Business Development Coordinator

• 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 MyCircle CRM 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 MyCircle; 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.

• High school diploma or equivalent preferred, along with a minimum of one-year total experience in Mortgage lending related role.
• 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.
• Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
• Ethical, with a commitment to company values.

• No direct or indirect reports.
• Apply sound judgment in execution of core job responsibilities.
• Travel: 0%

• Physical: Work is primarily sedentary; general office mobility.
• Manual Dexterity: Frequent use of computer keyboard and mouse.
• 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.
• Environmental: Office environment – no substantial exposure to adverse environmental conditions.

Guild Mortgage