Note: The job is a remote job and is open to candidates in USA. Guild Mortgage Company is a mortgage banking firm dedicated to serving homeowners and buyers. They are seeking a highly motivated Community Lending Program Analyst to support national Community Lending initiatives through program analytics, event coordination, and collaboration with various teams to ensure impactful community outreach.
Responsibilities
- 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
Skills
- 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)
- 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
- 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
- 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
- Bachelor's Degree directly related to the position or equivalent, preferred
- CAPM (Certified Associate in Project Management) certification preferred
- 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
- Experience in the mortgage lending or financial services industry is a plus
Benefits
- 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.
Company Overview