Guild Mortgage

Corporate Initiatives Analyst

Guild Mortgage

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $60,000 - $90,000 per year

Job Level

Mid-LevelSenior

Tech Stack

CloudSQLVBA

About the role

  • Maintain and enhance the lead model for Guild’s servicing portfolio.
  • Maintain and enhance lead generation efforts to support portfolio retention efforts.
  • Perform qualitative and quantitative analysis on an individual level.
  • Effectively communicate information to management by assembling and summarizing data and preparing reports.
  • Maximize loan portfolio performance in line with the company’s business objectives.
  • Perform ad hoc analysis as required.
  • Formulate forecasts of future economic developments with regards to residential mortgage(s).
  • Responsible for utilizing data from studies/surveys that will inform business decisions and identify opportunities for increased retention.
  • Support other corporate initiatives outside of Portfolio Retention as time permits.
  • Act as SME for Portfolio Retention to interface with other lines of business to support joint projects/initiatives.
  • Create and maintain comprehensive reporting; generally, in an automated/refreshable manner.
  • Deliver presentations to management that reflect findings, analyses, and recommendations decision making.
  • Support in the execution of backlogged corporate projects across all platform stacks.
  • Support the streamlining and improving of processes to support corporate initiatives.

Requirements

  • Associates Degree in Business, Finance, Statistics, Accounting, Economics, or directly related field to the position or equivalent, preferred.
  • Minimum five years' experience directly related experience required.
  • Advanced- Expert level Excel skills required.
  • Experience with SQL required.
  • Power BI, preferred.
  • VBA experience, preferred.
  • Powershell experience, preferred.
  • Experience prompting AI, preferred.
  • Ability to adapt to a growing and dynamic environment.
  • Effective time management skills including the ability to prioritize and multi-task.
  • Ability to work independently with the self-motivation to accomplish goals.
  • Strong attention to detail.
  • Ability to research issues and identify solutions to complex problems.
  • Excellent verbal and written communication skills required.
  • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Benefits
  • medical
  • dental
  • vision
  • life insurance
  • AD&D
  • LTD
  • 401(k) with employer match

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
ExcelSQLPower BIVBAPowershellAI promptingdata analysisforecastingreportingportfolio management
Soft skills
time managementmulti-taskingself-motivationattention to detailproblem solvingeffective communicationadaptabilityindependenceorganizational skillspresentation skills
Certifications
Associates Degree in BusinessAssociates Degree in FinanceAssociates Degree in StatisticsAssociates Degree in AccountingAssociates Degree in Economics