Client relationship manager Jobs in Thousand Oaks, CA

divh2Client Portfolio Manager/h2pAnchor Loans is one of several operating companies owned by Pretium Partners and is working diligently to expand and grow its lending footprint. Anchor Loans, established in 1998, is the nations leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers./ph3Position Summary:/h3pThe Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial submission through post-close servicing. The Client Portfolio Manager ensures internal alignment, proactive borrower communication, and timely file execution. This role is designed to advance file momentum, support borrower clarity, and strengthen communication and operational cohesion across all pipeline roles./ph3Essential Duties Responsibilities:/h3ulliDrive each file from submission through funding with close attention to deadlines and workflow alignment./liliMonitor the pipeline daily and resolve process delays with urgency and accuracy./liliCollaborate with onboarding, underwriting, processing, credit, legal, and escrow/title partners to ensure timely closings./liliAct as a liaison to borrowers and brokers during active file processing./liliSupport borrowers in document submission and file corrections to reduce friction and keep files on track./liliDeliver concise file status updates to the internal stakeholders./liliReport regularly on time-to-close, fallout rates, communication quality, and borrower feedback./liliGuide borrowers through the post-close transition, including onboarding to servicing platforms and key dates./liliCoordinate internally and with servicing partners for extensions, payoffs, draw requests, and modifications./liliMaintain client engagement throughout the loan lifecycle to support retention and satisfaction./liliIncreased wallet-share across all Team Lex borrowers/liliChampion the end-to-end borrower journey, identifying bottlenecks and experience gaps./liliGather and synthesize feedback from borrowers and brokers to recommend improvements./liliCoordinate 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./liliOwn 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./li/ulh3Requirements:/h3ulliBachelors degree in Business, Finance, Communications, or a related field (preferred)./lili3+ years of experience in office administration, client relationship management, loan processing, or pipeline coordination within the financial services or real estate industry./liliExperience working cross-functionally with underwriting, loan processing, and loan servicing teams./liliComfortable using CRM systems, loan origination platforms, and internal reporting tools./liliProject management mindset capable of driving multiple loan files from submission through funding with attention to deadlines./li/ulh3Work Environment:/h3pThis is a hybrid position which requires in-office reporting to Anchors Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday./ph3Compensation:/h3pThe base pay range for this position is $75,000 to $90,000 per year, plus annual discretionary bonus based on performance of the individual and company./ph3What We Offer:/h3pThe values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability youll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:/pulliComprehensive health insurance options including Medical, Dental, Vision, Basic Life/ADD insurance/liliGenerous sick leave vacation benefits for rest, relaxation, and personal pursuits/liliHighly competitive performance bonus/lili401(k) retirement program with employer match/liliTuition reimbursement toward professional development/liliWorkplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons/liliOnsite gym (Thousand Oaks only)/lili12 Paid Holidays/li/ulpDiversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic./p/div