Community Lending Analyst

This is a fully remote position, open to applicants in California.

📋 Description

• Design, maintain, and automate ROI dashboards to evaluate event performance, leads, pre-qualifications, conversions, partner impact, and DPA utilization.

• Gather and analyze event data utilizing Salesforce, Power BI, Tableau, or similar tools/platforms.

• Generate monthly and quarterly performance reports.

• Develop and enhance workflows to capture event leads and integrate them into Salesforce and other CRM systems.

• Monitor program metrics such as registration-to-attendance ratios, lead-to-loan conversion rates, and community impact indicators.

• Oversee partner engagement, post-event surveys, and NPS feedback.

• Assist in the planning, logistics, and execution of Homebuyer Readiness Fairs, Ready, Set, Own events, and similar initiatives across various 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 manage event calendars and oversee the distribution of turnkey event kits.

• Build and sustain 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 ensure 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 experience is preferred.

• Bachelor's Degree in Finance, Economics, Data Analytics, or a related field is ideal.

• At least four years of experience in analytics, marketing, community outreach, or event coordination.

• CAPM (Certified Associate in Project Management) certification is preferred.

• Strong interpersonal and customer service skills are essential.

• Ability to organize and manage multiple priorities at once.

• Excellent interpersonal communication skills are required.

• Ability to work effectively both independently and within a team.

• Must handle confidential information with discretion.

• A passion for affordable housing strategies, financial literacy, and community impact is essential.

• Proficiency in Salesforce CRM and Microsoft Office Suite (Excel, PowerPoint, Outlook) is required.

• Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms is strongly preferred.

• Previous experience in coordinating events, managing vendors, or collaborating with nonprofits is highly desirable.

• Proven track record in data analysis, community engagement, and partnership management.

• Strong analytical skills with expertise in data analysis tools and software.

• Experience in the mortgage lending or financial services sector is an advantage.

• Ability to juggle multiple projects simultaneously and meet deadlines.

• Capability to manage change effectively.

• Excellent verbal and written communication skills are a must.

• Highly organized and detail-oriented; must thrive in a fast-paced, metrics-driven environment.

• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications is required.

• Work is primarily sedentary; requires mobility in an office setting.

• Ability to operate standard office equipment and keyboards.

• May be required to work evenings, weekends, or be on-call as part of the job responsibilities.

🏝️ 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%.