Guild Mortgage je hipotekarni posojilodajalec in serviser posojil s sedežem v ZDA, ki deluje v finančnem sektorju in na področju nepremičnin. Podjetje, ustanovljeno leta 1960, zagotavlja stanovanjsko financiranje za nakupe, refinanciranje, gradnjo, prenovo, velika hipotekarna posojila, povratne hipoteke, kreditne linije, zavarovane z nepremičnino (HELOC), in državne programe, vključno s posojili FHA, VA in USDA. Njegovo poslovanje po vsej državi vključuje lokalne podružnice in kreditne referente, servisiranje posojilojemalcev ter spletno upravljanje računov, pa tudi partnerstva z gradbeniki, nepremičninskimi posredniki, zastopniki za lastništvo nepremičnin in korespondenčnimi posojilodajalci.
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.
Opis
- 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.
Zahteve
- 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.
Ugodnosti
- 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