Community Lending Analyst
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose.
We must not repeat job title as heading. Do not put Job ID/requisition numbers as headings. Fold minor metadata into short
or drop it.
Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions.
We need to preserve all substantive information.
Let's extract content:
Company intro: "Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry."
Position Summary: "Please note: Pacific Time Zone and West Coast-based candidates are preferred for this role. We seek a highly motivated, data-driven, and detail-oriented Community Lending Program Analyst to support the growth and operational excellence of our national Community Lending initiatives. This role plays a critical part in executing, tracking, and optimizing community outreach programs and events across diverse markets nationwide. The ideal candidate blends analytical expertise with strong project management, data analytics, and initiative coordination skills. Working closely with Sales, Marketing, Community Partners, and Leadership, this position ensures that Guild’s community programs are impactful, scalable, and aligned with our mission of expanding sustainable homeownership."
Compensation: "This role is an exempt position with a targeted salary range of $61,803 to $92,739 annually. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location."
Essential Functions: It lists percentages and bullet-like sentences. We need to turn into list items.
Essential Functions content:
- Program Analytics & Reporting (40%)
- Event Initiative Planning & Coordination (40%)
- Sales Enablement & Partner Support (20%)
Then list of duties:
Develop, maintain, and automate ROI dashboards to measure event performance (leads, pre-qualifications, conversions, partner impact, DPA usage).
Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms to produce monthly/quarterly performance reports.
Create and refine workflows to capture event leads and integrate them into Salesforce and other CRM systems.
Track program metrics, including registration-to-attendance ratios, lead-to-loan conversion, and community impact indicators.
Monitor partner engagement, post-event surveys, and NPS feedback to measure satisfaction and long-term outcomes.
Support planning, logistics, and execution of Homebuyer Readiness Fairs, Ready, Set, Own events, and similar initiatives across multiple markets.
Identify and secure venues; coordinate A/V, onsite staffing, materials, signage, and event-day operations.
Collaborate with regional Sales teams, Loan Officers, and branches to maintain event calendars and manage distribution of turnkey event kits.
Build and maintain relationships with nonprofit organizations, HUD-approved counseling agencies, and community sponsors.
Partner with the Marketing team on promotional campaigns, digital assets, and outreach messaging.
Track and manage event budgets, vendor contracts, and compliance with Guild brand and regulatory standards.
Provide actionable insights and performance metrics to Loan Officers and Regional Managers to strengthen engagement and follow-up strategies.
Maintain a library of event templates, checklists, post-event summaries, and best practices for replication across markets.
Assist with co-branded events and partnerships with nonprofits, DPA providers, and community organizations, ensuring alignment and measurable outcomes.
Support leadership with research, benchmarking, presentations, and program performance updates.
Qualifications: list:
- Bachelor's Degree directly related to the position or equivalent, preferred.
- Bachelor's Degree in Finance, Economics, Data Analytics, or a related field.
- Minimum four years experience in analytics, marketing, community outreach, or event coordination (mortgage, housing, or financial services preferred).
- CAPM (Certified Associate in Project Management) certification preferred.
- Strong interpersonal and customer service skills.
- Ability to organize and manage multiple priorities simultaneously.
- Excellent interpersonal communication skills required.
- Ability to work well independently or within a team.
- Must be able to handle confidential matters with discretion.
- Creative problem-solver who thrives in a mission-driven environment.
- Passion for affordable housing strategies, financial literacy, and community impact.
- Proficiency with Salesforce CRM and Microsoft Office Suite (Excel, PowerPoint, Outlook) required.
- Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms strongly preferred.
- Prior experience coordinating events, managing vendors, or working with nonprofits is highly desirable.
- Proven experience in data analysis, community engagement, and partnership management.
- Strong analytical skills with proficiency in data analysis tools and software.
- Excellent communication and interpersonal skills, with the ability to work collaboratively with diverse stakeholders.
- Experience in the mortgage lending or financial services industry is a plus.
- Ability to manage multiple projects simultaneously and meet deadlines.
- Ability to manage change effectively.
- 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.
Supervision Job Scope: includes sections: Job Scope, Complexity, Impact, Interaction/Supervision. We could treat as a section "Supervision". Provide prose.
Requirements: includes physical requirements: "Work is primarily sedentary; mobility in an office setting. Ability to operate standard office equipment and keyboards. Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly. Office environment – moderate noise, no substantial exposure to adverse environmental conditions. Travel 10-20% This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. May be required to work nights, weekends or be on-call as a regular part of the job."
Benefits: "Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match."
We also have EEO statement: "Guild Mortgage Company is an Equal Opportunity Employer." That's boilerplate; remove.
REQ#: COMMU018521 - minor metadata; we can fold into short p or drop. Probably drop.
Now decide sections: We have About the role (company intro + position summary). Could combine into About the role. Or separate: About the role (company description) and Position Summary (maybe as part of About). But headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map:
- About the role: company intro + position summary.
- Responsibilities: Essential Functions (list).
- Qualifications: Qualifications list.
- Skills: maybe we could extract skills from qualifications but we already have qualifications; but we could create Skills section for technical proficiencies etc. However we must not create sections with filler. We have qualifications that include skills; we could keep Qualifications section and not create Skills unless we have distinct skill list. The qualifications list includes many skill-like items; but we could treat them as qualifications. The instruction: Use headings from list; we can choose which to include. We'll include About the role, Responsibilities, Qualifications, Benefits, Pay, Requirements. Possibly Supervision as a section? Not in list but we could treat as part of About or Responsibilities? Might be better to include as a separate section "Supervision" but not in allowed headings list; but instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exclusive? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings. We should stick to those. So we can map Supervision content into maybe Responsibilities or About? Probably not needed; we could drop Supervision as it's not required? But we must preserve ALL substantive information. So we need to include that info somewhere. Could incorporate into Responsibilities or Qualifications? It's about supervision scope; maybe we can add a subsection under Responsibilities? But we must not invent headings not in list. We could add a
under Responsibilities after the list. That's acceptable.
Similarly, Requirements (physical) we can put under Requirements heading.
Benefits under Benefits.
Pay under Pay.
Schedule: not present; we should not create Schedule section.
Skills: we could extract skills from qualifications but we already have Qualifications; maybe we can combine qualifications and skills into Qualifications heading. That's fine.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Requirements.
We need to ensure we don't repeat job title as heading.
Now produce HTML fragment.
Structure:
About the role
Company intro...
Position summary...
Responsibilities
- ... each duty
Qualifications
- ... each qualification
Benefits
Guild offers a pleasant work environment...
Pay
This role is an exempt position with a targeted salary range of $61,803 to $92,739 annually. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
Requirements
Work is primarily sedentary; mobility in an office setting. Ability to operate standard office equipment and keyboards. Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly. Office environment – moderate noise, no substantial exposure to adverse environmental conditions. Travel 10-20% This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. May be required to work nights, weekends or be on-call as a regular part of the job.
We might also include Supervision info as a paragraph under Responsibilities or About. Let's add a paragraph under Responsibilities after the list: "Supervision: Job Scope: Respons
for prose. We must not repeat job title as heading. Do not put Job ID/requisition numbers as headings. Fold minor metadata into short
or drop it. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. We need to preserve all substantive information. Let's extract content: Company intro: "Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry." Position Summary: "Please note: Pacific Time Zone and West Coast-based candidates are preferred for this role. We seek a highly motivated, data-driven, and detail-oriented Community Lending Program Analyst to support the growth and operational excellence of our national Community Lending initiatives. This role plays a critical part in executing, tracking, and optimizing community outreach programs and events across diverse markets nationwide. The ideal candidate blends analytical expertise with strong project management, data analytics, and initiative coordination skills. Working closely with Sales, Marketing, Community Partners, and Leadership, this position ensures that Guild’s community programs are impactful, scalable, and aligned with our mission of expanding sustainable homeownership." Compensation: "This role is an exempt position with a targeted salary range of $61,803 to $92,739 annually. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location." Essential Functions: It lists percentages and bullet-like sentences. We need to turn into list items. Essential Functions content: - Program Analytics & Reporting (40%) - Event Initiative Planning & Coordination (40%) - Sales Enablement & Partner Support (20%) Then list of duties: Develop, maintain, and automate ROI dashboards to measure event performance (leads, pre-qualifications, conversions, partner impact, DPA usage). Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms to produce monthly/quarterly performance reports. Create and refine workflows to capture event leads and integrate them into Salesforce and other CRM systems. Track program metrics, including registration-to-attendance ratios, lead-to-loan conversion, and community impact indicators. Monitor partner engagement, post-event surveys, and NPS feedback to measure satisfaction and long-term outcomes. Support planning, logistics, and execution of Homebuyer Readiness Fairs, Ready, Set, Own events, and similar initiatives across multiple markets. Identify and secure venues; coordinate A/V, onsite staffing, materials, signage, and event-day operations. Collaborate with regional Sales teams, Loan Officers, and branches to maintain event calendars and manage distribution of turnkey event kits. Build and maintain relationships with nonprofit organizations, HUD-approved counseling agencies, and community sponsors. Partner with the Marketing team on promotional campaigns, digital assets, and outreach messaging. Track and manage event budgets, vendor contracts, and compliance with Guild brand and regulatory standards. Provide actionable insights and performance metrics to Loan Officers and Regional Managers to strengthen engagement and follow-up strategies. Maintain a library of event templates, checklists, post-event summaries, and best practices for replication across markets. Assist with co-branded events and partnerships with nonprofits, DPA providers, and community organizations, ensuring alignment and measurable outcomes. Support leadership with research, benchmarking, presentations, and program performance updates. Qualifications: list: - Bachelor's Degree directly related to the position or equivalent, preferred. - Bachelor's Degree in Finance, Economics, Data Analytics, or a related field. - Minimum four years experience in analytics, marketing, community outreach, or event coordination (mortgage, housing, or financial services preferred). - CAPM (Certified Associate in Project Management) certification preferred. - Strong interpersonal and customer service skills. - Ability to organize and manage multiple priorities simultaneously. - Excellent interpersonal communication skills required. - Ability to work well independently or within a team. - Must be able to handle confidential matters with discretion. - Creative problem-solver who thrives in a mission-driven environment. - Passion for affordable housing strategies, financial literacy, and community impact. - Proficiency with Salesforce CRM and Microsoft Office Suite (Excel, PowerPoint, Outlook) required. - Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms strongly preferred. - Prior experience coordinating events, managing vendors, or working with nonprofits is highly desirable. - Proven experience in data analysis, community engagement, and partnership management. - Strong analytical skills with proficiency in data analysis tools and software. - Excellent communication and interpersonal skills, with the ability to work collaboratively with diverse stakeholders. - Experience in the mortgage lending or financial services industry is a plus. - Ability to manage multiple projects simultaneously and meet deadlines. - Ability to manage change effectively. - 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. Supervision Job Scope: includes sections: Job Scope, Complexity, Impact, Interaction/Supervision. We could treat as a section "Supervision". Provide prose. Requirements: includes physical requirements: "Work is primarily sedentary; mobility in an office setting. Ability to operate standard office equipment and keyboards. Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly. Office environment – moderate noise, no substantial exposure to adverse environmental conditions. Travel 10-20% This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. May be required to work nights, weekends or be on-call as a regular part of the job." Benefits: "Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match." We also have EEO statement: "Guild Mortgage Company is an Equal Opportunity Employer." That's boilerplate; remove. REQ#: COMMU018521 - minor metadata; we can fold into short p or drop. Probably drop. Now decide sections: We have About the role (company intro + position summary). Could combine into About the role. Or separate: About the role (company description) and Position Summary (maybe as part of About). But headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map: - About the role: company intro + position summary. - Responsibilities: Essential Functions (list). - Qualifications: Qualifications list. - Skills: maybe we could extract skills from qualifications but we already have qualifications; but we could create Skills section for technical proficiencies etc. However we must not create sections with filler. We have qualifications that include skills; we could keep Qualifications section and not create Skills unless we have distinct skill list. The qualifications list includes many skill-like items; but we could treat them as qualifications. The instruction: Use headings from list; we can choose which to include. We'll include About the role, Responsibilities, Qualifications, Benefits, Pay, Requirements. Possibly Supervision as a section? Not in list but we could treat as part of About or Responsibilities? Might be better to include as a separate section "Supervision" but not in allowed headings list; but instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exclusive? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect those headings. We should stick to those. So we can map Supervision content into maybe Responsibilities or About? Probably not needed; we could drop Supervision as it's not required? But we must preserve ALL substantive information. So we need to include that info somewhere. Could incorporate into Responsibilities or Qualifications? It's about supervision scope; maybe we can add a subsection under Responsibilities? But we must not invent headings not in list. We could add a
under Responsibilities after the list. That's acceptable. Similarly, Requirements (physical) we can put under Requirements heading. Benefits under Benefits. Pay under Pay. Schedule: not present; we should not create Schedule section. Skills: we could extract skills from qualifications but we already have Qualifications; maybe we can combine qualifications and skills into Qualifications heading. That's fine. Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Requirements. We need to ensure we don't repeat job title as heading. Now produce HTML fragment. Structure:
About the role
Company intro...
Position summary...
Responsibilities
- ... each duty
Qualifications
- ... each qualification
Benefits
Guild offers a pleasant work environment...
Pay
This role is an exempt position with a targeted salary range of $61,803 to $92,739 annually. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
Requirements
Work is primarily sedentary; mobility in an office setting. Ability to operate standard office equipment and keyboards. Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly. Office environment – moderate noise, no substantial exposure to adverse environmental conditions. Travel 10-20% This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. May be required to work nights, weekends or be on-call as a regular part of the job.
We might also include Supervision info as a paragraph under Responsibilities or About. Let's add a paragraph under Responsibilities after the list: "Supervision: Job Scope: Respons