NightOwl Consulting

Sales Development Rep

• Conduct outbound calls, emails, and follow-ups to engage new leads.
• Clearly communicate our Accessory Dwelling Unit offerings and value proposition to prospects.
• Qualify leads through needs analysis and pass high-potential prospects to the closing sales team.
• Maintain accurate records of interactions using CRM tools.
• Collaborate closely with the marketing and sales teams to improve lead quality and conversion.
• Provide insights from client conversations to help refine messaging and offerings.

Sales Development Representative

Video Editor

• Provide high-level administrative support to executives, including calendar management, meeting coordination, and travel arrangements.
• Assist in the creation and editing of professional videos for marketing and promotional purposes, utilizing software such as Adobe Premiere Pro, Final Cut Pro, or similar tools.
• Collaborate with the marketing team to develop and execute marketing campaigns, including social media content, email newsletters, and website updates.
• Coordinate with external vendors, agencies, and partners for video production and marketing initiatives.
• Maintain organized files and documentation related to video projects, marketing materials, and executive correspondence.
• Assist in event planning and coordination, including virtual and in-person events, webinars, and conferences.
• Handle confidential information with discretion and professionalism.
• Update the CRM
• Run and update social media accounts

Executive Assistant, Video Editing Experience

Analyst

• Provide responsive, first-level technical support for desktops, laptops, mobile devices, printers, and software, both onsite and remotely.
• Manage and prioritize incoming support requests via Zendesk ticket queue, email, phone, and other communication channels.
• Set up new user accounts and email addresses, configure Outlook desktop, and perform password resets.
• Assist users with Multi-Factor Authentication (MFA) setup and troubleshooting.
• Perform onboarding and offboarding tasks, including equipment setup, software configuration, and access provisioning or deprovisioning.
• Install and uninstall software applications as needed based on department requirements.
• Troubleshoot and resolve hardware, connectivity, Windows OS, VPN, VoIP, scanning/printing, and browser-related issues.
• Utilize tools such as ScreenConnect for remote support and Tanium for asset management and inventory tracking.
• Collaborate with other IT teams and escalate issues as appropriate, balancing urgency and impact to minimize downtime.
• Ensure all support activity is well-documented in accordance with internal standards and service-level agreements (SLAs).
• Contribute to technical documentation, knowledge bases, and SOPs to support continual service improvement.
• Stay informed of evolving technologies, particularly those related to Windows environments and enterprise software tools.

IT Service Desk Analyst

Project Manager

• Support delivery of Enterprise-level projects by managing and coordinating activities, tracking progress, and ensuring effective communication among stakeholders.
• Maintain project artifacts, facilitate team cadence, and ensure alignment with the Enterprise Project Management Policy and governance standards.
• Deliver clear, proactive status updates; keep project trackers accurate for scope, progress, risks, and issues.
• Assist Project Managers in planning, scheduling, and monitoring activities for Enterprise-level initiatives.
• Serve as a coordination hub for cross-functional stakeholders and external vendors; schedule meetings, prepare agendas, capture decisions, and distribute follow-ups.
• Monitor risks, issues, and dependencies; log, track, and escalate according to Enterprise governance and agreed processes.
• Ensure adherence to the Enterprise Project Management Policy and governance framework; support audit readiness with well-organized records.
• Contribute to continuous improvement of team processes and documentation standards.

Project Coordinator

Support Engineer

• Manage and respond to support tickets using Freshdesk (Zendesk).
• Assist loan officers and field personnel by sharing relevant SharePoint articles and instructional resources.
• Communicate primarily through email, with occasional phone calls as needed.
• Run searches in Guild IQ to verify the accuracy of AI-generated responses.
• Perform minor troubleshooting and basic data entry tasks.
• Ensure tickets are handled accurately, efficiently, and in a timely manner.

Technical Support

Web Designer

• Design digital materials (websites, email marketing, landing pages, social media) for Pardot, corporate website, microsites, and corporate social media accounts.
• Apply conceptual thinking to create high-quality creative solutions across multiple platforms; effectively bringing together customers’ needs, Guild business goals, technical realities, and creativity.
• Develop sound creative concepts that take into consideration customers’ needs (target demographic), market research data results, and technology.
• Effectively communicate conceptual ideas, detailed design, and design rationale both verbally and visually to the creative design manager.
• Present creative concepts to stakeholders and get buy-ins when needed.
• Translate creative concepts into designs.
• Submit creative deliverables within the agreed-upon deadline and estimated production time.
• Meet with internal customers to discuss requirements or project goals as needed.
• Collaborate effectively with other team members, including designers, copywriters, and project managers.
• Work closely with front-end developers and help with development when necessary (small projects).
• Guide and advise fellow employees in the creative process to foster stronger working relationships and solutions.
• Keep informed on the latest design and web trends.
• Manage the creative design approval process as needed.
• Ensure that customers’ experience with the brand is consistent with brand guidelines.
• Create additional style guides and brand guidelines to supplement and support digital needs.
• Follow consistent processes and standard resources to name, file, and archive work consistently.
• Propose process improvements that would enable greater adoption of assets created and greater efficiency for limited resources (print and web).
• Design print materials as needed.
• Perform other duties as assigned.

Web Design Specialist

Operations

• - Process mortgagee clause updates
• - Add or remove scheduled coverage
• - Follow up on policy discounts
• - Make policy edits and corrections (e.g., personal contact information)
• - Update billing information, including payment plan changes
• - Process policy cancellations
• - Review and identify policy changes and assigned tasks (e.g., EZL tasks)
• - Add or remove drivers and vehicles
• - Update VINs and correct policy details
• - Add or update loss payee information
• - Process new insurance requests from Loan Officers
• - Quote new business as requested
• - Assist with policy closing tasks, including:
• - Sending applications for signature
• - Auditing accounts for proper signatures and trailing documents
• - Completing endorsement checklists and obtaining required signatures
• - Collecting auto payment information
• - Binding auto, home, and umbrella policies and sending post-bind documentation to insureds
• - Submitting required documents to Loan Officers or Processors for loan closings
• - Track and monitor insurance licenses
• - Assist with accounting, bank reconciliation, and billing tasks
• - Track and reconcile commissions
• - Complete Certificates of Insurance (COIs)
• - Order loss runs
• - Perform policy checking and audits
• - Complete ACORD forms and supplemental applications
• - Update billing information and payment plans
• - Process cancellations
• - Quote new commercial business
• - Audit accounts for proper signatures and documentation
• - Follow up on trailing documents
• - Perform IVANS download reconciliation