Secondary Marketing Specialist I at Guild Mortgage

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jul, 26

Salary

29.37

Posted On

21 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan pricing, Lock desk, Mortgage banking, Customer service, Analytical skills, Problem-solving, Microsoft Office Suite, Excel, Communication skills, Attention to detail, Time management, Data reconciliation, Mortgage lifecycle, Finance, Accounting

Industry

Financial Services

Description

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

Responsibilities

The Secondary Marketing Specialist is responsible for performing lock desk functions, including loan pricing, locking, and monitoring loan terms. They also provide support to the production team by maintaining effective relationships and ensuring compliance with loan programs and guidelines.