Business Development Coordinator

About the role

Guild Mortgage Company, closing loans and opening doors since 1960, is a dedicated mortgage banking firm serving home owners and buyers. The Business Development Coordinator plays an important role in the organization by performing a number of activities related to the company’s retail branch production functions.

Responsibilities

• Marketing Assistant duties:
  • Create marketing materials and copy for website and social media accounts designed to generate leads and loan production; collaborate with corporate compliance to get all information approved prior to distribution.
  • Manage marketing calendar and originator’s schedule as needed.
  • Oversee coordination of branch events, including managing event vendors, creating and distributing deliverables, and obtaining compliance approval.
• Dialer Duties:
  • Cold call targeted leads made up of potential real estate agents, referral partners, past clients and/or recruits with the goal of setting appointments.
  • Build and manage database of potential contacts.
  • Talk to approximately 20 potential contacts a day, totaling 100 conversations per week.
  • Complete a minimum of 10 contact information sheets each day.
  • Set a minimum of two follow-up meetings a day, totaling 10 appointments per week.
  • Update Salesforce with call log information daily.
  • Schedule follow-up reminders for calls in the database.
  • Memorize call scripts to ease conversations.
• Additional Common Duties:
  • Manage client and referral partner databases in Salesforce; provide metrics related to reported data.
  • Schedule client and/or partner meetings and confirm appointments.
  • Answer incoming calls and provide basic customer service.
  • Attend company-sponsored training events to better understand Guild’s business model and expand mortgage knowledge.
  • Assist in the management of events, which may include managing RSVPs, coordinating food, preparing event deliverables, pre-event setup, post-event cleanup, etc.
  • Perform other duties and provide administrative support as needed.

Qualifications

• High school diploma or equivalent preferred.
• Minimum of one year of experience in a mortgage lending-related role.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.

Company Required Skills

• Excellent verbal and written communication skills required.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite (Word, Excel), Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company values:
  • Customer Service: Proactive attention to each person
  • Integrity: Do and say what's right
  • Respect: Treat others with dignity
  • Collaboration: Listen and work together
  • Learning: Seek knowledge and strive for improvement
  • Excellence: Deliver the unexpected

Physical Demands

• Work is primarily sedentary; mobility in an office setting.
• Ability to operate standard office equipment and keyboards.
• Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
• Regularly required to accurately perceive, distinguish, and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
• Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
• Travel: None
• Mental demands: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
• Adapt to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
• Ability to adhere to process protocol and apply established protocols in a timely manner.