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Anchor Loans · 1 day ago

Client Relations Coordinator

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $75K/yr

Anchor Loans is the nation’s leading private lender to experienced residential real estate investors and builders, seeking Client Relations Coordinators passionate about customer experience. The role involves supporting a Senior Account Executive, managing relationships with property investors, and facilitating loan processes.

Financial ServicesPayments

Responsibilities

Support a Sr. Account Executive (AE) in sizing, documenting and getting a loan closed

Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources

Primary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc

Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activities

Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets

Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals

Pre-qualify loan packages when borrowers 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

Be a Brand Ambassador by supporting Account Executives with social like 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

Learn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocks

Performing related duties and special projects as assigned

Qualification

Customer experienceRelationship managementSocial media proficiencyMicrosoft OfficeProblem-solvingOrganization skillsCommunication skillsTeamwork

Required

Strong work ethic and willingness to take initiative

High level of organization and detail-orientation, a must

Advanced problem-solving and analysis skills

Healthy mix of innovation and resourcefulness – ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment

Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus

Excellent communication; superior oral and written skills

Strong knowledge of spreadsheets, databases and presentation software

Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done

Proficient in Microsoft Office, with aptitude to learn new software and systems