Guild Mortgage ir Amerikas Savienotajās Valstīs bāzēts hipotekāro kredītu izsniedzējs un aizdevumu apkalpotājs finanšu un nekustamā īpašuma nozarē. Uzņēmums, kas dibināts 1960. gadā, nodrošina mājokļu finansēšanu mājokļa iegādei, refinansēšanai, būvniecībai, atjaunošanai, liela apjoma aizdevumiem, reversajiem hipotekārajiem kredītiem, mājokļa kapitāla kredītlīnijām un valsts garantētām programmām, tostarp FHA, VA un USDA aizdevumiem. Tā darbība visā valstī ietver vietējās filiāles un aizdevumu speciālistus, aizņēmēju apkalpošanu un tiešsaistes kontu pārvaldību, kā arī partnerības ar būvniekiem, nekustamā īpašuma aģentiem, īpašumtiesību aģentiem un korespondentkredītdevējiem.
Business Development Coordinator, Mortgage
Support Guild Mortgage’s loan production with marketing, Salesforce administration, lead outreach, appointment setting, and branch events. This onsite, full-time role is based in Boerne, Texas.
Apraksts
- Support mortgage originators with administrative tasks.
- Develop marketing materials and web and social media content to attract leads and support loan production.
- Obtain corporate compliance approval before distributing marketing materials.
- Maintain the marketing calendar and originators’ schedules.
- Organize branch events, including vendors, deliverables, and compliance approvals.
- Call prospective real estate agents, referral partners, past clients, recruits, and other targeted leads.
- Create and maintain contact databases.
- Hold about 20 conversations with potential contacts each day and 100 each week.
- Complete at least 10 contact information sheets per day.
- Arrange at least two follow-up meetings daily and 10 appointments weekly.
- Log calls in Salesforce each day and set follow-up reminders.
- Learn and retain call scripts.
- Maintain client and referral partner records in Salesforce and report data metrics.
- Schedule and confirm meetings with clients and partners.
- Answer incoming calls and handle basic customer service.
- Attend company-sponsored training to build mortgage knowledge.
- Support event RSVPs, catering, deliverables, setup, and cleanup.
- Handle other duties and provide administrative support as needed.
Prasības
- A high school diploma or equivalent is preferred.
- At least one year of experience in a mortgage lending-related role.
- Ability to manage several priorities at once.
- Strong attention to detail and organizational skills.
- A strong sense of urgency and responsiveness.
- Commitment to excellent customer service.
- Patience and professionalism with internal and external customers.
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced, metrics-driven environment.
- Proficiency with Microsoft Office, including Word and Excel, Wiki, collaborative cloud programs, and third-party software.
- Ability to learn tasks, retain processes, stay focused, work independently, and make timely decisions.
- Ability to follow and apply process protocols promptly.
- Availability to work primarily Monday through Friday during the business week.
Priekšrocības
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- Long-term disability insurance
- 401(k) with employer match
- Pleasant work environment
- Competitive compensation
- Company-sponsored training events