Originating Loan Officer Assistant (L2C)

• • • • • Assist originator in appointment setting with prospective and new applicants.
        • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
        • Set and confirm appointments for originator and manage calendar.
        • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
        • Assist the originator with obtaining an accurate and thorough 1003.
        • Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
        • Run credit on loans assigned to an originator
        • Run AUS findings and prepare the Initial Fee Worksheet.
        • Pull and prep web applications and other duties; including updating credit reports and AUS
          findings.
        • Request status updates from pre-approved clients and referral sources (weekly TBD calls).
        • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
        • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
        • Manage monthly compliance-approved email marketing to realtors.

• Additional common duties:

• • • • • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer
        • Privacy/Safeguarding in Information policies.
        • Pricing loan in accordance with Guild’s policies and communicating fees to operations team.
        • Quoting rates and making commitments regarding locking to customer.
        • Maintain referral source relationships through quick response time and excellent custom service.
        • Prepare and send thank you cards to referral sources and new clients.
        • Collect supporting documentation from customer, gathering necessary documentation for preapproval.
        • Act as a point of contact for the customer and referral source, keeping them informed throughout the process.
        • Discuss product features with customer. Perform other duties as assigned.
        • Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.

Qualifications

High School Diploma or equivalent, required

Minimum two year's experience in Mortgage lending or related field or proven record of closing an average of four loans each month.

NMLS required

• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external
customers.
• Strong verbal and written communication skills. Basic math 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

Work is primarily sedentary; mobility in an office setting.

Ability to operate standard office equipment and keyboards

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

Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; 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 primarily impact own work with limited impact on peers in their area, contributes as team member rather than leader
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

Statement
This document describes the general content and identifies essential functions and requirements for
performing this position. It is not intended to be an exhaustive statement of duties, responsibilities, or
requirements. Guild Mortgage complies with the ADA and considers reasonable accommodation
measures that may be necessary for eligible applicants/employees to perform essential job functions.
Employment with Guild Mortgage is “at-will,” meaning that either the Company or an employee may
terminate the employment relationship at any time, with or without cause, advance notice or stated
justification.

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.

Target Salary Range: $ 36,011

This position offers eligibility for incentive compensation.

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.