Client Management Analyst

The Opportunity We are seeking a motivated and driven individual to join our Sherman Oaks, CA office as an Analyst on the Client Management team. The Client Management Analyst will serve as the primary point of contact for Spreo Capital’s borrowers, collaborating closely with the Credit, Closing, Construction Management and Investment Management functions to deliver a seamless 5-star experience from the receipt of a signed letter of intent to loan payoff. This position requires a passion for client service, exceptional attention to detail and the ability to navigate complex institutional lending processes to identify risk and develop solutions.

Ideal candidates hold a bachelor’s degree and have 2–3 years of experience in financial sales, loan processing, client success, mortgage lending, and/or real estate. Key Responsibilities Communicate complex concepts effectively, in a client-friendly manner Master Spreo Capital’s underwriting guidelines to provide borrower guidance and support Proactively guide clients through the loan origination process, exceeding their needs and expectations Collect and review credit-related documents to ensure accuracy, completeness and to minimize back-and-forth requests Coordinate with the Closing team, Title/Escrow providers and borrowers to facilitate timely and frictionless closings Assist clients with construction draw requests, partnering with inspectors and portfolio management for efficient processing Collaborate with loan officers and internal teams to facilitate proactive portfolio management, thereby reducing delinquency Qualifications 2–5 years of relevant experience in financial sales, customer success, loan processing, mortgage lending, and/or real estate Bachelor’s degree (preferably in finance, business or related field) Ability to effectively communicate complex concepts clearly to clients Strong attention to detail, ability to read legal documents and calculate numbers in spreadsheets (basic understanding of Microsoft Excel) Excellent written and verbal communication skills Highly motivated and proactive mindset Compensation & Benefits Competitive base salary: $75,000 to $85,000 per year Performance-based annual bonuses up to 30%+ of base, based on customer/client satisfaction, loan performance/delinquency and cross-functional teamwork Exceptional growth opportunities in a fast-scaling company, with internal promotion pathways to sales, credit, closing or senior client management Ongoing training and professional development opportunities Comprehensive Medical, Dental, Vision and 401(k) benefits Work Location This is a four (4) days a week in-office role at 15250 Ventura Boulevard, Sherman Oaks, CA. #J-18808-Ljbffr