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

The Secondary Marketing Specialist II plays an important role in the organization by performing a number of activities related to the company’s Secondary Marketing functions. The role is primarily responsible, under limited direction, for providing high-level loan pricing, locking, and support to production via performing lock desk responsibilities, supplying customer service, and performing other similar duties.

Essential Functions

• Work directly with sales force on establishing pricing, locking, and policies related to mortgage loans.
• Perform day-to-day lock desk responsibilities; actively monitoring loan terms, price, and rate and using judgment and knowledge to process requests from production accordingly.
• Build and maintain effective relationships with sales force by providing friendly and knowledgeable customer service.
• Maintain in-depth knowledge of loan programs and guidelines in order to assist teammates in the field, helping them operate within policies and guidelines.
• Lock-in loans directly with correspondent investors.
• Reconcile service-released loans (Flow, Direct Trade, AOT, Pool).
• Collaborate with production on individual loan scenarios; assist in assigning proper loan program based on established pricing and guidelines.
• Use expertise to solve variance issues escalated by the Marketing Assistant and to respond to escalated inquiries and problems that cannot be solved by more junior teammates.
• Support new hire training and work closely with less experienced teammates.
• Participate in the creation of training materials and job aids, as well as any new rollouts or updates.
• Work to distribute technical knowledge throughout team.
• Review the output of junior level teammates and provide subsequent assessments and recommendations to Management.
• Create templates and models to be used by the rest of the team.
• Provide analysis for and work on special initiatives and projects from Management.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent, bachelor’s degree in finance, Accounting, or Economics preferred, along with at least five years' experience in lock desk related role(s).
• Expert-level knowledge of the mortgage lifecycle required.
• Finance and Accounting skills strongly preferred.
• Passion for delivering excellent customer service.
• Intermediate math skills required.
• Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
• Proficiency with data entry, Microsoft Word, and Excel required.
• Familiar with basic internet searches.
• Professional and pleasant demeanor.
• Ability to meet deadlines while managing multiple tasks simultaneously.
• Excellent verbal and communication skills required.
• Strong attention to detail, with a focus on accuracy.
• Strong analytical and problem-solving skills.
• Ethical, with a commitment to company values.