Pretium Enterprise Services, India · 4 hours ago
Client Portfolio Manager
Thousand Oaks, CA
Full-time
Hybrid
Mid Level
$75K/yr - $90K/yr
3+ years expAnchor Loans, a leading private lender for residential real estate investors, is seeking a Client Portfolio Manager to guide borrowers through the lending process. The role involves ensuring timely communication and execution of loan files while collaborating with various internal teams to enhance the borrower experience.
Financial Services
Responsibilities
Drive each file from submission through funding with close attention to deadlines and workflow alignment
Monitor the pipeline daily and resolve process delays with urgency and accuracy
Collaborate with onboarding, underwriting, processing, credit, legal, and escrow/title partners to ensure timely closings
Act as a liaison to borrowers and brokers during active file processing
Support borrowers in document submission and file corrections to reduce friction and keep files on track
Deliver concise file status updates to the internal stakeholders
Report regularly on time-to-close, fallout rates, communication quality, and borrower feedback
Guide borrowers through the post-close transition, including onboarding to servicing platforms and key dates
Coordinate internally and with servicing partners for extensions, payoffs, draw requests, and modifications
Maintain client engagement throughout the loan lifecycle to support retention and satisfaction
Increased wallet-share across all Team Lex borrowers
Champion the end-to-end borrower journey, identifying bottlenecks and experience gaps
Gather and synthesize feedback from borrowers and brokers to recommend improvements
Coordinate with marketing borrower outreach (holidays, birthdays, events, etc.) specific to Team Lex. In addition, coordinate with marketing on GTM initiatives, just funded messaging, drip campaigns, etc
Own the First Time Closing client summary by gathering process/closing feedback from First Time borrower closings, request and obtain borrower reviews, provide First Closing Merch, summarize progress and provide reporting
Qualification
Required
Bachelor's degree in Business, Finance, Communications, or a related field (preferred)
3+ years of experience in office administration, client relationship management, loan processing, or pipeline coordination within the financial services or real estate industry
Experience working cross-functionally with underwriting, loan processing, and loan servicing teams
Comfortable using CRM systems, loan origination platforms, and internal reporting tools
Project management mindset – capable of driving multiple loan files from submission through funding with attention to deadlines
Benefits
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
Company
Pretium Enterprise Services, India
Pretium Enterprise Operations India Private Limited (PES India) is a subsidiary of Pretium Partners, LLC.
501-1000 employees
H1B Sponsorship
Pretium Enterprise Services, India has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
Funding
Current Stage
Late StageCompany data provided by crunchbase