Business Development Coordinator

Guild Mortgage Company; Elko (NV); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

AD&D

LTD

401(k) with employer match

Job summary

Guild Mortgage Company is seeking a Business Development Coordinator to support originators and manage marketing, databases, and scheduling within our retail branch.

The role requires proactive outreach, CRM data upkeep in Salesforce, event coordination, and producing marketing materials while ensuring compliance. Strong communication, organization, and customer service are essential.

Qualifications

• High school diploma or equivalent preferred with at least 1 year of mortgage lending experience.
• Ability to manage multiple priorities with strong attention to detail and organization.
• Excellent verbal and written communication skills; proactive customer service mindset.

Responsibilities

• Create marketing materials and copy for website and social media to generate leads and loan production with compliance approvals.
• Manage marketing calendar and originator schedules.
• Coordinate branch events, vendors, deliverables, and compliance approvals.
• Cold call targeted leads to set appointments with real estate agents, partners, past clients, and recruits.
• Build and maintain a database of potential contacts; conduct ~20 conversations daily and complete 10 contact info sheets daily.
• Schedule at least two follow-up meetings daily and maintain Salesforce call logs.
• Keep client and partner databases up to date in Salesforce and provide data metrics.
• Schedule client/partner meetings and confirm appointments; answer incoming calls with basic customer service.
• Attend company training to expand mortgage knowledge and assist in event management (RSVPs, food, setup, etc.).
• Perform other duties and administrative tasks as needed.

Skills

Verbal communication

Written communication

Organized

Customer service

Multitasking

Education

High school diploma or equivalent

Tools

Salesforce

Excel

Word

Wiki

Cloud-based tools

Job description

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/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

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. The role is primarily responsible, under direct supervision, for providing administrative support to originators, which may include managing databases, making calls on behalf of the originator and creating, tracking, and distributing marketing materials.

Essential Functions

• 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.
• Oversees coordination of branch events which includes managing event vendors, creating and distributing deliverables, and obtaining compliance approval.
• 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.
• On a daily basis, update the Salesforce with call log information.
• Schedule follow up reminders for calls in the database.
• Memorize call scripts in order to ease conversations.
• 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 set up, post-event clean up, etc.
• Perform other duties and provide administrative support as needed.

Qualifications

• High school diploma or equivalent preferred, along with a minimum of one-year total experience in Mortgage lending related role.

Additional Qualifications

• 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

• 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; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
• Travel: None
• Mental:
  • Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
  • This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities.
  • Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
• Schedules: Work is primarily performed during the business week, Monday - Friday

Authority Level

• Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
• Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
• Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
• Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
  • No direct or indirect reports.

Statement
This document describes the general content and identifies essential functions and requirements for performing this position. It is not intended to be an exhaustive statement of duties, responsibilities, or requirements. Guild Mortgage complies with the ADA and considers reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential job functions. Employment with Guild Mortgage is “at-will,” meaning that either the Company or an employee may terminate the employment relationship at any time, with or without cause, advance notice or stated justification.

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.

Guild Mortgage Company is an Equal Opportunity Employer.

Target Salary Range: $14.17 - $23.61
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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.