Anchor Loans jobs - 24 jobs

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Essential Duties & Responsibilities Manage the day-to-day status report of payment collections and delinquencies. Generate billing statements and notices for all loans within the portfolio, make changes to billing and servicing notices as required to ensure ongoing compliance with policy, procedure and loan documents. Act as the main liaison for the borrower on all payment, insurance and extension related inquiries and process requests for all such inquiries as per department policy. Help educate borrowers to mitigate delinquencies. Prepare and send out collection letters for loans in default. Prepare, send out and track extension agreements. Update servicing system with notes and new data. Prepare all Verification of Mortgage requests received. Create a positive customer service experience while focusing on the approved policies and procedures, productivity and effectiveness of the company. Promptly respond, investigate, analyze and present resolutions to internal and external inquiries and payment service issues. Process incoming insurance notices, cancellations and updated evidence of insurance forms. Monitor all insurance coverage including, hazard, flood and builders risk. Order and document lender forced placed insurance. Coordinate with customers on the processing of any insurance adjustment claims. Monitor the extensions workflow for the nationwide active portfolio, gathering updates, reports and preparing extension agreements for execution. Review and assess property inspections conducted by inspectors or third-party vendors. Monitor loans without a holdback component ensuring construction is progressing through inspections. Analyze annual & quarterly property tenant occupancy and lease reports. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Provided support to other team members and management as needed. Perform additional clerical duties as assigned by management. Desired Skills & Qualifications Bachelor's degree 1+ years of mortgage experience or banking background 1+ years of customer service experience Excellent analytical, problem-solving, math and organizational skills Strong computer skills including Microsoft Office (MS Word, Excel, Outlook) Excellent communication skills Detail-oriented, excellent organizational skills, and impeccable writing and grammar skills. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Ability to work on multiple projects with the flexibility for changing priorities Ability to prioritize multiple tasks, meet deadlines and work under pressure. Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks, CA office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. Compensation: The base pay range for this position is $23 - $28 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.

Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join our team of dedicated professionals. This position is based out of Encino, CA and Century City, CA on a hybrid basis. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing. Primary Responsibilities Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments Provide supporting documentation for Account Management personnel to use to book payments and receivables in AgilLink or DF Imaging Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing Assemble and coordinate all documentation necessary for requests to E-File Department Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors Maintain awareness of return diagnostics to point out possible impediments to the filing process Maintain proper filing procedures for effective record keeping Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary Monitor booking of tax AJE's Upload tax documents and other tax-related paperwork in the electronic tax binders Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements Train new hires on the policies and procedures of the tax department Assist in tracking of K-1's and other tax-related documents Draft IRS and other tax authority correspondence when requested Assist with scanning and filing of tax documents Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified Other projects and duties as assigned Qualifications High School Diploma is required Bachelor's degree is preferred Must be incredibly detail oriented and possess strong organizational skills Proficiency in Microsoft Office Suite, especially Excel and Word Familiarity with Agilink, GoSystems, or CCH tax software is a plus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Capability to learn new systems and process information quickly This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $48,000 - $57,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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 Anchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by “getting” a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required. Essential Duties & Responsibilities Support a Sr. Account Executive (AE) 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 Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals Pre-qualify loan packages when borrowers 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 assigned Requirements Strong work ethic and willingness to take initiative High level of organization and detail-orientation, a must Advanced problem-solving and analysis skills Healthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus Excellent communication; superior oral and written skills Strong knowledge of spreadsheets, databases and presentation software Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done Proficient in Microsoft Office, with aptitude to learn new software and systems Preferred, not required • Bachelor's degree in accounting, marketing or finance Work Environment: This a hybrid position that requires in-office attendance at our Thousand Oaks, CA or Charlotte, NC. Fully remote opportunities are also available for those with industry experience. Compensation The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus. 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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: We are looking for a customer service-oriented professional who can effectively communicate with all related parties to successfully close the loan transaction. Able to work collaboratively with loan account coordinators, escrow agents, and title companies to ensure a timely and accurate loan closing process. Assures compliance with investor guidelines and customer service standards. Communicate with customers, internal staff, brokers, title companies, etc. to respond to inquiries, resolve problems, and obtain all necessary documentation required to fund the loan. Essential Duties & Responsibilities: Ensure an outstanding customer experience for all customers including, Borrowers, Third Parties, and Internal Staff. Review all preliminary title work and obtain clearances as necessary. Review all Estimated HUDS thoroughly and with accuracy Clear funding conditions with accuracy. Ensuring that all files are complete and easy to navigate through and understand. Responsibilities may include coordinating with Post Closing and Asset management for insurance and facility issues. Performing related duties and special projects as assigned. Resolving any problems and conditions on files. Effectively communicates the status of documents and funding to all interested parties including Borrower, escrow, title, brokers, agents, etc. Prepares accurate funding packages including closing statements, and funding figures, and reviews HUD1 for accuracy against disclosed fees Requests wires and coordinates disbursements from title/escrow agents Maintains updated target closing dates with accuracy Ensures proper title insurance coverage Review, approve, and order hazard insurance coverage Job Requirements: Experience: Minimum 2 years loan processing Education: High School Diploma or GED equivalent, College Degree preferred. Ability to maintain a high-volume workload in a fast-paced, deadline-driven environment Strong customer service orientation, attention to detail, and excellent organizational skills Clear and concise communicator with excellent follow-up skills Advanced knowledge of loan processing and closing policies, procedures, documents, underwriting requirements, and approvals process. Ability to perform clerical work requiring speed and accuracy. Ability to manage multiple tasks and deadlines simultaneously Must be comfortable on the phone and be a people person. Strong verbal and written communication skills Ensure an outstanding customer experience for all customers including, Borrowers, Third Parties, and Internal Staff. Our goal is to establish strong relationships with our Customers and leave them with a sense of complete satisfaction in their decision to work with Anchor General knowledge of all department positions: Funder, Underwriting, and Borrower Package Coordinator, Evaluation, Payments, Payoffs, Appraisals, Draws, Post Closing and Finance. Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. *Must be able to start your day at 6:30am or 7am Compensation: The base pay range for this position is $26 - $30 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Essential Duties & Responsibilities Establish and maintain relationships with clients and referral partners to retain existing business and attract new. Enter prospective new loan applications into the loan origination system. Prepare Estimated Settlement Statements and LOI's as necessary on all loan structures. Reconcile and organize all application information received and review items for qualification. Order and secure all third-party documents such as title, credit reports, appraisal and any other items required on the loan files. Act as a liaison between clients, internal staff, brokers, title companies, etc. to respond to inquiries, provide status updates and obtain all necessary documentation required for the file. Manage a loan pipeline of 20 to 25 loans, resolving any problems or conditions in an expeditious manner as the file moves through the process, from initial receipt through funding. Prepare and review mortgage loan files to ensure compliance with investor guidelines. Submit files outside of guidelines to Credit Committee for approval. Ensure that all loan files submitted to underwriting are complete and accurate. This requires pre- underwriting of the borrower and loan file. (Loan structure, loan terms, cash reserves, borrower experience, escrow/title documentation, and initial evaluation of risk) Perform related duties and special projects as assigned Requirements Experience as a loan processor preferred. Superb interpersonal, written and verbal communication. Ability to provide exemplary service to clients and co-workers. Excellent organizational and time management skills with attention to detail. Ability to manage multiple tasks and deadlines simultaneously to maintain a high-volume workload in a fast paced, deadline driven environment Candidates should have a strong ability to prioritize and multitask without being micro-managed to meet multiple deadlines and work well in a team environment. Work Environment The preference is for this role to be a hybrid position which requires in office reporting to Anchor's Thousand Oaks, CA offices. Remote opportunities are also available to those not located near the area. Compensation The base pay range for this position is $26-$30/hour plus performance-based bonus. 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.

Do you like challenging payers? That feeling of satisfaction when your appeal is overturned? Then, this position may be right for you! CAF is in search of an experienced Appeals Specialist who is well versed in challenging insurance denials, utilizing payer guidelines and applicable state laws. The ideal candidate must have the ability to multitask, meet goals and work well individually and with others on special projects and individual workloads. RESPONSIBILITIES: Developing well-supported appeal arguments, where an appeal is warranted. Work with and contact insurance companies to resubmit denied/underpaid claims that are inaccurately processed and continually upheld. Notate system of record thoroughly and accurately. Filing complaints and grievances through the DMHC, DOI, DOL, CMS and Medicaid systems to resolve unfair payment practices and trends. Filing complaints to the jurisdiction of HMO, PPO, ERISA, Medicare and Medicaid agencies when claims are denied in error. Perform follow up on any outstanding claims, manage correspondence and requests and research denials and zero payments. MINIMUM REQUIREMENTS/QUALIFICATIONS: 3 to 5+ years of recent experience writing insurance appeals and pursuing payers for collection on behalf of hospitals (facility charges). Understanding of medical terminology, bill review, general coding, and appeals resolution. Ability to read, analyze, and interpret hospital medical bills, records, statutes, contracts, and other relevant documents. Knowledge of medical necessity, time filing, UCR and contract denials. High comfort level with Excel A focused, organized, and detail-oriented approach to work. 50+ wpm Knowledge of Milliman/InterQual guidelines Excellent oral and written communication skills. Ability to pass a thorough background check and drug screen. Ability to perform critical work under deadlines. Ability to work in a changing environment and handle multiple tasks PREFERRED (NOT REQUIRED): Compiling appeals and collecting for hospital/facility component with general knowledge of insurance follow-up Experience with billing and collection systems such as CUBS, Meditech, Cerner etc. ABOUT CAF: CAF is a fast-growing revenue cycle agency exclusively serving hospitals, and conveniently located at the intersection of the 405 and 110 freeways. We utilize amazing customer service to help hospitals bill, service and collect more of the money they are due, so they may continue to provide critical healthcare services to their patients. Our team members strive to be better every single day, to do quality work, and to make a lasting impact on their lives and the lives of others. COMPENSATION & BENEFITS Full-time position. Pay commensurate with experience. Paid training. Generous paid vacation, holidays, 401k, Aflac supplemental insurance (at employee expense), and monthly bonus opportunities for those who qualify. No company paid medical benefits at this time. Plenty of growth opportunities for friendly, focused, results-driven people.

Gelfand, Rennert & Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA on a hybrid basis. The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances and tax aspects of their assigned clients. Primary Responsibilities Provide financial reports, projections, and budgets on behalf of clients Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate Collaborate with and communicate cross functionally with management of bookkeeping and tax teams Cash management by reviewing bank balances and statements and approving transfers as needed Download and monitor credit card activity for fraud alerts and credit score issue Conduct tax research and multi-jurisdictional planning, and foreign touring clearance New client set up, including bank accounts Assist with large purchased such as homes and cars Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filing as needed Various ad-hoc projects for clients, as assigned Qualifications: High School Diploma or GED equivalent with 3+ years in business management is required Associate's or Bachelor's degree in accounting or finance with 4+ years in business management is preferred Experience working with touring clients is required Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements Comprehensive understanding of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) Experience with AgilLink, GoSystems, and CCH Axcess is highly preferred Advanced computer skills including Microsoft Excel, accounting software, and databases Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) About Gelfand, Rennert & Feldman Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London. This is a exempt position. The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Gelfand, Rennert & Feldman is seeking a Senior Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. The Senior Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate and assisting the Account Manager or Senior Account Manager in overseeing the assigned client finances. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Encino, CA office. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance on insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Informal supervision and training of Assistant Bookkeeper(s) and/or Bookkeeper(s) Limited review and approval of the accounts payable, accounts receivable, credit card and bank reconciliations prepared by Bookkeeper(s) and/or Assistant Bookkeeper(s) Other projects and duties as assigned Qualifications: 2+ years of bookkeeping experience in an entertainment business management firm or 3+ years of general accounting experience High School Diploma or GED equivalent is required Associate's or Bachelor's degree in Accounting/Finance is preferred Advanced knowledge of AgilLink software is required Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $65,000 - $75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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: Anchor Loans is looking for Account Executives who are passionate about the customer experience and focused on finding and nurturing strategic relationships. Successful Account Executives should have a track record of $5 million or more in monthly origination volume in the fix/flip, ground up construction, single family rental and/or short-term bridge financing space. Account Executives are responsible for meeting specific loan production goals through the establishment of on-going business relationships with real estate investors located across the U.S. and should expect a healthy mix of inbound and outbound sales along with travel to conferences and client meetings. Account Executives will work with their teams (sales and ops) to support customers throughout the loan cycle, from lead through closing. Essential Duties & Responsibilities: Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources. Primary focus on driving sales, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc. Cultivate strong relationships with existing and new potential borrowers via in-person meetings, calls and emails and other means; assume responsibility as primary escalation point to resolve customer issues and roadblocks. Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management. Reach out to existing and new customers regularly to stay on top of industry trends and in front of your customers to build relationships and sell. Attend industry events and conferences, leveraging pre- planning, onsite meetings and post outreach to find and convert leads. Leverage the CRM marketing campaigns to nurture and stay in contact with all customers. 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. Facilitate the borrower approval process by collecting and providing the necessary information required for submission to loan processing. 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. Grow the Brand (Anchor's and yours) with 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. Create strong partnerships with Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and collaborate to solve inter department roadblocks. Stay up to date on industry and competitor trends; Using this information to inform product, sales and/or pricing Essential Job Requirements and Required Skills/ Qualifications: Minimum 5 years' experience in business purpose lending Ability to bring 10+ customer relationships from which to build your book of business 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 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 NMLS license Highly self-motivated and disciplined Leadership and managerial skills preferred Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus Experience with CRM, a must Proficient in Microsoft Office, with aptitude to learn new software and systems Lending experience required Willingness to travel up to 50% of the time. Compensation: $75,000/year + commission 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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: We are seeking a skilled and experienced Manager, Software Engineering to join our dynamic team. In this role, you will lead engineering teams, drive platform development with a performance and user-first mindset, and play a critical role in delivering innovative and secure solutions across our technology stack. Key Responsibilities: Lead and mentor a team of software engineers, fostering a culture of technical excellence, accountability, and collaboration Oversee the design, development, and deployment of scalable and secure software solutions, primarily leveraging the Microsoft technology stack; Python experience is a plus Guide development with a focus on high performance, robust architecture, and seamless user experience Lead CI/CD pipeline design, implementation, and ongoing optimization Collaborate with cross-functional global teams to ensure effective integration of APIs and services Drive a machine-first and security-first mindset across development and operations Champion Agile methodologies, ensuring on-time and quality delivery of project milestones Act as the primary liaison between technical teams and non-technical stakeholders to ensure clarity, alignment, and successful project outcomes Troubleshoot complex technical challenges and guide the team toward efficient, scalable solutions Leverage experience with MongoDB and SQL Server to ensure data strategy supports application needs Explore and integrate emerging technologies, such as Robotic Process Automation (RPA) and Generative AI, to elevate platform capabilities Perform other duties as assigned Qualifications: 5-7 years of software engineering lead or management experience 5-7 years of hands-on development experience, ideally in the Microsoft stack; Python is a plus Strong experience with MongoDB; SQL Server knowledge preferred Demonstrated experience with CI/CD tools and pipeline management Proven experience working with and managing global, cross-functional teams Expertise in API development and lifecycle management Strong commitment to platform performance, user experience, and secure development practices Familiarity with RPA tools and GenAI implementation is a strong advantage Excellent communication and stakeholder management skills Strong problem-solving skills and a passion for delivering efficient, high-impact solutions Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. Compensation: The base pay range for this position is $140,000 to $160,000 per year, 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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 Business Development Associate is responsible for cultivating local business relationships with potential investors, borrowers, and real estate professionals in the context of private money lending. This role requires strong communication skills, a deep understanding of real estate financing, and the ability to thrive in a competitive and dynamic lending environment. This position operates primarily in the field in either FL, AZ, TX, or DC. Essential Duties & Responsibilities: Daily call activity (preferred in person interaction, site visits, association participation, as well as Omni Channel outreach - responsible for managing inbound calls, and screen for quality and alignment of company loan product guidelines. Through consistent evaluating of sales scripts, work with manager to refine and design sales sourcing strategies, and scripts to perfect engaging conversion Client Acquisition: Identifying and prospecting potential borrowers, real estate investors, and BPL loan brokers/lenders (geo specific) in need of short-term, high interest loans Relationship Building: Cultivating strong relationships with clients, real estate agents, and other industry professionals (mortgage brokers, lenders, real estate agents, etc.) to generate business opportunities Loan Origination: Assessing loan applications, evaluating collateral, and underwriting hard money loans Market Research: Staying informed about local real estate market trends and identifying opportunities for lending Compliance: Ensuring adherence to legal and regulatory requirements in the lending process Sales and Negotiation: Effectively presenting terms and conditions of hard money loans and closing deals Reporting: Maintaining records and providing regular reports on business development activities and outcomes in company CRM Customer Service: Providing excellent customer service to clients, addressing their needs, and addressing any concerns Team Collaboration: Working closely with loan officer you support, underwriters, loan processors, and other team members to facilitate the loan process Target Achievement: Meeting or exceeding sales targets and revenue goals set by the company Continual Learning: Staying updated on changes in lending practices and regulations Desires Skills and Qualifications: Bachelor's Degree in finance, business or economics preferred Knowledge of hard money lending and practices, regulations and industry trends a plus Strong sales closing and negotiation skills are essential for building and maintaining client relationships A solid understanding of financial analysis, credit evaluation, and risk assessment is important Effective networking and relationship-building skills to connect with potential borrowers, brokers, and real estate professionals Excellent verbal and written communication skills to convey complex financial information to clients and colleagues The ability to analyze potential lending opportunities and assess risk is vital Stay updated on market conditions, real estate trends, and the competition Knowledge of relevant lending regulations and the ability to ensure all transactions are compliant Strong problem solving skills to navigate complex lending scenarios Collaborative skills to work with underwriters, legal teams and other stakeholders in the lending process Effective time management and organizational skills to manage client relationships and lending opportunities simultaneously Proficiency in using CRM platforms such as Salesforce High ethical standards and integrity when dealing with clients and financial transactions Work Environment: This position operates primarily in the field, meeting with current and prospective clients at their places of business, job sites, or other designated locations. This role requires regular local travel and occasional extended travel, depending on territory size and client needs. Compensation: The base pay range for this position is $50,000 year, plus annual discretionary bonus of 20% 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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 Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial submission through post-close servicing. The Client Portfolio Manager ensures internal alignment, proactive borrower communication, and timely file execution. This role is designed to advance file momentum, support borrower clarity, and strengthen communication and operational cohesion across all pipeline roles. Essential Duties & Responsibilities: Drive each file from submission through funding with close attention to deadlines and workflow alignment. Monitor the pipeline daily and resolve process delays with urgency and accuracy. Collaborate with onboarding, underwriting, processing, credit, legal, and escrow/title partners to ensure timely closings. Act as a liaison to borrowers and brokers during active file processing. Support borrowers in document submission and file corrections to reduce friction and keep files on track. Deliver concise file status updates to the internal stakeholders. Report regularly on time-to-close, fallout rates, communication quality, and borrower feedback. Guide borrowers through the post-close transition, including onboarding to servicing platforms and key dates. Coordinate internally and with servicing partners for extensions, payoffs, draw requests, and modifications. Maintain client engagement throughout the loan lifecycle to support retention and satisfaction. Increased wallet-share across all Team Lex borrowers Champion the end-to-end borrower journey, identifying bottlenecks and experience gaps. Gather and synthesize feedback from borrowers and brokers to recommend improvements. Coordinate with marketing borrower outreach (holidays, birthdays, events, etc.) specific to Team Lex. In addition, coordinate with marketing on GTM initiatives, just funded messaging, drip campaigns, etc. Own the First Time Closing client summary by gathering process/closing feedback from First Time borrower closings, request and obtain borrower reviews, provide First Closing Merch, summarize progress and provide reporting. Requirements: Bachelor's degree in Business, Finance, Communications, or a related field (preferred). 3+ years of experience in office administration, client relationship management, loan processing, or pipeline coordination within the financial services or real estate industry. Experience working cross-functionally with underwriting, loan processing, and loan servicing teams. Comfortable using CRM systems, loan origination platforms, and internal reporting tools. Project management mindset - capable of driving multiple loan files from submission through funding with attention to deadlines. Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. Compensation: The base pay range for this position is $75,000 to $90,000 per year, 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Essential Duties & Responsibilities Ensures the timely process of all construction holdback disbursements, which requires reviewing, analyzing and disbursing construction loan draws per guidelines. Calculate the disbursement draw funding to the specific line item in the budget. Identify insufficient funds in the budget line item as well as the overall budget and obtain approval change requests. Order third party inspection reports, balance borrower construction budget against records and meet borrower time frames to ensure the highest level of customer service. Ensure receipt and approval of inspection and reports for all disbursement requests. Schedule all disbursement transactions and input requests into the system. Prepare and present disbursement documentation from the system; monitor and balance disbursement report. Monitor use of borrower's soft cost funds and disbursing funds on borrower's behalf. Ensure that all disbursement documentation is scanned and saved in the system. Monitor construction holdback portfolio to ensure projects are lien free and construction is consistently progressing. Provide excellent customer service to clients. Respond to general inquiries on draw status. Approval of complex draw requests beyond Fund Control Coordinator I threshold. Provide status updates and recommendations to management for loans on the overdue holdback workflow. Review mechanics liens and/or contractor disputes and provide management with recommended action. Recommend 3rd party vendors for approval to the company's national vendor list. Perform other duties as assigned. Desired Skills & Qualifications Excellent analytical, problem-solving and organizational skills Strong computer skills including Microsoft Office (MS Word, Excel, Outlook) Excellent communication skills Detail-oriented, excellent organizational skills, and excellent writing and grammar skills. Ability to work in a fast pace environment while maintaining a high level of accuracy; Ability to work on multiple projects with the flexibility for changing priorities Requirements Education: High School diploma or equivalent. Bachelor's Degree preferred. Experience: 3 or more years of experience in real estate construction loan administration. Strong technical expertise in construction loan administration functions. Considerable knowledge of construction finance, accounting and data systems. Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks, CA office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. Fully remote opportunities are also available. Compensation: The base pay range for this position is $22 to $30 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Anchor Loans is seeking a dynamic and results-driven salesperson to build relationships with specialized real estate structured finance/debt and equity brokers with a residential transition lending (RTL) loan focus. In this key role, one where you will drive the company's Indirect/ Broker Loan Originations Sales Channel expansion by establishing and nurturing relationships with brokers who work with real estate developers, builders, and investors to support their capital needs, and particularly their debt financing needs. Successful BDM should have a track record of $10 million or more in monthly origination volume in the fix/flip, ground up construction, single family rental, short-term bridge, and/or multifamily financing space, sourced from specialty debt and equity brokers. Business Development Managers are responsible for meeting specific loan production goals through the establishment of on-going business relationships with brokers representing real estate investors located across the U.S. This role is broken out regionally. Must reside and have a book of business in one the following regions: Northeast, Pacific Northwest, Midwest, Rocky Mountain, or Pacific (excluding CA). Be a Market Leader - Represent Anchor Loans at key industry events, conferences, networking functions, and brokerage and broker meetings to grow your book of business and establish the company as a trusted leader in real estate business purpose lending. Drive Sales Growth - consistently exceed individual sales targets by leveraging Anchor Loans comprehensive product suite. Develop Client Relationships - Build lasting relationships with real estate brokers and referral partners, positioning Anchor Loans as their preferred financing partner within our products. Be aware of Anchor's pricing positioning in the market and look for opportunities to capture more market share with specials or campaigns, targeting RTL brokers. Conduct business with a high level of integrity and proactively eliminates unethical brokers, borrowers, and any/all fraud. Tech Savvy - Proficient Microsoft Office, Google Docs, with aptitude to learn new software and systems. Develop and maintain in the CRM a client database for effective use of contact management tools and customer relationship management. Pre-qualify and structure loan packages when brokers require assistance. Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems. Grow the Brand (Anchor's and yours) with Blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases. Essential Job Requirements and Required Skills/ Qualifications: Minimum 5 years' experience in business purpose or small balance commercial lending. Self-starter, and ability to prioritize workload and manage time in a remote environment, with minimal supervision. Highly analytical with strong attention to detail. Ability to work as a dependable teammate in a fast-paced start-up environment. Experience with CRM, a must. Willingness to travel up to 50% of the time. Work Environment: This is a fully remote position with the expectation to travel. Compensation: The base pay range for this position is $100,000 to $150,000 per year, plus commission. 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Overview: We are seeking an experienced GTM & Integrated Marketing Manager to drive strategy, execution, and performance optimization across marketing channels focused on business purpose lending. This role will be responsible for building awareness, generating qualified leads, and strengthening relationships with sophisticated third-party originated investors through data-driven marketing initiatives. This role will shape how Anchor communicates with brokers and lending partners-elevating awareness of our Broker, White Label, Table Funding, and Correspondent programs-while strengthening Anchor's position as a trusted capital and platform partner for private lenders nationwide. The TPO Marketing Lead will collaborate cross-functionally with sales, capital markets, and partner organizations (such as Deephaven Mortgage), ensuring all marketing programs are strategic, brand-aligned, and conversion-focused. Key Responsibilities: Channel Strategy & Execution Develop and manage integrated marketing strategies tailored for third-party originated lending audiences. Identify and prioritize marketing channels (digital, events, content, partnerships, direct outreach) to maximize engagement and ROI. Oversee campaign execution across multiple platforms with a focus on building relationships with key decision-makers, industry roundtables, and strategic discussions with sophisticated investors and third-party originated partners. Lead Generation & Partner Engagement Create programs that drive high-quality leads for third-party originated business purpose lending products. Collaborate with sales, product, and relationship management teams to align marketing initiatives with third-party originated client needs. Support the development of thought leadership, case studies, and market insights for investor engagement. Develop marketing approaches that build relationships differently than banks or historical industry players, emphasizing transparency, partnership, and forward-looking insights that resonate with sophisticated third-party originated investors. Analytics & Performance Management Establish KPIs and track marketing channel performance. Use data insights to optimize campaigns, budget allocation, and channel mix. Deliver reporting to executive leadership highlighting impact on institutional growth goals. Collaboration & Leadership Partner with cross-functional teams (sales, product, compliance, finance) to ensure campaigns support business objectives. Manage external vendors, agencies, or media partners as needed. Provide guidance and thought leadership on best practices in third-party originated marketing Qualifications: Bachelor's degree in Marketing, Business, Finance, or related field. 5+ years of go-to-market marketing experience. B2B financial services, commercial lending, or third-party originated capital markets experience is a plus. Proven success in developing and executing channel marketing strategies. Strong understanding of third-party originated lending, investor relations, and capital markets dynamics. Excellent analytical skills with the ability to translate data into actionable insights. Strong communication, relationship management, and project leadership skills. Demonstrated ability in start-up or transformation environments, deploying new strategies and testing rapidly. Expertise in A/B go-to-market testing to refine channel effectiveness and messaging. Track record of driving differentiation and monetization in complex, competitive market segments. Experience navigating complex market segmentation with precision targeting, tailoring channel approaches to third-party originated investor needs. Work Environment: This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks, CA office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. Fully remote opportunities are also available. Compensation: The base pay range for this position is $95,000 to $110,000 per year, 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. Essential Duties & Responsibilities Establish and maintain relationships with clients and referral partners to retain existing business and attract new. Enter prospective new loan applications into the loan origination system. Prepare Estimated Settlement Statements and LOI's as necessary on all loan structures. Reconcile and organize all application information received and review items for qualification. Order and secure all third-party documents such as title, credit reports, appraisal and any other items required on the loan files. Act as a liaison between clients, internal staff, brokers, title companies, etc. to respond to inquiries, provide status updates and obtain all necessary documentation required for the file. Manage a loan pipeline of 20 to 25 loans, resolving any problems or conditions in an expeditious manner as the file moves through the process, from initial receipt through funding. Prepare and review mortgage loan files to ensure compliance with investor guidelines. Submit files outside of guidelines to Credit Committee for approval. Ensure that all loan files submitted to underwriting are complete and accurate. This requires pre- underwriting of the borrower and loan file. (Loan structure, loan terms, cash reserves, borrower experience, escrow/title documentation, and initial evaluation of risk) Perform related duties and special projects as assigned Requirements Experience as a loan processor preferred. Superb interpersonal, written and verbal communication. Ability to provide exemplary service to clients and co-workers. Excellent organizational and time management skills with attention to detail. Ability to manage multiple tasks and deadlines simultaneously to maintain a high-volume workload in a fast paced, deadline driven environment Candidates should have a strong ability to prioritize and multitask without being micro-managed to meet multiple deadlines and work well in a team environment. Work Environment The preference is for this role to be a hybrid position which requires in office reporting to Anchor's Thousand Oaks, CA offices. Remote opportunities are also available to those not located near the area. Compensation The base pay range for this position is $26-$30/hour plus performance-based bonus. 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.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B 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. As a Treasury Associate, you will play a critical role in managing the company's liquidity, ensuring the timely execution of financial operations, and compliance with internal controls. You will be responsible for coordinating and executing initial fundings of new loans, draws, and fund accounting across multiple entities and banking platforms, as well as supporting the generation and delivery of loan portfolio reports to investors. Essential Duties & Responsibilities Manage cash flow & liquidity Monitor & ensure accurate financial transactions Prepare financial reports Fund loans. This involves setting up wires in the bank pursuant to wire instructions and recording the transaction in the accounting software Prepare monthly cash remittance reports Process daily draws including submitting wire transfers & recording transactions in the accounting software Process investor and servicer remittances Process high volume bank transactions Resolve inquiries and issues with banks and investors; resolving operational issues as they arise Prepare daily data tapes to investors Reconcile bank accounts Desired Skills & Qualifications Understanding of simple daily interest calculations Previous loan payment/mortgage collection experience is a plus Strong Excel and Microsoft Office skills Strong problem solving, research and analytical skills Ability to work individually and collaboratively Ability to adapt in a changing environment Requirements Business, Finance or Accounting degree Effective organizational and time management skills Acute attention to detail Experience with accounting software Aptitude for problem solving Work Environment: This is an in-office position reporting to Anchor's Thousand Oaks, CA office full-time. Compensation: The base pay range for this position is $25 - $28 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.

Job DescriptionSalary: DOE APPEALS SPECIALIST Do you like challenging payers?That feelingofsatisfactionwhen your appeal is overturned? Then, this position may be right for you! CAF is in search of an experienced Appeals Specialist who is well versed in challenginginsurance denials,utilizing payer guidelines and applicable state laws.The ideal candidate must have the ability to multitask, meet goals and work well individually andwithothers on special projects and individualworkloads. RESPONSIBILITIES: Developing well-supported appeal arguments, where an appeal iswarranted. Work with and contact insurance companies to resubmit denied/underpaid claims that are inaccurately processed and continually upheld. Notate system of record thoroughly and accurately. Filing complaints and grievances through the DMHC, DOI, DOL, CMS and Medicaid systems to resolve unfair payment practices and trends. Filing complaints to the jurisdiction of HMO, PPO, ERISA,Medicareand Medicaid agencies when claims are denied in error. Perform follow up on any outstanding claims,manage correspondence and requests and research denials and zero payments. MINIMUM REQUIREMENTS/QUALIFICATIONS: 3 to 5+yearsofrecentexperience writing insurance appeals and pursuing payers for collectionon behalf of hospitals (facility charges). Understanding of medical terminology, bill review, general coding, and appeals resolution. Ability to read, analyze, and interpret hospital medical bills, records, statutes, contracts,and other relevant documents. Knowledge of medical necessity, time filing, UCR and contract denials. High comfort level with Excel A focused, organized, and detail-oriented approach to work. 50+ wpm Knowledge of Milliman/InterQual guidelines Excellent oral and written communication skills. Ability to pass a thorough background check and drug screen. Ability to perform critical work under deadlines. Ability to work in a changing environment and handle multipletasks PREFERRED (NOT REQUIRED): Compiling appeals and collecting for hospital/facility componentwith general knowledge of insurance follow-up Experience with billing and collection systems such as CUBS, Meditech, Cerner etc. ABOUT CAF: CAF is a fast-growing revenue cycle agency exclusively serving hospitals, and conveniently located at the intersection of the 405 and 110 freeways. We utilize amazing customer service to help hospitals bill, service and collect more of the money they are due, so they may continue to provide critical healthcare services to their patients. Our team members strive to be better every single day, to do quality work, and to make a lasting impact on their lives and the lives of others. COMPENSATION & BENEFITS Full-time position. Pay commensurate with experience. Paid training. Generous paid vacation, holidays, 401k, Aflac supplemental insurance (at employee expense), and monthly bonus opportunities for those who qualify. No company paid medical benefits at this time. Plenty of growth opportunities for friendly, focused, results-driven people.

Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. This position can be based out of Century City on a hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. Primary Responsibilities Supervision and training of assigned Staff Accountants and assigned Account Managers Review and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients' finances Supervise and review Staff Accountant's and/or Senior Staff Accountant's preparation of moderately complex tax returns Conduct tax research and multi-jurisdictional planning, and foreign touring clearances Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc. Communication with clients and client representatives via phones, email, and in-person meetings Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed Assist Managing Director in identifying and onboarding prospective clients Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end Other projects and duties as assigned Qualifications Bachelor's degree with at least 4+ years in a similar role is required Master's Degree, CPA and/or 6+ years in a similar role is highly preferred Basic understanding of AgilLink is highly preferred Familiarity with GoSystems, CCH Axcess, or SurePrep required Proven knowledge of auditing standards, procedures, laws and rule/regulations Sense of urgency and demonstrated ability to follow through Commitment to professionalism and accuracy Strong interpersonal skills to create and maintain a trusting relationship with staff and clients Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred The annualized base pay range for this role is expected to be between $110,009 - $160,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.