Community Lending Analyst
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Job Description
Community Lending Program Analyst advancing Guild Mortgage’s national affordable-homeownership initiatives. Analyzing event performance and coordinating outreach programs, partners, vendors, and community events.
Responsibilities:
- Develop, maintain, and automate ROI dashboards to measure event performance, leads, pre-qualifications, conversions, partner impact, and DPA usage
- Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms
- Produce monthly and 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
- 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 Marketing 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
- Maintain a library of event templates, checklists, post-event summaries, and best practices
- Assist with co-branded events and partnerships with nonprofits, DPA providers, and community organizations
- Support leadership with research, benchmarking, presentations, and program performance updates
Requirements:
- 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
- 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
- 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
- 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
- Work is primarily sedentary; mobility in an office setting
- Ability to operate standard office equipment and keyboards
- May be required to work nights, weekends or be on-call as a regular part of the job
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match
- Pleasant work environment
- Competitive compensation
- Travel 10-20%
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