Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Marketing Specialist plays an important role in the organization by performing a number of activities related to the company’s Secondary Marketing functions. The role is primarily responsible, under general supervision, for providing high-level loan pricing, locking, and support to production via performing lock desk responsibilities, supplying customer service, and performing other similar duties.
Compensation
This role is a non-exempt position with a targeted salary range of $20.91/hour to $29.37/hour.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
Essential Functions
- Work directly with sales force on establishing pricing, locking, and policies related to mortgage loans.
- Perform day-to-day lock desk responsibilities; actively monitoring loan terms, price, and rate and using judgment and knowledge to process requests from production accordingly.
- Build and maintain effective relationships with sales force by providing friendly and knowledgeable customer service.
- Maintain sufficient knowledge of loan programs and guidelines in order to assist teammates in the field, helping them operate within policies and guidelines.
- Lock-in loans directly with correspondent investors.
- Reconcile service-released loans (Flow, Direct Trade, AOT, Pool).
- Collaborate with production on individual loan scenarios; assist in assigning proper loan program based on established pricing and guidelines.
- Solve variance issues escalated by the Marketing Assistant.
- Perform other duties as assigned.
Qualifications
- High School Diploma or equivalent, required.
- Minimum two years experience lock desk related role(s).
- Knowledge of the mortgage lifecycle preferred.
- Finance, Accounting, Analytics skills strongly preferred.
- Passion for delivering excellent customer service.
- Intermediate math skills required.
- Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
- Familiar with basic internet searches.
- Professional and pleasant demeanor.
- Ability to meet deadlines while managing multiple tasks simultaneously.
- Excellent verbal and communication skills required.
- Strong attention to detail, with a focus on accuracy.
- Proficient analytical and problem-solving skills.
- Excellent verbal and written communication skills required.
- Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
- Commitment to company values.
- Customer Service - Proactive attention to each person.
- Integrity - Do and say what's right.
- Respect - Treat others with dignity.
- Collaboration - Listen and work together.
- Learning - Seek knowledge and strive for improvement.
- Excellence – Deliver the unexpected.
Supervision
Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances.
Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards.
Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect.
Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications.
Requirements
- Work is primarily sedentary; mobility in an office setting.
- Frequent use of computer keyboard and mouse.
- Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
- Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
- Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
- Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
- This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
- Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
- Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: SECON018038