Construction Origination Coach

Guild Mortgage•,

10d•$79,290 - $132,211•Onsite

About The Position

The Construction Origination Coach is a coaching-focused role dedicated to elevating the skill set, confidence, and performance of OTC-certified Loan Officers (LOs) and Loan Officer Assistants (LOAs). This position emphasizes training LOs on proper up-front loan structuring, documentation accuracy, and program requirements, with the goal of significantly improving submission quality before loans enter the OTC pipeline. The Coach serves as a subject matter expert and hands-on trainer, helping LOs understand how to structure construction loans correctly rather than completing the work on their behalf. After submission, the loan remains the responsibility of the LO; the Coach’s role is to equip the LO with the knowledge and tools to get the file right the first time.

Requirements

Minimum five years' experience with working knowledge of secondary market guidelines and construction lending preferred
Strong knowledge of construction lending and OTC programs.
Proven ability to coach, train, and develop others.
Exceptional attention to detail and ability to communicate complex requirements clearly.
Strong problem-solving skills and ability to help others improve their processes.
Experience with Loan Hub, DDA, and loan documentation review preferred.
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.

Nice To Haves

Bachelor's Degree directly related to the position or equivalent, preferred

Responsibilities

Deliver ongoing training and individualized coaching to LOs and LOAs on OTC guidelines, file structure, and documentation best practices.
Partner with LOs during early loan discussions to teach proper structuring techniques and reinforce standard processes.
Identify recurring gaps in LO knowledge and proactively develop training plans to improve quality and reduce submission defects.
Promote a culture of continuous learning, accountability, and high-quality loan preparation.
Teach LOs how to evaluate and obtain complete Builder Acceptance packages.
Provide guidance on required builder credentials and how to identify incomplete or inaccurate submissions.
Support LOs by demonstrating how to properly structure new construction loans based on borrower needs and builder documentation.
Help LOs understand key risk indicators and best practices, empowering them to independently manage future files.
Review construction documentation with LOs—contracts, plans/specs, cost breakdowns, invoices, disbursement schedules—to teach them what “right” looks like.
Model best-practice file review techniques that LOs can apply to their own future submissions.
Guide LOs in setting up pre-qualification files accurately in Loan Hub.
Teach LOs how to align loan data with construction documents, review credit/income/assets, and run AUS correctly.
Support LOs in organizing documents in DDA using OTC standards and completing the Loan Submission Checklist with accuracy.
Partner with the OTC team to identify trends, process gaps, and LO training needs.
Contribute feedback to improve training materials, job aids, and overall submission quality across the organization.