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Thousand Oaks, California, United States
Onsite
Why Anchor Loans?
Anchor Loans is one of several operating companies owned by Pretium Partners (+$70B 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 Capital Markets Collateral Coordinator manages the receipt, secure storage, retrieval, shipment, and tracking of physical collateral and trailing documents. The role independently coordinates recurring document movements and maintains accurate custody and delivery records. Careful handling and timely movement of original collateral documents support complete custodial files, warehouse financing requirements, and downstream loan transactions.
Essential Duties & Responsibilities:
• Receive, review, organize, and securely file original collateral, recorded security instruments, final documents, and trailing documents.
• Maintain accurate file-location, custody, and document-status information within the designated loan or document-management system.
• Pull collateral files and trailing documents for delivery to warehouse facility or loan-sale custodians.
• Prepare shipment documentation, coordinate delivery, and communicate shipment details to custodians and other required parties.
• Receive, scan, name, index, save, and file trailing documents in accordance with established procedures.
• Monitor collateral, custodian, exception, and shipment reports to identify outstanding documents and delivery risks.
• Follow up on missing or delayed documents and route exceptions or correction requests to the appropriate internal partner.
• Track paid-loan collateral subject to approved retention requirements and coordinate authorized return or destruction when eligible.
• Provide timely status updates, flag potential delays, and escalate unresolved custody, shipment, or document issues.
• Support weekly and ad hoc reporting by maintaining complete shipment, receipt, and exception information.
• Manage a high-volume workflow with multiple deadlines while maintaining document security, accuracy, and chain of custody.
• Follow applicable company procedures and investor or custodian requirements communicated through approved guidance and training.
• Perform other duties and special projects as assigned.
Requirements:
• Experience handling physical records, shipping workflows, document custody, or comparable operational processes.
• Strong attention to detail and the ability to review, organize, and maintain original documents accurately.
• Ability to manage high-volume workflows, multiple deadlines, and competing priorities with limited day-to-day direction.
• Clear written, verbal, and interpersonal communication skills for coordinating with business partners and employees.
• Ability to interpret procedures, maintain tracking information, and prepare routine reports and correspondence.
• Demonstrated reliability, integrity, and accountability when handling sensitive documents and meeting commitments.
Preferred, but not required:
• Experience in mortgage operations, post-closing, collateral management, servicing, title, or custodial operations.
• Familiarity with original loan files, trailing documents, final title policies, warehouse facilities, and document-retention practices.
• Experience with shipping platforms, loan systems, document repositories, and collateral-tracking tools.
Work Environment:
This is an onsite position which requires in-office reporting to Anchor’s Thousand Oaks, CA office.
Compensation:
The base pay range for this position is $25.00 to $27.00 an hour, plus annual discretionary bonus based on performance of the individual and company.
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.
