Client Relationship Manager
Jobtailor
Support Loan Originators in sizing, documenting, and closing loans Manage lead and loan activities in Salesforce on behalf of Loan Originators Evaluate transactions using standardized tools to size deals, create quotes, and draft term sheets Complete file escalations including pricing, structuring, and tiering exceptions Pre-qualify loan packages and obtain required borrower documentation Partner with Processing, Valuations, Construction, and Underwriting teams to ensure smooth loan pipeline progression Support the origination process from lead through closing while delivering an exceptional borrower experience Provide business development support and manage borrower relationships Requirements 1-3 years of experience in mortgage lending, private lending, banking, financial services, real estate, or a customer-facing sales support role preferred Bachelor's degree in Business, Finance, Real Estate, Marketing, or a related field preferred, or equivalent experience Strong work ethic and initiative, with proven leadership or supervisory experience Strong organizational skills and attention to detail Eagerness to learn private lending and real estate finance Effective written and verbal communication Ability to report in-office at Anchor's Thousand Oaks office Tuesday, Wednesday, and Thursday Core Competencies Demonstrates expertise in mortgage lending and financial services, with a strong focus on borrower relationship management and loan origination processes. Proficient in using Salesforce for managing loan activities and ensuring smooth collaboration across teams. Highest-signal resume keywords Mortgage Lending Experience Salesforce Management Loan Origination Support Effective Communication Organizational Skills ATS Optimization Keywords Hard Skills Loan Documentation Transaction Evaluation Deal Sizing Quote Creation Term Sheet Drafting File Escalation Management Pre-qualification of Loan Packages Soft Skills Strong Work Ethic Attention to Detail Initiative Leadership Experience Industry Keywords Financial Services Real Estate Private Lending Customer-facing Sales Support Business Development #J-18808-Ljbffr
$75k - $85k
...is expanding into new markets and service lines to better serve our current and future borrowers. Position Summary: The Client Relationship Manager partners closely with Loan Originators to support the origination process from lead through closing while delivering an exceptional...SuggestedWork at officeRemote workMonday to FridayAnchor Loans
Thousand Oaks, CA5 days ago$115k - $160k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to...SuggestedFull timeWork at officeWork from homeHome officeShift workDay shiftBank of America
Westlake Village, CA6 days ago- ...important the comfort and well-being of every client and foster healing by serving our clients... ...strategic plans to enhance the company’s relationship with its patients, medical providers and insurance. Oversee the day‑to‑day management of patient accounts. Provide mentorship,...Suggested
MVP Team Provider LLC
Simi Valley, CA2 days ago - Anchor Loans in Thousand Oaks, CA, is seeking a Client Relationship Manager to partner with Loan Originators, supporting the origination process from lead through closing while delivering an exceptional borrower experience. You will size loans, prepare pricing, draft term...Suggested
$43.27 - $52.88 per hour
...Client Manager - Commercial Lines Full-time Department Name: Customer Service Office Type: Remote Compensation: USD 43.27 - USD 52.88... ...ability to manage a book of business and build long-term client relationships. Strong understanding of carrier underwriting guidelines and...SuggestedHourly payFull timeWork at officeRemote workFlexible hoursAndreini
Westlake Village, CA5 days ago$180k - $210k
...PharmaEssentia is seeking an experienced Hematology Account Manager with a strong patient focus and a passion for driving results... ...experience in academic and community-based institutions ~ Existing relationships with key customers are highly valued (e.g., KOLs, key account...Full timeTemporary workLocal areaFlexible hoursPharmaessentia U.s.a.
Thousand Oaks, CA1 day ago$73.4k - $78.4k
...The Membership Experience and Engagement Manager curates a luxury membership experience... ...employee‑related issues. Develop working relationships with Engineering, Laundry, F&B, and Spa... ...upgrades, and memberships to prospects and clients. Inform guests on all aspects regarding...Full timeWorldwideFlexible hoursWeekend workAfternoon shiftEarly shiftWeekday work- ...Services in Thousand Oaks, California, seeks an experienced Group Benefits Producer to sell group health plans and provide exceptional client support. The ideal candidate will possess a valid Health Insurance Producer License and have 2+ years of sales experience. The...
$115k - $135k
...development, promotional strategies, and media measurement. This is an excellent opportunity for a seasoned ecommerce digital media buyer to manage budgets in-house while gaining expertise in online-to-offline measurement. The position offers significant visibility within the...Local area- ...Customer Experience Manager Founded in 1978 by Lucy and Henry Billingsley, the organization expertly builds, owns, and manages its properties, ensuring long-term client, resident, and partner return. Specializing in master-planned developments and principles of new...Work at officeWeekend work
- ...will identify strategic growth opportunities, develop customer relationships, shape requirements, influence acquisition strategies, and... ...position across avionics, aircraft systems, connectivity, data management, and software solutions.What you’ll doDevelop and execute...Full timeContract workFor contractorsWork experience placementLocal areaFlexible hours
$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California, United States - Privity CPA Partners PC... ...can focus on high-level tax analysis, planning, and client relationships. Key Responsibilities Prepare and review complex Form 1041...Hourly payFull timePart timeWork at officeRemote workMonday to Friday$31.25 per hour
...What You'll Do As an Account Manager you'll be accountable for the operational management of client relationships. You'll provide quality service by maintaining client accounts (pipeline management), including manage aged loans, lead regular client calls, and follow up...Hourly payAmeriHome Mortgage Company, LLC
Westlake Village, CA5 days ago$45k
...increase their sales success rates. Understand and demonstrate the benefits of our program and products to the distributors. Manage the needs and expectations of distributors, handle questions, issues, and/or objections given, resolve conflicts and ensure satisfaction...Full timeMonday to FridayVitavet Labs Inc
Westlake Village, CA1 day ago$73.91k - $111.32k
...Senior Account Manager Dysrupt is obsessed with all things digital marketing, and the ecosystem is more complicated than... ...business, focused on performance marketing, developing client and platform relationships, and isn't afraid to be constantly innovating. If this sounds...Temporary workFreelanceFlexible hoursPublicis Groupe Holdings B.V
Agoura Hills, CA2 days ago$140k - $170k
...and develops growth and retention for client specific programs. Reviews research to... ...translate customer’s attitudes of services and relationship Consults with development teams on... ...: Bachelor’s degree in Business Management, or a related field from a four-year college...SBM Offshore
Thousand Oaks, CA2 days ago- ...in a fast paced and dynamic industry. The Western Region Sales Manager ensures the market share and revenue growth of Teledyne Geospatial... ...provide the necessary sales administration support.Acquire new client accounts directly through focused and well-structured...Permanent employmentWork experience placement
$75k - $85k
...MORELAND RD,Simi Valley, CA, 93065-1662,United States Base Pay $75,000.00 - $85,000.00 / Year Job Category Client Services, Customer Service Employee Type Exempt Manage Others Yes Description Essential Functions Including but not limited to the following: Set and uphold...Theuniversityunion
Simi Valley, CA2 days ago$75k - $85k
...2, United States Base Pay $75,000.00 - $85,000.00 / Year Job Category Client Services, Customer Service Industry Collectibles, Distribution, eCommerce Employee Type Exempt Manage Others Yes Minimum Experience 3 Years Description Requirements Summary...Entertainment Earth
Simi Valley, CA2 days ago- ...review. Cross-Functional Leadership Build strong working relationships with field sales teams to ensure national account strategy... ...All employees get a seat at the table and have influence with management. We care about giving back to the community. Our team donates...Full timeContract workLocal areaWorldwide
Caldera Medical
Westlake Village, CAa month ago - ...want you on our team! What You’ll Do: Identify, engage, and recruit high-caliber candidates. Build and nurture strong client relationships to meet their hiring needs. Close deals like a true professional, ensuring win-win outcomes for clients and candidates....
DueNorth
Thousand Oaks, CAmore than 2 months ago $10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing...Work at office- True Classic is seeking an Associate Director, Customer Experience to own the complete customer journey across Shopify (DTC), TikTok Shop, Amazon, wholesale, and retail. The role focuses on rapid, warm, and accurate responses, maintaining a Ritz-Carlton level of service...
$26.5 - $32.5 per hour
...tailored insurance solutions that put our clients in control. Our growing team of... ...Establishes and maintain strong business relationships with clients and insurance carriers.... ...computer systems and automated agency management systems; ensures the accuracy of data...Hourly payWork at officeLocal areaFlexible hoursHUB International
Thousand Oaks, CA1 day ago- ...HUB ACCOUNT MANAGEMENT SPECIALIST In a rapidly changing world, HUB advises businesses... ...tailored insurance solutions that put our clients in control. Our growing team of... ...Establishes and maintain strong business relationships with clients and insurance carriers....Work at officeFlexible hours
Squaremouth
Westlake Village, CA3 days ago $28.58 - $40.35 per hour
...Description Job Description Account Manager Remote, 8am-5pm MT Position... ...responsible for overseeing a portfolio of clients with increased complexity, ensuring the... ...applicable. Utilize various Customer Relationship Management (CRM) platforms such as Salesforce...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaRemote workMonday to FridayWeekend workWarner Pacific Insurance Services
Westlake Village, CA3 days ago- A boutique CPA practice is seeking an Assistant Client Manager to support client communications and production tasks. This part-time role, based in Thousand Oaks, California, requires a minimum of 2 years experience in client care and tax accounting. The ideal candidate...Part timeFlexible hoursWeekday work
$27 - $55 per hour
...PC $27.00 - $55.00 (US Dollar) CTEC - EA - CPA - Assistant Client Manager Assistant Client Manager / CPA, EA , or CTEC About Privity... ...you thrive in a high trust, growth minded environment where relationships matter, you'll fit right in. Why This Role Matters Our Senior...Hourly payPart timeWork at officeImmediate startRemote workFlexible hours$266.64k - $360.75k
...Related Conditions Corporate Affairs vision into integrated communications that support launch readiness, commercialization, lifecycle management, and future indication expansion. Reporting to the Associate Vice President, Corporate Affairs, you will serve as the Corporate...Full timeFlexible hours- ...and you do the right thing - always.YOU'D BE GREAT FOR THIS ROLE IF:You love AE and Aerie products!You've led teams in a retail management role previously - #practicemakesperfect!You can multi-task and have attention to detail; priority-setting and time management are...Full timePart timeCasual workSeasonal workLocal areaFlexible hoursShift work
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