Capital Markets Closing Manager
Anchor Loans, Thousand Oaks, CA, United States
Position Summary
The Capital Markets Closing Manager is responsible for managing a team of Transaction Management Specialists. This person will ensure all collateral and closing documents are complete, accurate, and compliant with company standards and investor requirements. This role serves as the senior escalation point for exceptions, manages team performance across team members, and collaborates with internal and external stakeholders to maintain operational excellence and SLA adherence.
Essential Duties & Responsibilities
Team-oriented and self-motivated, with demonstrated ability to leverage technology to streamline processes and improve efficiency
Manage a team of Transaction Management Specialists to ensure all collateral and closing documents are complete, accurate, and compliant with company standards and investor requirements.
Oversee timely receipt, review, and processing of collateral documentation, including complex exceptions, final audits, and boarding readiness; provide guidance and corrective direction as needed.
Supervise imaging, shipping, and investor delivery processes, including final review and sign-off on Assignments/Allonges, to ensure quality, compliance, and delivery timelines are met.
Serve as escalation point for collateral, custodian, title, and trailing document exceptions; investigate high-priority issues, execute remediation plans, and communicate risks or delays to management and Capital Markets.
Monitor exception trends, SLAs, and vendor performance; manage escalated vendor relationships, conduct compliance reviews, and drive continuous process improvements while developing and coaching team members.
Lead performance management processes for the Capital Markets function, including establishing KPIs, monitoring individual and team performance, and partnering with leadership to drive accountability and continuous improvement.
Own and maintain Capital Markets policies and procedures, ensuring alignment with regulatory requirements and internal standards, and proactively update documentation to reflect evolving business practices and risk controls. Use Technology to drive process improvement across the post-closing function.
Desired Skills & Qualifications
Ability to build and improve processes by leveraging technology
Finance or Business degree preferred
Experience in Capital Markets or Secondary marketing preferred
Requirements
Bachelor’s Degree preferred; equivalent work experience considered.
7+ years mortgage industry experience preferred (including 5+ managing people)
Strong background in post-closing operations and investor requirements.
Advanced organizational and time management skills.
Excellent written and verbal communication skills.
Proactive problem-solving and critical thinking.
Strong attention to detail and commitment to accuracy.
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. Occasional evening and weekend work may be required to meet deadlines or address urgent issues.
Compensation The base pay range for this position is $110,000 to $125,000 per year, plus annual discretionary bonus based on performance of the individual and company.
What We Offer
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.
#J-18808-Ljbffr
Essential Duties & Responsibilities
Team-oriented and self-motivated, with demonstrated ability to leverage technology to streamline processes and improve efficiency
Manage a team of Transaction Management Specialists to ensure all collateral and closing documents are complete, accurate, and compliant with company standards and investor requirements.
Oversee timely receipt, review, and processing of collateral documentation, including complex exceptions, final audits, and boarding readiness; provide guidance and corrective direction as needed.
Supervise imaging, shipping, and investor delivery processes, including final review and sign-off on Assignments/Allonges, to ensure quality, compliance, and delivery timelines are met.
Serve as escalation point for collateral, custodian, title, and trailing document exceptions; investigate high-priority issues, execute remediation plans, and communicate risks or delays to management and Capital Markets.
Monitor exception trends, SLAs, and vendor performance; manage escalated vendor relationships, conduct compliance reviews, and drive continuous process improvements while developing and coaching team members.
Lead performance management processes for the Capital Markets function, including establishing KPIs, monitoring individual and team performance, and partnering with leadership to drive accountability and continuous improvement.
Own and maintain Capital Markets policies and procedures, ensuring alignment with regulatory requirements and internal standards, and proactively update documentation to reflect evolving business practices and risk controls. Use Technology to drive process improvement across the post-closing function.
Desired Skills & Qualifications
Ability to build and improve processes by leveraging technology
Finance or Business degree preferred
Experience in Capital Markets or Secondary marketing preferred
Requirements
Bachelor’s Degree preferred; equivalent work experience considered.
7+ years mortgage industry experience preferred (including 5+ managing people)
Strong background in post-closing operations and investor requirements.
Advanced organizational and time management skills.
Excellent written and verbal communication skills.
Proactive problem-solving and critical thinking.
Strong attention to detail and commitment to accuracy.
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. Occasional evening and weekend work may be required to meet deadlines or address urgent issues.
Compensation The base pay range for this position is $110,000 to $125,000 per year, plus annual discretionary bonus based on performance of the individual and company.
What We Offer
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.
#J-18808-Ljbffr