We’re Growing – Join Our Mortgage Team I’m looking for an exceptional Loan Officer Assistant to join my team. This is not just another support role. This is an opportunity to step into a high-performance mortgage environment where you’ll play a key role in helping families achieve homeownership while building your own career in the industry. The ideal candidate: • Has 2+ years of mortgage originating experience • Understands the loan application and documentation process • Thrives in a fast-paced, team-oriented environment • Is organized, proactive, and passionate about helping clients win Loan Officer Assistants play a critical role in the mortgage process—helping review applications, gather documentation, communicate with clients, and ensure loans move efficiently from application to closing. If you’re someone who wants to grow, learn, and be part of building something special, I’d love to connect. Responsibilities: Lead to Contract duties: • Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. • Assist the 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. • Set and confirm appointments for the originator and manage the calendar. • Provide administrative support, managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients the online pre-qualification link on behalf of the originator. • Assist the originator with obtaining an accurate and thorough 1003. • Analyze customers’ credit and financial scenarios and determine appropriate loan product(s). • Run credit on loans assigned to an originator • Run AUS findings and prepare the Initial Fee Worksheet. • Pull and prep web applications and other duties, including updating credit reports and AUS findings. • Request status updates from pre-approved clients and referral sources (weekly TBD calls). • Keep up to date with company-approved programs and software systems; implement and execute new systems for the team and clients. • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed. • Manage monthly compliance-approved email marketing to realtors. Additional common duties: • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies. • Pricing loans in accordance with the Guild’s policies and communicating fees to the operations team. • Quoting rates and making commitments regarding locking in to the customer. • Maintain referral source relationships through quick response time and excellent customer service. • Prepare and send thank-you cards to referral sources and new clients. • Collect supporting documentation from the customer, gathering necessary documentation for pre-approval. • Act as a point of contact for the customer and referral source, keeping them informed throughout the process. • Discuss product features with the customer. • Perform other duties as assigned. • Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third-party) employment, income, deposit, mortgage, or rental verifications under any circumstances. Qualifications: • Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. • Preferred degree in banking or finance, and a high school diploma or equivalent is required • Although not required, having an NMLS license or training is preferred • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients • 2-3 years of professional office environment and administration or mortgage experience preferred Compensation: $40,000 +

• Lead to Contract duties: • Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. • Assist the 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. • Set and confirm appointments for the originator and manage the calendar. • Provide administrative support, managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients the online pre-qualification link on behalf of the originator. • Assist the originator with obtaining an accurate and thorough 1003. • Analyze customers’ credit and financial scenarios and determine appropriate loan product(s). • Run credit on loans assigned to an originator • Run AUS findings and prepare the Initial Fee Worksheet. • Pull and prep web applications and other duties, including updating credit reports and AUS findings. • Request status updates from pre-approved clients and referral sources (weekly TBD calls). • Keep up to date with company-approved programs and software systems; implement and execute new systems for the team and clients. • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed. • Manage monthly compliance-approved email marketing to realtors.Additional common duties: • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies. • Pricing loans in accordance with the Guild’s policies and communicating fees to the operations team. • Quoting rates and making commitments regarding locking in to the customer. • Maintain referral source relationships through quick response time and excellent customer service. • Prepare and send thank-you cards to referral sources and new clients. • Collect supporting documentation from the customer, gathering necessary documentation for pre-approval. • Act as a point of contact for the customer and referral source, keeping them informed throughout the process. • Discuss product features with the customer. • Perform other duties as assigned. • Per GUILD company policy and in accordance with investor underwriting guidelines, this role is prohibited from submitting documents to underwriting and ordering written (non-third-party) employment, income, deposit, mortgage, or rental verifications under any circumstances.