Secondary Marketing Specialist I

Guild Mortgage•San Diego, CA

6h•Onsite

About The Position

The Marketing Specialist plays an important role in the organization by performing a number of activities related to the company’s Secondary Marketing functions. The 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.

Requirements

High School Diploma or equivalent
Minimum two years experience lock desk related role(s)
Passion for delivering excellent customer service
Intermediate math skills
Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment
Familiar with basic internet searches
Professional and pleasant demeanor
Ability to meet deadlines while managing multiple tasks simultaneously
Excellent verbal and communication skills
Strong attention to detail, with a focus on accuracy
Proficient analytical and problem-solving skills
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications
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

Nice To Haves

Knowledge of the mortgage lifecycle preferred.
Finance, Accounting, Analytics skills strongly preferred.

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.