Guild Mortgage

Product Manager

• Define and execute the vision and roadmap for AI-driven sales enablement tools
• Collaborate with Product Managers and Product Owners across CRM, Point of Sale, and Marketing Automation to align the AI strategy and roadmap
• Develop a build-versus-buy framework with AI architects
• Maintain an inventory of AI capabilities across the existing technology stack
• Evaluate emerging AI trends for the retail mortgage sales environment
• Conduct structured discovery with Loan Officers and Sales Leaders
• Translate pain points into quarterly, value-ranked AI use-case roadmaps with KPIs and adoption targets
• Define success criteria, control groups, and measurement plans
• Conduct market scans, create vendor shortlists, lead scorecards, and proof-of-value pilots
• Drive vendor approvals through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management, and InfoSec
• Own intake and project management for the vendor approval process
• Apply risk tiering and fast lanes while escalating higher-risk flows as required
• Map current and future workflows and design in-workflow experiences across CRM, LOS, Point of Sale, Product & Pricing Engine, Marketing Automation, and telephony
• Specify integration patterns and acceptance criteria with technical teams, Product/Engineering, and Enterprise Architecture
• Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits
• Establish training and branch champion programs
• Collaborate with the AI Training and Enablement Specialist on Sales training and enablement
• Measure adoption and impact of AI and vendor solutions
• Maintain an Approved AI Vendor Catalog with lifecycle statuses and guardrails/model cards
• Convert field requirements into BRDs and work with internal Product/AI teams when building internally
• Generate insights and ideas on policies, processes, procedures, and efficiency
• Contribute to strategic and operational plans
• Work under broad direction with considerable latitude for independent action

Sales AI Product Manager

Supervisor

• Monitor metrics and maximize productivity, efficiency, investor compliance and service levels for area(s) under supervision
• Hire, train, coach, discipline and exit team members
• Perform quality control and audit reviews on loans, including all income/expense calculations, to ensure compliance with agreed upon standards and state and investor guidelines
• Provide coaching, guidance, and recognition to reports on all FHA insured loan workouts; review work to ensure solid business decisions are made in underwriting modifications, and in reconciling and settling accounts
• Review denied cases and research/recommend feasible alternatives
• Analyze escalated accounts for compliance and exceptions to modification program guidelines
• Participate in calls with clients and homeowners; discuss topics and issues related to loss mitigation
• Provide weekly productivity reports and status updates, and remediates action items to ensure loss mitigation cases move through the decision process both on a timely basis, and in accordance with regulations and guidelines
• Review files requested by internal and external auditors and respond to audit findings by preparing formal responses and ensuring remediation of noted issues
• Ensure inventory is managed effectively and in accordance with all applicable regulations and guidelines
• Develop and deliver training that encompasses changes, improvements, and other information related to investor rules and regulations, compliance criteria, internal policy and guidelines, and best practices
• Manage department projects that encompass improvements and modifications to current processes, implementation of new processes, and skills training
• Role model patience and professionalism when interacting with consumers via phone, email, or letter
• Review FHA Waterfall Calculations and verify correct home retention loss mitigation options are chosen and communicated to borrowers
• Manage and control loss mitigation general ledger; review all invoices input by Specialists; reconciles TBB2 against payment of title policy invoices
• Perform other duties as assigned.

Loss Mitigation Supervisor

Loan Officer Assistant

• 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.
• Send new clients online pre-qualification link on behalf of originator.
• Analyze customer’s credit and financial scenario and determining appropriate loan product(s).
• Monitor key dates related to loan transactions and respond accordingly.
• Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.

Administrative Assistant

• Support the District Manager and branches in the assigned District by facilitating administrative needs
• Assist Regional Administrative Assistant in hiring and onboarding procedures
• Manage accounts payable and expense reports
• Assist with scheduling and event planning
• Coordinate District activities and meetings
• Oversee administrative functions like time-keeping and office organization
• Generate reports and manage document process flow

District Administrative Assistant

Network Operations

• Manage network and system admin, along with project managers and coordinators to ensure seamless tech services are provided during branch openings, relocations, and closings
• Manage all aspects for the network design and configuration, including security aspects
• Manage the provisioning and disconnects of voice/data circuits, along with upgrades and cost control
• Maintain and enhance SASE zero capabilities and network security trust
• Oversee Network Micro segmentation
• Manage cloud network environments ensuring proper security best practices
• Ensure the adequate deployment of LAN/WAN networking equipment
• Ensure the adequate deployment of telecommunications hardware, including IP PBX/hosted VOIP
• Visit site locations for large-scale deployments and acquisitions as needed
• Manage network administration of Cisco Webex/UC call center
• Manage and monitor network security access and user access
• Provide high level network support and consult with vendors on troubleshooting and projects
• Manage, configure, monitor, and report on firewall/DMZ
• Ensure proper documentation and tasks related to SSAE, SOX and other audits are completed
• Manage network integration; provide IBM i series support and troubleshooting as needed
• Manage and maintain email routing configuration; provide troubleshooting support when needed
• Manage and maintain wireless network configuration; provide troubleshooting support when needed
• Perform other duties as assigned

Director, Network Operations

Compliance

• Support Compliance Management Division to ensure compliance with applicable laws
• Review, monitor, and renew company, branch, and loan originator licenses
• Prepare and submit applications for mortgage lender or general business licensing
• Monitor continuing education requirements for MLOs
• Provide guidance regarding licensing matters
• Maintain tracking system for various filings and renewals

Compliance Analyst I – Licensing

Business Analyst

• Act as a key point-of-contact for questions related to repurchases and loan defects as well as operational support for mortgage exam preparation.
• Evaluate underwriting decisions and analyze customer’s loan-to-value ratio, debt-to-income ratio, credit report, application, income and assets, source(s) of down payment funds, and supporting documentation to identify potential resolutions to address loan defects and/or mortgage exam preparation.
• Review appraisals to determine if they meet secondary market, investor, and company standards.
• Act as 2nd reviewer to teammates for written responses to loan defects prior to submission to the agency/investor.
• Act as a liaison between operations and QC to assist with resolving QC audit defects.
• Maintain a strong working knowledge of the company’s credit policies and procedures; make update recommendations when necessary.
• Collaborate cross-functionally with operations and production using expertise to answer questions to resolve escalated issues.
• Provide recommendations to changes in practice or procedures and execute accordingly.
• Create and format internal support documents, including, but not limited to, matrices, job aids, checklists, based on information provided.
• Assist with the monitoring, review and maintenance of specialized reports and remediation plans.
• Assist with special projects as needed.
• Perform other duties as assigned.

Quality and Risk Management Analyst

Software Engineer

• Analyze, design, develop, test and maintain in-house software applications on IBM System i platform
• Collaborate with users and Business Analysts to develop technical specifications
• Create binding directories, binder source, and service programs
• Troubleshoot application systems errors with users and business partners
• Identify and pursue new technologies and provide insights to management
• Lead department projects for process improvements
• Mentor and train less experienced employees

RPG Developer III

Collections

• Assess reason(s) for delinquency and evaluate homeowner’s finances in order to recommend optimal workout solutions.
• Obtain documentation to ensure workout solution matches criteria for hardship and financial capability in accordance with investor and insurer guidelines.
• Participate in outbound dialer campaigns and comply with agreed upon telephone standards, investor rules and regulations, compliance criteria, internal policies and guidelines, and best practices.
• Seek coaching and feedback obtained from live and taped call monitoring activities to increase effectiveness.
• Escalate calls as needed and when requested.
• Demonstrate patience and professionalism when interacting with consumers via phone, email, or letter.
• Participate in training and adapt to changes in industry regulations and processes.
• Coordinate pulling previous and current day data phone reports.
• Update spreadsheets pertaining to phone reports; print spreadsheets and email data to staff.
• Track all requested foreclosure fee requests, via Excel, provide quote in TDA8 notes.
• Perform daily follow up with Foreclosure Tech, as necessary.
• Update system when foreclosure fees are received.
• Alert agent requesting fees to make outbound call to h/o to provide information.
• Provide 401K letters to homeowners needing to request a distribution or loan from their retirement plan.
• Provide liaison support with outside departments, requesting outbound calls to customers for information/assistance (inter-department requests).
• Assist in the operation/monitor of the Cameo dialer.
• Support management in the training of staff, as well as coach existing staff on floor.
• Perform initial training of new hires.
• Assist Supervisor with Coaching and Development of Team members.
• Assist in managing Department Abandonment rate.
• First point of contact for team questions.
• Attends department management meetings and provides input to improve department processes.
• Supports Supervisor and Manager department decisions.
• Takes personal accountability to ensure/reflect cohesiveness and togetherness of the management team in front of department staff.
• Perform other duties, as assigned.

Collections Lead

Loan Processor

• Process and pre-underwrite specialty loans
• Liaison between loan officer, borrower, underwriter and funding
• Prepare and review loan file to ensure completeness
• Communicate and coordinate the resolution of issues that delay loan closing timeline
• Monitor overall loan processing cycle time

Loan Processor III, Specialty Loans

General Counsel

• Serve as primary legal counsel supporting Retail Sales, Production, Operations, Products, Compliance, Consumer Direct, and Correspondent Lending business functions.
• Provide practical legal guidance regarding mortgage origination, lending operations, underwriting, loan fulfillment, documentation, and related business activities.
• Advise business partners and leadership on legal, regulatory, compliance, and operational risks affecting mortgage lending activities and strategic initiatives.
• Manage legal escalations and provide timely, practical solutions to support business objectives while appropriately managing legal risk.
• Counsel stakeholders regarding federal and state mortgage lending laws, regulations, agency requirements, investor guidelines, and industry best practices.

Corporate Counsel

Manager

• Monitors the pipeline and metrics for a district or a region to ensure timely loan turnarounds and closures.
• Coach and review the work of Loan Processors to ensure compliance with Company, secondary market investor, and government agency standards.
• Update internal procedures and train processing staff on existing, new and changed federal and state regulations.
• Ensure overall quality and integrity of loan files while maintaining quality customer service.
• Monitor overall pipeline and metrics for team, and ensure workloads are adjusted as needed.
• Provide training, guidance and coaching to Processors to address and clarify issues related to procedures and requirements, products, systems, required documents and industry changes.
• Train processors on pipeline management, processing skills, and internal and external customer service standards.
• Coordinate and manage daily workflow requirements and facilitates communications between processing and the Funding and Underwriting Departments.
• Perform spot checks of loans submitted to processing to ensure completeness, accuracy and timeliness from Sales.
• Review loan applications and documentation to ensure accuracy, completeness and compliance with Company standards, federal and agency regulations, standards, and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc.
• Ensure Processors achieve productivity objectives and customer service levels.
• Conduct new and ongoing training for Processors.
• Ensure compliance and take action required to address audit findings.
• Escalate issues as needed and follows up to ensure timely resolution.
• Identify and escalate potential fraud issues.
• Stay current with federal, state regulations, policies and industry trends.
• Host regular meetings for processing staff.

Reverse Loan Processing Manager

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