Secondary Marketing Specialist I

Guild Mortgage•San Diego, CA

1d•Onsite

About The Position

The Secondary Marketing Specialist I plays an important role in the organization by performing a number of activities related to the company’s Secondary Marketing functions. This non-exempt 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. Guild Mortgage Company, established in 1960, is a mortgage banking firm dedicated to serving the homeowner/buyer by providing affordable home financing with the best available terms, while maintaining a high level of professionalism and service in the lending industry.

Requirements

High School Diploma or equivalent, required.
Minimum two years experience lock desk related role(s).
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, Integrity, Respect, Collaboration, Learning, Excellence.
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.
Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
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.

Nice To Haves

Knowledge of the mortgage lifecycle preferred.
Finance, Accounting, Analytics skills strongly preferred.
Passion for delivering excellent customer service.

Responsibilities

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.