Community Lending Analyst

Guild Mortgage•San Diego, CA

5d•$61,803 - $92,739•Onsite

About The Position

Guild Mortgage Company is seeking a highly motivated, data-driven, and detail-oriented Community Lending Program Analyst to support the growth and operational excellence of its national Community Lending initiatives. This role is crucial for executing, tracking, and optimizing community outreach programs and events nationwide. The ideal candidate will possess a blend of analytical expertise, strong project management skills, data analytics capabilities, and initiative coordination skills. This position will collaborate closely with Sales, Marketing, Community Partners, and Leadership to ensure Guild’s community programs are impactful, scalable, and aligned with the company's mission of expanding sustainable homeownership. Candidates based in the Pacific Time Zone and on the West Coast are preferred.

Requirements

Minimum four years experience in analytics, marketing, community outreach, or event coordination (mortgage, housing, or financial services preferred).
Proficiency with Salesforce CRM and Microsoft Office Suite (Excel, PowerPoint, Outlook) required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
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.
Creative problem-solver who thrives in a mission-driven environment.
Passion for affordable housing strategies, financial literacy, and community impact.
Work is primarily sedentary; mobility in an office setting.
Ability to operate standard office equipment and keyboards.
Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly.
This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
Commitment to company values: Customer Service, Integrity, Respect, Collaboration, Learning, Excellence.

Nice To Haves

Bachelor's Degree directly related to the position or equivalent, preferred.
Bachelor's Degree in Finance, Economics, Data Analytics, or a related field.
CAPM (Certified Associate in Project Management) certification preferred.
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.
Excellent communication and interpersonal skills, with the ability to work collaboratively with diverse stakeholders.
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.

Responsibilities

Develop, maintain, and automate ROI dashboards to measure event performance (leads, pre-qualifications, conversions, partner impact, DPA usage).
Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms to produce monthly/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 to measure satisfaction and long-term outcomes.
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 the Marketing team 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 to strengthen engagement and follow-up strategies.
Maintain a library of event templates, checklists, post-event summaries, and best practices for replication across markets.
Assist with co-branded events and partnerships with nonprofits, DPA providers, and community organizations, ensuring alignment and measurable outcomes.
Support leadership with research, benchmarking, presentations, and program performance updates.