Community Lending Analyst

🔥 3 minutes ago

🏄 California – Remote

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💵 $61.8k - $92.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👫 Community Manager

👻 Ghost score 0%

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Logo of Guild Mortgage

Guild Mortgage

1001 - 5000 employees

Founded 1960

🏗️ Construction

💸 Finance

🏠 Real Estate

Construction • Finance • Real Estate

Guild Mortgage is a U. S. -based mortgage lender and loan servicer that provides a wide range of home financing products and services to consumers and business partners. The company offers purchase and refinance mortgages, including conventional, FHA, VA, USDA, jumbo, renovation, construction, reverse mortgages, HELOCs, and specialty programs and down-payment assistance. Guild Mortgage operates nationwide through local branches and loan officers, supports borrowers with servicing and online account management, and partners with builders, real estate agents, title agents, and correspondents.

📋 Description

• Develop, maintain, and automate ROI dashboards to measure event performance, leads, pre-qualifications, conversions, partner impact, and DPA usage • Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms • Produce monthly and quarterly performance reports • Create and refine workflows to capture event leads and integrate them into Salesforce and other CRM systems • Track program metrics including registration-to-attendance ratios, lead-to-loan conversion, and community impact indicators • Monitor partner engagement, post-event surveys, and NPS feedback • Support planning, logistics, and execution of Homebuyer Readiness Fairs, Ready, Set, Own events, and similar initiatives across multiple markets • Identify and secure venues; coordinate A/V, onsite staffing, materials, signage, and event-day operations • Collaborate with regional Sales teams, Loan Officers, and branches to maintain event calendars and manage distribution of turnkey event kits • Build and maintain relationships with nonprofit organizations, HUD-approved counseling agencies, and community sponsors • Partner with Marketing on promotional campaigns, digital assets, and outreach messaging • Track and manage event budgets, vendor contracts, and compliance with Guild brand and regulatory standards • Provide actionable insights and performance metrics to Loan Officers and Regional Managers • Maintain a library of event templates, checklists, post-event summaries, and best practices • Assist with co-branded events and partnerships with nonprofits, DPA providers, and community organizations • Support leadership with research, benchmarking, presentations, and program performance updates

🎯 Requirements

• Bachelor's Degree directly related to the position or equivalent, preferred • Bachelor's Degree in Finance, Economics, Data Analytics, or a related field • Minimum four years experience in analytics, marketing, community outreach, or event coordination • CAPM (Certified Associate in Project Management) certification preferred • Strong interpersonal and customer service skills • Ability to organize and manage multiple priorities simultaneously • Excellent interpersonal communication skills required • Ability to work well independently or within a team • Must be able to handle confidential matters with discretion • Passion for affordable housing strategies, financial literacy, and community impact • Proficiency with Salesforce CRM and Microsoft Office Suite (Excel, PowerPoint, Outlook) required • Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms strongly preferred • Prior experience coordinating events, managing vendors, or working with nonprofits is highly desirable • Proven experience in data analysis, community engagement, and partnership management • Strong analytical skills with proficiency in data analysis tools and software • Experience in the mortgage lending or financial services industry is a plus • Ability to manage multiple projects simultaneously and meet deadlines • Ability to manage change effectively • 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 • Work is primarily sedentary; mobility in an office setting • Ability to operate standard office equipment and keyboards • May be required to work nights, weekends or be on-call as a regular part of the job

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • AD&D insurance • LTD insurance • 401(k) with employer match • Pleasant work environment • Competitive compensation • Travel 10-20%

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