risk)
• Perform related duties and special projects as assigned.

DSCR Loan Processor

Loan Originator

• 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.
• 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.

Regional Loan Originator

Business Development Rep

• Expand Anchor Loans' brand presence and broker origination volume within the assigned territory by developing and executing a strategic market growth plan focused on acquiring, activating, and growing relationships with real estate investment loan brokers.
• Drive broker production by consistently exceeding sales goals through the acquisition of new broker relationships, re-engagement of inactive accounts, and growth of existing broker partners utilizing Anchor Loans' business purpose lending products.
• Develop and maintain trusted relationships with mortgage brokers, broker owners, and referral partners, positioning Anchor Loans as their preferred lending partner for fix-and-flip, bridge, ground-up construction, and other business purpose loan products.
• Identify opportunities to increase market share by monitoring competitive pricing, market trends, and broker feedback, while partnering with internal stakeholders on targeted pricing initiatives, promotions, and broker-focused campaigns.
• Educate brokers on Anchor Loans' products, underwriting guidelines, processes, and value proposition to increase product adoption and improve broker confidence throughout the lending process.
• Partner closely with internal Operations, Underwriting, Credit, and Closing teams to ensure an exceptional broker experience from initial submission through loan funding while proactively resolving issues that may impact service levels.
• Manage an active pipeline of broker-submitted opportunities by monitoring loan status, identifying potential obstacles, and working collaboratively with brokers and internal teams to keep transactions moving toward successful closing.
• Serve as the primary market ambassador for Anchor Loans by representing the company at industry conferences, trade shows, networking events, brokerage meetings, and other business development opportunities to increase brand awareness and generate new broker partnerships.
• Utilize CRM tools to effectively manage broker relationships, document sales activities, track pipeline performance, and maintain accurate records of client interactions, opportunities, and business development efforts.
• Assist brokers with deal structuring and preliminary loan qualification to maximize submission quality and improve approval and funding outcomes.
• Conduct business with the highest level of integrity by adhering to all company policies, regulatory requirements, and ethical lending standards while proactively identifying and escalating potential fraud or unethical broker activity.

Construction Analyst

Client Relationship Manager

DSCR Loan Processor

Regional Loan Originator

Regional Business Development Manager