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Community Lending Analyst
Guild MortgageCommunity Lending Program Analyst at Guild Mortgage, executing and optimizing community outreach initiatives. Collaborating with Sales, Marketing, and Community Partners for impactful homeownership expansion.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in community outreach, data analysis, and partnership management, with a strong focus on optimizing event performance and tracking program metrics. Proficient in utilizing analytics tools to drive community lending initiatives and enhance operational excellence.
Highest-signal resume keywords
Data AnalysisCommunity EngagementSalesforce CRMPower BIEvent Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisEvent CoordinationCommunity OutreachMetrics TrackingROI Dashboard Development
Soft Skills
Excellent Communication SkillsHighly OrganizedDetail-Oriented
Tools & Technologies
SalesforcePower BITableauMicrosoft Office SuiteAirtable
Certifications & Qualifications
CAPM (Certified Associate in Project Management)
Industry Keywords
Community LendingNonprofit OrganizationsHUD-Approved CounselingFinancial ServicesMortgage
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Support the growth and operational excellence of community lending initiatives
- Execute, track, and optimize community outreach programs and events
- Collaborate with Sales, Marketing, Community Partners, and Leadership
- Develop, maintain, and automate ROI dashboards to measure event performance
- Collect and analyze event data using Salesforce, Power BI, Tableau
- Track program metrics, including registration-to-attendance ratios, lead-to-loan conversion, and community impact indicators
- Collaborate with regional Sales teams, Loan Officers, and branches to maintain event calendars
- Build and maintain relationships with nonprofit organizations, HUD-approved counseling agencies, and community sponsors
Requirements
What you’ll need- Bachelor's Degree in Finance, Economics, Data Analytics, or a related field preferred
- Minimum four years experience in analytics, marketing, community outreach, or event coordination (mortgage, housing, or financial services preferred)
- CAPM (Certified Associate in Project Management) certification preferred
- Proficiency with Salesforce CRM and Microsoft Office Suite required
- Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms strongly preferred
- Proven experience in data analysis, community engagement, and partnership management
- Excellent verbal and written communication skills required
- Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match