Community Lending Analytics & Outreach Lead

Guild-Mortgage-Company-LL

San Diego (CA)

On-site

USD 62,000 - 93,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
AD&D
LTD
401(k) with employer match

Job summary

Guild Mortgage Company in San Diego seeks a Community Lending Program Analyst to support growth and operational excellence of our national Community Lending initiatives.

This role blends data analytics, project management, and coordination with Sales, Marketing, Community Partners, and Leadership to ensure programs are impactful, scalable, and aligned with our mission of expanding sustainable homeownership.

Qualifications

  • Bachelor's degree or equivalent related to the position.
  • CAPM certification preferred.
  • Minimum four years of analytics, marketing, community outreach, or event coordination experience.

Responsibilities

  • Develop, maintain, and automate ROI dashboards to measure event performance.
  • Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools.
  • Create and refine workflows to capture event leads and integrate into Salesforce and CRM systems.
  • Track program metrics such as registration-to-attendance and lead-to-loan conversions.
  • Monitor partner engagement, surveys, and NPS feedback to measure outcomes.
  • Coordinate Homebuyer Readiness and Ready, Set, Own events across markets.
  • Identify venues, coordinate A/V, staffing, materials, and day-of event operations.

Skills

Data analytics
Project management
Stakeholder engagement
Salesforce
Power BI
Tableau
Excel
Communication skills

Education

Bachelor's degree in Finance/Economics/Data Analytics or related field
CAPM Certification

Tools

Salesforce
Power BI
Tableau
Airtable
Smartsheet
Excel

Job description

Guild Mortgage Company in San Diego seeks a Community Lending Program Analyst to support growth and operational excellence of our national Community Lending initiatives.

This role blends data analytics, project management, and coordination with Sales, Marketing, Community Partners, and Leadership to ensure programs are impactful, scalable, and aligned with our mission of expanding sustainable homeownership.

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