Client Relations Manager (Repost)

Position Overview

The Client Relations Manager plays a key, high-impact role in supporting Loan Originators (Sales) by managing the borrower relationship and overseeing the full loan lifecycle from origination through post-close. Acting as a strategic partner to the Loan Originator, you will provide white-glove service, manage borrower expectations, and ensure loans progress smoothly though each stage of the process.

This position requires a blend of borrower-facing communication skills and strong lending experience, particularly in documentation review, loan structuring, and internal coordination. Client Relations Manager serve as a central liaison between borrowers, internal departments (Processing, Underwriting, Closing, Servicing, Capital Markets) and third-party stakeholders to align operation execution with borrower timeless and broader business objectives.

Summary of Primary Duties and Responsibilities

The Client Relations Manager is an LA-based or PHX-based position on a hybrid schedule with at least two (2) days in-office. This position will report to the Director, Client Relations & Processing. While not an exhaustive list, the Client Relations Managerwill be responsible for:

• Borrower Communication & Engagement: Serve as the primary point of contact for borrowers throughout the loan lifecycle. Provide regular updates, manage expectations, and ensure proactive follow-up to keep loan track.
• Documentation Intake & Review:Act as the first line of review for all borrower and third-party documentation. Evaluate submission for completeness, accuracy, and relevance to underwriter and compliance need before escalation.
• Pipeline Oversight:Own daily oversight of assigned loan pipelines, ensuring files progress through underwriting, processing, closing, and post-funding stages in a timely and accurate manner. Coordinate internal handoffs and escalate roadblock early.
• Loan Structing Support:Partner with loan originators and underwriters to ensure documentation and borrower engagement align with credit policy and entity structure requirements. Help frame borrower strengths and address potential red flags.
• Cross-functional Coordination:Liaison with internal departments, including Processing, Underwriting, Closing, Servicing, and Capital Market to manage loan milestones, resolve issues, and align execution with deadlines.
• Operational Execution & Tracking: Maintain internal systems and tracking tools with accurate borrower data, status updates, and internal notes. Ensure LOS reflects the most up-to-date loan progress and documentation.
• Training & Departmental Support: Assist in onboarding and cross-training of new hires or peers as directed by department leadership. Support department-level projects and initiatives as needed.

Education and Experience

• 5+ years of experience in lending operations with a background in loan processing, underwriting, or borrower-facing roles such as loan office assistant or client relations.
• Proven ability to manage high-volume client communication and coordinate across cross -functional teams.
• Strong communication, documentation review, and pipeline management skills.
• Ability to proactively problem-solve and coordinate cross-functional across internal teams.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Compensation

This position is exempt full-time, with salary range: $100,000 - 110,000 depending on experience level, plus discretionary bonus potential.

Benefits

This position is eligible for the following benefits:

• Annual discretionary bonus program.
• Medical, dental and vision insurance.
• 401K with Safe Harbor contribution.
• Two weeks (ten days) paid time away excluding sick time.
• Six sick days.
• Ten paid holidays
• One floating holiday.

Note: This is not an all-inclusive list. The Client Relations Manager will be involved and participate in related business matters and duties as assigned. Arixa is an 'at-will' employer.