Community Lending Analyst
Position Summary
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.
Essential Functions
Program Analytics & Reporting (40%): 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
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.