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- Tasks: Manage high-value client relationships and ensure smooth loan processes.
- Company: Anchor Loans is a leading private lender in residential real estate, with over $10 billion funded.
- Benefits: Enjoy hybrid work options, competitive pay, health insurance, and generous vacation time.
- Why this job: Join a dynamic team focused on client success and community improvement.
- Qualifications: Bachelor's degree and 5+ years in client management or real estate finance required.
- Other info: Diversity is valued; all qualified candidates are encouraged to apply.
The predicted salary is between 60000 - 85000 £ per year.
Join to apply for the Business Relationship Manager role at Anchor Loans
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Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.
Anchor Loans, established in 1998, is the nation’s 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.
Position Summary
The Business Relationship Manager plays a critical role in driving client satisfaction, loan volume, and retention within Anchor’s RTL-focused Debt & Equity Broker and Boutique Private Lender channel. This individual serves as the primary relationship owner for high-value clients, ensuring a seamless experience from onboarding through funding. By combining deep product knowledge with operational excellence and strategic insight, the Business Relationship Manager helps clients structure successful deals, navigate the loan process efficiently, and maximize their partnership with Anchor. This role is ideal for a proactive, client-focused professional who thrives in a fast-paced, high-impact environment.
- Serve as the primary responsible party for relationships that produce over $250 million of annual volume with 70% pull-through in the RTL Focused D&E Brokers and Boutique Private Lender channel
- Onboard 50 clients per year, and maintain Active relationships / funding retention of 75% year over year
- Become an expert in Anchor’s products and guidelines and be able to deftly advise clients on projects / initial structuring
- Maintain average pre-submission to submission timelines of less than 5 business days and submission to funding timelines of less than 20 business days
- Achieve customer satisfaction of 85%.
Requirements
- Bachelor’s degree in Business, Finance, Real Estate, or a related field (or equivalent experience).
- 5+ years of experience in client success, relationship management, or loan operations within real estate finance, private lending, or mortgage banking.
- Proven track record managing high-volume client portfolios and achieving retention and satisfaction goals.
- Deep understanding of real estate loan products, especially in the RTL (Residential Transitional Lending) space.
- Strong knowledge of loan structuring, underwriting processes, and funding workflows.
- Exceptional communication and interpersonal skills with the ability to build trust and rapport with clients and internal teams.
- Highly organized with the ability to manage multiple client pipelines and deadlines simultaneously.
- Proficiency in CRM systems, loan origination platforms, and productivity tools (e.g., Salesforce, Encompass, Microsoft Office Suite).
- Client-obsessed with a proactive, solution-oriented approach.
- Comfortable working in a fast-paced, dynamic environment.
This is a hybrid position which requires in-office reporting to Anchor’s Thousand Oaks, CA or our Charlotte, NC office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday.
Fully remote opportunities are available as well.
Compensation
The base pay range for this position is $75,000 to $100,000 per year, plus a comprehensive incentive bonus plan.
What We Offer
The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you\’ll 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:
- 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
Diversity 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.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales, Business Development, and Customer Service
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Business Relationship Manager employer: Anchor Loans
Contact Detail:
Anchor Loans Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Relationship Manager
✨Tip Number 1
Familiarise yourself with Anchor Loans' products and services. Understanding their unique offerings, especially in the RTL space, will allow you to speak confidently about how you can help clients navigate their loan processes.
✨Tip Number 2
Network with professionals in the real estate finance sector. Attend industry events or join relevant online forums to connect with potential colleagues and clients, which can give you insights into the role and the company culture.
✨Tip Number 3
Prepare to demonstrate your client management skills. Think of specific examples from your past experience where you've successfully managed high-volume portfolios and achieved retention goals, as this is crucial for the Business Relationship Manager role.
✨Tip Number 4
Showcase your communication skills during any interactions. As a Business Relationship Manager, building trust and rapport with clients is key, so practice articulating your thoughts clearly and confidently.
We think you need these skills to ace Business Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client success, relationship management, and real estate finance. Use specific examples that demonstrate your ability to manage high-volume client portfolios and achieve retention goals.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Business Relationship Manager role at Anchor Loans. Discuss how your background aligns with their needs, particularly your understanding of real estate loan products and your proactive, client-focused approach.
Showcase Relevant Skills: Emphasise your exceptional communication and interpersonal skills in your application. Provide examples of how you've built trust and rapport with clients in previous roles, as this is crucial for the position.
Highlight Your Achievements: Include quantifiable achievements in your application, such as the number of clients onboarded or retention rates you’ve maintained. This will help demonstrate your capability to meet the expectations set by Anchor Loans.
How to prepare for a job interview at Anchor Loans
✨Know Your Products Inside Out
As a Business Relationship Manager, you'll need to demonstrate a deep understanding of Anchor Loans' products and guidelines. Be prepared to discuss how these products can benefit clients and structure successful deals.
✨Showcase Your Client Management Skills
Highlight your experience in managing high-volume client portfolios. Share specific examples of how you've achieved retention and satisfaction goals in previous roles, as this will resonate well with the interviewers.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client relationships. Prepare scenarios where you've successfully navigated challenges in loan processes or client interactions.
✨Demonstrate Your Organisational Skills
Given the fast-paced nature of the role, it's crucial to show that you can manage multiple client pipelines effectively. Discuss your strategies for staying organised and meeting deadlines, which will be key to success in this position.
