Job Details

Lead to Contract duties: Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. Provide administrative support managing various client databases (lead tracker, My. Circle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator. Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates. Set and confirm appointments for the originator and manage calendar. Prepare and send thank you cards to referral sources and new clients. Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild's SAFE Act and Consumer Privacy/ Safeguarding in Information policies. Run credit on loans assigned to an originator. Request status updates from pre-approved clients ...Coordinator, Transaction, Business Services, Support, Customer