Client Relationship Manager

Anchor Loans

Client Relationship Manager supporting Anchor Loans, a private lender for residential real estate investors and builders. Managing loan sizing, Salesforce pipelines, borrower documentation, and closing support.

Posted 8/5/2026full-timeThousand Oaks • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in mortgage lending and financial services, with a strong focus on borrower relationship management and loan origination processes. Proficient in using Salesforce for managing loan activities and ensuring smooth collaboration across teams.

Highest-signal resume keywords

Mortgage Lending ExperienceSalesforce ManagementLoan Origination SupportEffective CommunicationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan DocumentationTransaction EvaluationDeal SizingQuote CreationTerm Sheet DraftingFile Escalation ManagementPre-qualification of Loan Packages

Soft Skills

Strong Work EthicAttention to DetailInitiativeLeadership Experience

Industry Keywords

Financial ServicesReal EstatePrivate LendingCustomer-facing Sales SupportBusiness Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Ability to report in-office at Anchor’s Thousand Oaks office Tuesday, Wednesday, and Thursday

Benefits

Comp & perks

Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
Generous sick leave & vacation benefits
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