Sales Support Coordinator

3 weeks ago


Thousand Oaks, California, United States Anchor Loans LP Full time
Job Overview

Anchor Loans LP is seeking a highly motivated Sales Support Specialist to join our team. This role is a steppingstone to an Account Executive position and offers the opportunity to learn about business purpose lending and grow into a mortgage origination role.

The ideal candidate will have a strong appetite to learn, be motivated by getting deals done, and have excellent communication and writing skills. Experience as a loan officer assistant is a plus, but not required.

This is a non-remote opportunity, and the successful candidate will be required to work in our Thousand Oaks, CA office.

Key Responsibilities
  • Support a Sr. Account Executive in sizing, documenting, and getting loans closed.
  • Identify new customers and lending opportunities with property investors and referral partners.
  • Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing, and lead segmentation activities.
  • Evaluate transactions using standardized tools to size the deal, create quotes, and terms sheets.
  • Work with the Sales and Marketing team to identify potential business sources and meet monthly loan volume goals.
  • Pre-qualify loan packages and work directly with potential borrowers to obtain initial documentation.
  • Monitor pipeline reports to determine the status of all loans and act to alleviate any potential problems.
  • Be a Brand Ambassador by supporting Account Executives with social media and marketing strategies.
  • Maintain constant and transparent dialogue with customers to keep them informed of the status of submitted loans.
  • Learn all operations and credit functions, creating strong partnerships with Processing, Valuations, Construction, and Underwriting Department Leaders.
Requirements and Qualifications
  • Strong work ethic and willingness to take initiative.
  • High level of organization and detail-orientation.
  • Advanced problem-solving and analysis skills.
  • Healthy mix of innovation and resourcefulness.
  • Excellent communication and writing skills.
  • Strong knowledge of spreadsheets, databases, and presentation software.
  • Ability to work independently and with a team to meet deadlines.
  • Proficient in Microsoft Office.


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