Regional Loan Originator

Anchor Loans

Regional Loan Originator at Anchor Loans meeting loan production goals by building relationships with real estate investors. Handling client interactions and operations throughout the loan cycle.

Posted 7/30/2026full-timeRemote • Alabama, Kentucky, Louisiana, Minnesota, Missouri, Montana, Ohio, Tennessee, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong relationship-building capabilities with property investors and referral partners, leveraging CRM tools for effective client management and sales strategies. Proficient in evaluating loan transactions and facilitating the borrower approval process while maintaining clear communication with customers.

Highest-signal resume keywords

CRM ManagementSales Strategy DevelopmentLoan Transaction EvaluationRelationship BuildingOutbound Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ProcessingTransaction EvaluationQuote CreationPipeline MonitoringCold Calling

Soft Skills

Attention to DetailSelf-MotivationTime ManagementInterpersonal SkillsAdaptability

Tools & Technologies

CRM SoftwareMicrosoft Office

Industry Keywords

Property InvestmentReal EstateBorrower ApprovalLead GenerationMarket Trends

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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