Business Development Coordinator

About the Role

The Business Development Coordinator plays an important role in the organization by performing activities related to the company’s retail branch production functions. This role provides administrative support to originators, including managing databases, making calls on behalf of the originator, and creating, tracking, and distributing marketing materials.

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, including potential real estate agents, referral partners, past clients, and/or recruits with the goal of setting appointments.
  • Build and manage a database of potential contacts.
  • Engage in approximately 20 conversations per day, totaling 100 conversations per week.
  • Complete a minimum of 10 contact information sheets each day.
  • Set a minimum of two follow-up meetings per day, totaling 10 appointments per week.
  • Update Salesforce daily with call log information.
  • Schedule follow-up reminders for calls in the database.
  • Memorize call scripts to ease conversations.
• Additional 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, including managing RSVPs, coordinating food, preparing event deliverables, pre-event setup, and post-event cleanup.
  • Perform other duties and provide administrative support as needed.

Requirements

• High school diploma or equivalent preferred, along with a 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.

Skills

• Excellent verbal and written communication skills.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment.
• Proficiency in Microsoft Office Suite (Word, Excel), Wiki, collaborative cloud-based programs, and third-party software applications.
• 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

• Physical Demands: Work is primarily sedentary; mobility in an office setting.
• Manual Dexterity: Ability to operate standard office equipment and keyboards.
• Audio/Visual: 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.
• Environmental: Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
• Travel: None
• Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. Effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must adhere to process protocol and apply established protocols in a timely manner.

Benefits

• Medical, dental, and vision insurance
• Life insurance and AD&D
• Long-term disability (LTD)
• 401(k) with employer match
• Pleasant work environment and competitive compensation

Pay

Target salary range: $14.17 - $23.61 per hour. Compensation at Guild is influenced by factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

Schedule

Work is primarily performed during the business week, Monday - Friday.