Regional Loan Originator

Anchor Loans

. Identify new customers and lending opportunities with property investors and referral partners .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales acumen and relationship-building skills with property investors and referral partners, while effectively managing client communications and leveraging CRM tools to drive loan volume and customer satisfaction.

Highest-signal resume keywords

Sales Relationship ManagementCRM ProficiencyLoan Packaging and Pre-QualificationAnalytical SkillsExceptional Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan EvaluationQuote CreationTerm Sheet DevelopmentPipeline MonitoringLead Generation

Soft Skills

Time ManagementSelf-MotivationAdaptabilityInterpersonal SkillsDependability

Tools & Technologies

CRM SoftwareMicrosoft Office

Industry Keywords

Property InvestmentReal EstateBorrower RelationshipsSales and MarketingIndustry Trends

About the role

Key responsibilities & impact

Identify new customers and lending opportunities with property investors and referral partners
Drive sales and build relationships with property investors, brokers, and real estate agents
Cultivate borrower relationships through in-person meetings, calls, emails, and other channels
Maintain a client database in the CRM
Conduct regular outreach to existing and prospective customers
Attend industry events and conferences to generate and convert leads
Use CRM marketing campaigns to nurture customer relationships
Evaluate transactions, size deals, and create quotes and term sheets
Work with Sales and Marketing to identify business sources and meet monthly loan volume goals
Facilitate borrower approval by collecting and submitting required information
Pre-qualify loan packages and obtain initial borrower documentation
Monitor pipeline reports and resolve potential loan problems
Grow the Anchor brand through blog posts, online posts, reposts, and marketing strategies
Maintain transparent customer communication about submitted loan status
Partner with Valuations, Construction, and Underwriting leaders to prioritize pipelines and resolve roadblocks
Track industry and competitor trends to inform product, sales, and pricing decisions
Travel to conferences and client meetings

Requirements

What you’ll need

Ability to prioritize workload and manage time in a remote environment
Highly analytical with strong attention to detail
Self-starter with the ability to work with minimal supervision
Comfortable with outbound communication with a majority of cold leads
Ability to adapt quickly to new procedures and systems
Exceptional communication and interpersonal skills
Ability to work as a dependable teammate in a fast-paced start-up environment
Highly self-motivated and disciplined
Experience with CRM is preferred
Proficient in Microsoft Office, with aptitude to learn new software and systems
Willingness to travel up to 50% of the time
Must reside in the Western Region; hiring aimed at Oregon and Washington

Benefits

Comp & perks

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