Guild Mortgage

Transaction Coordinator

• Assist originator in appointment setting with prospective and new applicants.
• Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
• Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.).
• Send new clients online pre-qualification link on behalf of originator.
• Run credit on loans assigned to an originator.
• Monitor key dates related to loan transactions and respond accordingly.
• Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.

Community Manager

• 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

Community Lending Analyst

Business Development Rep

• Source passive candidates for Loan Officer, Sales Manager, and Branch Manager positions
• Utilize text message, video, and digital marketing for recruiting
• Develop and maintain networks with Loan Officers and Branch Managers
• Conduct interviews and screenings for candidates
• Manage recruiting activity and document business plans
• Guide candidates through the onboarding process
• Advocate for candidates while balancing business priorities

Business Development Manager

Security Analyst

• Serves as the first line of security alert escalation and guidance for IT Security Analysts.
• Performs essential duties with minimal supervision for one or multiple areas of the IT Security Program such as vulnerability management, security awareness, threat intelligence, etc.
• Monitor data activity and investigate alerts related to data exfiltration, inappropriate access, and policy violations.
• Investigate security incidents involving sensitive data, including unauthorized access and data leakage.
• Partner with the Incident Response team to contain, remediate, and document data-related incidents.
• Develop and maintain runbooks for data protection incident handling and escalation.
• Works closely with IT Security Engineers to draft runbooks, tune alerts, collaborate on escalations, and generate ideas for new alerting.
• Acts as lead for small projects by IT Security Manager and/or Director as needed.
• Conducts network monitoring and intrusion detection analysis using various computer network defense tools, such as intrusion detection/prevention systems, firewalls, and host-based security systems.
• Conducts log-based and endpoint-based threat detection to detect and protect against threats coming from multiple sources.
• Deploys cloud-centric detection to detect threats related to cloud environments and services used by the organization.
• Correlates activity across assets (endpoint, network, apps) and environments (on-premises, cloud) to identify patterns of anomalous activity.
• Reviews alerts and data from sensors, and documents formal, technical incident reports.
• Works with threat intelligence and/or threat-hunting teams.
• Provides network subscribers with incident response support, including mitigating actions to contain activity and facilitating forensics analysis when necessary.
• Works with security information and event management (SIEM) to manage/tune the system, create/manage the detection content and actively watch for alerts.
• Correlates network, cloud, and endpoint activity across environments to identify attacks and unauthorized use.
• Researches emerging threats and vulnerabilities to aid in the identification of incidents.
• Supports network vulnerability scans, security audits, and risk assessments and provides feedback to ensure compliance with corporate security policies and adherence to industry best practices.
• Provides users with incident response support, including mitigating actions to contain activity, and facilitating forensics analysis when necessary.
• Performs security standards testing against computers before implementation to ensure security.

Senior IT Security Analyst

Systems Engineer

• Develop policies and procedures related to configuration settings for Production Operations Systems and Sales systems and reporting on Loan Origination Systems.
• Respond to Operations/Sales Escalations desk tickets and escalate as needed.
• Resolve issues escalated by junior teammates.
• Partner with Business Analysts and Product Owners to define system requirements.
• Troubleshoot and resolve user interface issues.
• Escalate system outage and bugs to Operations/Sales training and communication teams to ensure the field is notified in a timely manner.
• Implement user acceptance testing strategies.
• Perform Post-Production Validation as needed.
• Support process improvements using Automation and Lean concepts.
• Provide feedback to the Training teams on potential training opportunities and assist in developing training materials.
• Test reported defects to validate and confirm system issues and provide feedback to Business Analysts to ensure accurate representation for defect documentation and resolution.
• Perform other duties as assigned.

Systems Analyst II

Director

• Act as the primary liaison between Information Security and business units for data protection initiatives.
• Translate technical controls and data risk findings into business-relevant impact, including financial, regulatory, and operational implications.
• Partner with business leaders to identify critical data assets, define classification requirements, and align protection strategies to business objectives.
• Provide clear guidance to business stakeholders on secure data handling, sharing, and retention practices.
• Lead awareness and training initiatives focused on reducing data handling risks (e.g., improper sharing, shadow IT, SaaS sprawl).
• Collaborate with product, sales, and operations teams to ensure data protection requirements are embedded into business processes and customer solutions.
• Present data protection posture, risks, and remediation strategies to executive leadership, risk committees, and non-technical audiences.
• Establish feedback loops with business units to continuously improve usability and adoption of data protection controls.
• Define and execute the enterprise data protection strategy, roadmap, and operating model.
• Establish policies, standards, and procedures for data classification, handling, retention, and destruction.
• Align data protection initiatives with NIST, CIS, SOC 2, and regulatory requirements (e.g., GLBA, CCPA, GDPR where applicable).
• Lead the development of a data protection governance framework, including metrics and reporting for executives and risk committees.
• Oversee deployment and management of: Data Loss Prevention (DLP) solutions (endpoint, network, cloud/SaaS), Data Security Posture Management (DSPM) and data discovery/classification tools, Encryption strategies (data at rest, in transit, and key management), Tokenization, masking, and anonymization technologies.
• Ensure visibility and protection of sensitive data across: M365 (SharePoint, OneDrive, Exchange), Cloud platforms (Azure, AWS), SaaS platforms (Salesforce, Snowflake, etc.).
• Define and enforce secure data lifecycle management practices.
• Identify and assess data-related risks, including shadow data stores and unauthorized data movement.
• Partner with Legal/Compliance to ensure adherence to privacy laws and contractual obligations.
• Support audits and certifications (SOC 2, internal audits, regulatory exams).
• Develop risk acceptance, mitigation, and exception processes for data-related issues.
• Establish monitoring capabilities to detect data exfiltration, misuse, and anomalous access patterns.
• Partner with Security Operations to integrate data protection alerts into SIEM/SOAR workflows.
• Lead response efforts for data-related incidents, including breach investigations and reporting.
• Provide guidance to business units on secure data handling practices.
• Develop and maintain data protection KPIs and scorecards for executive leadership.
• Report on program maturity, risk posture, and control effectiveness.
• Build and lead a high-performing data protection team.
• Drive a culture of continuous improvement, accountability, and security awareness.
• Mentor team members and promote cross-training and career development.

Director, Data Protection

Project Manager

• Own end-to-end project management for assigned corporate strategic initiatives.
• Develop and maintain comprehensive project plans, workback schedules, RACI matrices, risk registers, and status dashboards.
• Coordinate effectively across multiple business functions.
• Prepare and facilitate working sessions and project reviews.
• Maintain program health dashboards and consolidated reporting across the project portfolio.

Senior Project Manager – Strategic Initiatives

Business Operations

• Evaluate existing processes to identify inefficiencies, bottlenecks, and areas for improvement.
• Develop detailed process maps and documentation to support analysis.
• Identify and develop new ideas for process improvement by analyzing current processes, gathering feedback from stakeholders, and conducting research on industry best practices.
• Challenge status quo thinking to see opportunities for substantial advancement where possible, instead of incremental change.
• Work closely with various departments and teams to understand their needs, gather input, and build consensus on process improvement initiatives.
• Develop and execute action plans for implementing process improvements. Ensure that changes are effectively communicated and adopted across the organization.
• Create and maintain metrics to measure the adoption, effectiveness and ROI of process improvement initiatives.
• Provide regular reports and updates to management on progress and outcomes.
• Gather, analyze, and document business requirements from stakeholders to support the development of solutions that meet business needs.
• Collaborate with Information Technology and other departments to develop and implement solutions that align with business requirements and improve processes.
• Maintain awareness of existing technology capabilities and emerging technologies and actively pursue opportunities to employ technology to increase efficiency and lower costs.
• Perform data analysis to support decision-making and identify trends, patterns, and insights that can inform process improvement initiatives.
• Foster a culture of continuous improvement by encouraging employees at all levels to contribute ideas and participate in process improvement efforts.
• Maintain awareness of technology solutions, third-party services and mortgage industry trends among peers that might be advantageously applied as new opportunities emerge.
• Provide training and support to employees on new processes and improvements. Develop training materials and resources as needed.
• Utilize project management skills to plan, execute, and monitor process improvement projects. Ensure projects are completed on time, within scope, and within budget.
• Develop and implement change management strategies to ensure smooth transitions and adoption of new processes across the organization.

Business Process Engineer

Business Analyst

• Perform activities related to the company’s business analysis functions within the default and bankruptcy servicing department.
• Elicit, analyze, validate, specify, verify, and manage the needs of stakeholders.
• Serve as the conduit between the business and the Information Systems software development team through which requirements flow for medium to complex projects.
• Work with the project sponsor to document project objectives, identify project stakeholders and analyze scope.
• Accurately define quality attributes, constraints, external interfaces, and other nonfunctional requirements.
• Establish and implement effective testing strategies to appropriately assess final programming changes.
• Document system changes including all business rules, use cases, and test scripts.
• Develop training programs and tools to increase systems knowledge; develop servicing processes, scripts, and templates for correspondence.
• Identify and stay current on changes in industry regulations, and recommend updates to internal policies, procedures, policies, and systems based on new/changed requirements.

Senior Default Business Analyst

Marketing

• Perform as a shared resource for multiple loan officers across the company.
• Create and distribute open house, financing, and listing flyers for designated agent partners.
• Monitor and follow up on post-closing surveys, request and manage reviews, maintain weekly posting activity, and perform monthly SEO/GEO audits to ensure top ranking performance.
• Build, manage, and upload email sequences and nurture campaigns consistent with each loan officer’s brand tone.
• Review and optimize each loan officer’s social platforms to align with approved brand kits and content guidelines.
• Ensure monthly Homebot video communications are properly distributed to buyers and homeowners.
• Plan, manage, promote, and follow up on events using approved tools such as Eventbrite.
• Create and deliver marketing materials as needed, ensuring adherence to brand standards and compliance requirements.
• Develop, schedule, or post content for loan officers who prefer full-service management or provide ready-to-post content for those managing their own channels.
• Design Canva templates that reflect individual brand kits, enabling on-the-go content creation and brand consistency.

Corporate Marketing Assistant

Compliance

• Support Compliance Management Division for legal compliance
• Ensure good standing with governmental agencies
• Review and renew licenses through NMLS
• Prepare and submit license applications
• Monitor continuing education requirements for MLOs
• Perform compliance checks periodically
• Prepare various reports and renewals
• Maintain tracking system for deadlines
• Provide guidance regarding licensing matters

Compliance Analyst I, Licensing

• Manage projects under the IT Operations & Services Portfolio, including Enterprise Applications, Information Security, Endpoint Engineering, and Network/Systems Operations.
• Manage process improvement projects for IT Operations, including documenting standard operating procedures, developing cross department procedures with corporate departments, and infrastructure change management standards.
• Work with IT management and stakeholders to create IT Operations and Services project plans with clear dependencies, resource estimates, and target deadlines.
• Work with third parties to evaluate vendor contracts and facilitate onboarding contractors for projects.
• Analyze project delivery performance metrics, develop KPIs, and project reporting.

IT Operations Project Manager

QA Engineer

• Monitor and manage production metrics for team; effectively balancing workloads so that QA Auditors meet deadlines.
• Ensure compliance with federal, state, agency and investor Quality Control guidelines and requirements.
• Respond to and coach QA Team Leads and Auditors on issues that represent higher risk/fall outside of scope of responsibility.
• Identify and escalate potential fraud issues.
• May assist with auditing loans when volumes require additional resources.
• Help establish a department culture that emphasizes teamwork and is consistent with Company values; promote positive, professional relationships based on mutual respect.
• Identify and stay current on changes in industry regulations, and recommend changes to internal policies, procedures, policies, and systems to incorporate new or updated requirements.
• Provide training and guidance to employees related to disclosures, use of internal Company systems, and QA logistics and procedures.
• Coach and hold team members accountable for timeliness, accuracy, and completeness of files, and ensure all regulatory and compliance requirements are met.
• Track/monitor loan deficiencies, perform analysis and report trends; review month end reporting and provide recommendations for action plans that address current trends.
• Prepare various analyses for defined areas; collaborate with QA staff to compile data required for completion and communicate findings and recommendations to QA Director.
• Promote quality achievement and performance improvement throughout the department.
• Prepare and review regular and ad hoc reports related to functional area of expertise.
• Assist in the assessment and management of control processes.
• Ensure that departmental policies and procedures are up to date.
• Make recommendations for changes to processes and procedures that will help improve operations; assist with ongoing process improvement efforts to ensure that Quality Assurance is utilizing appropriate resources.
• Administrate systems used throughout the department.
• Assist during exams/audits, meetings/calls with investors/insurers.
• Basic knowledge of AI tools.
• Assist the QA Director in the management of external vendors by monitoring and reporting quality, issues and updates.
• Assist QA Director on various projects, investigations, and department initiatives.

Quality Assurance Supervisor

AI Engineer

• Source relevant data from various channels, including databases, online sources, and internal systems, essential for training AI models.
• Process raw data to make it suitable for use in machine learning, which includes cleaning, normalizing, and segmenting the data.
• Create machine learning models using appropriate algorithms and techniques to solve specific business problems or enhance application capabilities.
• Rigorously test AI models to ensure their accuracy, reliability, and robustness, and validate them against predefined metrics.
• Seamlessly integrate AI models into existing software applications, employing API calls or embedded code for smooth functionality.
• Continuously optimize AI systems for better speed, efficiency, and accuracy, ensuring they meet the required performance standards.
• Identify and fix bugs or issues in AI models and their integration into applications, ensuring smooth operation.
• Keep abreast of the latest advancements in AI, machine learning, and related technologies to incorporate cutting-edge solutions.
• Work alongside other professionals, including AI Engineers, data scientists, software developers, and project managers, to achieve cohesive project goals.
• Create detailed documentation for AI systems and their architectures, aiding in maintenance, updates, and knowledge transfer.
• Utilize AI to improve the user interface and experience of applications, making them more intuitive and responsive.
• Adhere to ethical guidelines and standards in AI development, ensuring fairness, privacy, and transparency.
• Conduct in-depth analysis of AI systems' performance, identifying areas for improvement and optimization.
• Utilize cloud computing platforms for efficient AI model development, testing, and deployment.
• Incorporate user and stakeholder feedback into AI system development to continuously improve its effectiveness and usability.
• Serve as a bridge between technical and non-technical teams, facilitating the integration of AI into various business processes and ensuring alignment with business objectives.
• Partner with key stakeholders, including the business unit leaders, Product, Data & Technology teams, to assist with their AI-related technical issues.
• Contribute to the team of AI professionals by using expertise to answer questions and sharing repeatable design patterns with less experienced teammates, enhancing skillsets and competencies of team members, and sharing technical knowledge throughout the team.
• Participate in stakeholder reviews and design sessions.
• Provide data, reports, and information to management as needed.
• Drive strong communications, partnerships, and stakeholder management with senior leaders, functional managers, and staff.
• Perform other duties as assigned.

Account Manager

• Respond immediately to loan scenario requests from Loan Officers to help structure deals accurately and competitively.
• Identify trending questions and feedback from sales, to then submit for program training and/or enhancement.
• Analyze loan activity to identify opportunities for retail retention or conversion to in-house programs.
• Provide direct, scenario-specific guidance on eligibility, pricing, and loan structure to accelerate decision-making.
• Maintain an active pipeline of opportunities and monitor account activity to increase retail volume and market share.
• Develop and deliver training (onsite and virtual) tailored to each market’s product mix and experience level.
• Educate Loan Officers and branch staff on Conventional, Government, Jumbo, and Non-QM products.
• Collaborate with marketing and branch leaders to organize product trainings, promotional sessions, and events that drive engagement.
• Gather feedback from the field on competitive intel and trends, pricing challenges, and borrower needs; identify gaps and share actionable insights with Product Strategy.
• Recommend product or guideline enhancements to drive incremental retail volume.
• Develop and manage relationships with internal sales teams to grow origination volume.
• Conduct regular outreach to maintain satisfaction and retention among retail branches and referral partners.
• Communicate Guild’s value proposition clearly, reinforcing the advantages of keeping business in-house.