Corporate Initiatives Analyst jobs in United States
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Guild Mortgage · 7 hours ago

Corporate Initiatives Analyst

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$60K/yr - $90K/yr
date5+ years exp

Guild Mortgage Company, closing loans and opening doors since 1960, is a mortgage banking firm dedicated to providing affordable home financing. The Corporate Initiatives Analyst will support corporate functions by managing projects, reporting, and analyzing marketing campaign effectiveness to align with strategic goals.

Consumer LendingLendingMortgageReal Estate

Responsibilities

Maintain and enhance the lead model for Guild’s servicing portfolio, utilizing, and incorporating large data sets from both internal and external data sources
Maintain and enhance lead generation efforts to support portfolio retention efforts
Perform qualitative and quantitative analysis on an individual level, utilizing all applicable factors, variables, and market information accordingly
Effectively communicate information to management by assembling and summarizing data and preparing reports
Maximize loan portfolio performance in line with the company’s business objectives
Perform ad hoc analysis as required
Formulate forecasts of future economic developments with regards to residential mortgage(s)
Responsible utilizing data from studies/surveys that will inform business decisions and identify opportunities for increased retention
Support other corporate initiatives outside of Portfolio Retention as time permits
Act as SME for Portfolio Retention to interface with other lines of business to support joint projects/initiatives
Create and maintain comprehensive reporting; generally, in an automated/refreshable manner
Deliver presentations to management that reflect findings, analyses, and recommendations decision making
Formulate forecasts of future economic developments with regards to residential mortgage(s)
Responsible for utilizing data from studies/surveys that will inform business decisions and identify opportunities for improved company performance
Support in the execution of backlogged corporate projects across all platform stacks
Support the streamlining and improving of processes to support corporate initiatives

Qualification

Analytic ModelingAdvanced ExcelSQLPower BIVBAPowershellAI PromptingAnalytical skillsResearch skillsCustomer serviceEffective time managementCommunicationAttention to detailOrganizational skills

Required

A combination of education and experience may be considered in lieu of the Bachelor's degree
Minimum five years' experience directly related experience required
Technically and quantitatively oriented and may possess a degree in applied mathematics/statistics
Strong analytical skills and the ability to work with large sets of data
Advanced- Expert level Excel skills required
Experience with SQL required
Ability to adapt to a growing and dynamic environment
Effective time management skills including the ability to prioritize and multi-task
Ability to work independently with the self-motivation to accomplish goals
Ability to manage communication with multiple stakeholders
Strong attention to detail
Ability to research issues and identify solutions to complex problems
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 including Customer Service, Integrity, Respect, Collaboration, Learning, and Excellence

Preferred

Associates Degree in Business, Finance, Statistics, Accounting, Economics, or directly related field to the position or equivalent
Analytic Modeling Focus
Power BI
VBA experience
Powershell experience
Experience prompting AI

Benefits

Medical
Dental
Vision
Life insurance
AD&D
LTD
401(k) with employer match

Company

Guild Mortgage

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Guild Mortgage is a growing mortgage company that offers residential mortgage products as well as local in-house origination and servicing.
dateFounded in 1960
location
San Diego, California, USA
people-size1001-5000 employees
web-link
http://www.guildmortgage.com/

Funding

Current Stage
Public Company
Total Funding
unknown
2025-06-18Acquired
2020-10-21IPO

Leadership Team

M
Michael Lau
President & CEO
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Adam O'Daniel
SVP, Chief Marketing Officer
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Recent News

Morningstar.com
Guild Mortgage Celebrates 392,000+ Families Served, Achieving $100B in Servicing
2025-12-17
MarketScreener
Michael Lau Becomes Chief Executive Officer of Guild Holdings Company
2025-11-29
MarketScreener
Bayview Completes Acquisition of Guild Holdings Company
2025-11-28
Company data provided by crunchbase