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Real Estate Analyst

Company: Anchor Loans LP
Location: Thousand Oaks
Posted on: May 25, 2023

Job Description:

This is your ticket into the real estate industry! Anchor is a highly experienced lender, with 2023 our 25th year in business. This is an exciting position that will be integral in our growth nationally.Anchor Loans is the premier direct private money lender. Since 1998, Anchor has provided qualified developers and borrowers with quick bridge, ground up construction and SFR financing for non-owner occupied properties. With headquarters in greater Los Angeles and a nationwide network, Anchor continues to expand into new markets.Position SummaryAnchor Loans is looking for Real Estate Analyst(s) who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Real Estate Analyst has a strong appetite to learn, is motivated by "getting" a deal done and can seamless toggle between relationship management and deal analysis. This role is a stepping stone to an Account Executive, and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and the influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate.Benefits: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:100% paid employee Medical, Dental, Vision, Basic Life/AD&D insuranceGenerous sick leave & vacation benefits for rest, relaxation, and personal pursuitsHighly competitive performance bonus401(k) retirement program with employer matchTuition reimbursement toward professional developmentWorkplace Celebrations, Team Building, Charity Drives, and Food Truck luncheonsWellness activities and onsite gym10 Paid HolidaysEssential Duties & Responsibilities:Support a Sr. Account Executive 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.Work with the Sales and Marketing team to identify all potential business sources towards the goal of meeting monthly loan volume goals.Pre-qualify loan packages when borrower 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 assignedEssential Job Requirements and Required Skills/ Qualifications:Strong work ethic and willingness to take initiativeHigh level of organization and detail-orientation, a mustAdvanced problem-solving and analysis skillsHealthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team based environmentDemonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plusExcellent communication and writing, superior oral and written skillsStrong knowledge of spreadsheets, databases and presentation softwareAbility to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it doneProficient in Microsoft Office and the GSuite, with aptitude to learn new software and systemsEducation: Preferred College Discipline/Degree- Bachelor's degree in accounting, marketing or financeAnchor Loans, LP is subject to the California Consumer Privacy Act of 2018 ("CCPA"). A copy of Anchor's California Privacy Policy can be found at

Keywords: Anchor Loans LP, Thousand Oaks , Real Estate Analyst, Professions , Thousand Oaks, California

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