Internal Product Sales Representative jobs in United States
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Guild Mortgage · 1 week ago

Internal Product Sales Representative

Guild Mortgage Company is a mortgage banking firm dedicated to providing affordable home financing since 1960. The Internal Product Sales Representative plays a crucial role in driving mortgage production by offering loan structuring, product guidance, and training to field teams while also managing relationships and gathering market intelligence.

Consumer LendingLendingMortgageReal Estate

Responsibilities

Respond immediately to loan scenario requests from Loan Officers to help structure deals accurately and competitively
Analyze brokered loan activity to identify opportunities for retail retention or conversion to in-house programs
Provide direct, scenario-specific guidance on eligibility, pricing, and loan structure to accelerate decision-making
Maintain an active pipeline of opportunities and monitor account activity to increase retail volume and market share
Develop and deliver training (onsite and virtual) tailored to each market’s product mix and experience level
Educate Loan Officers and branch staff on Conventional, Government, Jumbo, and Non-QM products
Collaborate with marketing and branch leaders to organize product trainings, promotional sessions, and events that drive engagement
Build and maintain relationships with branch and regional leadership to stay aligned on production goals
Gather feedback from the field on competitive trends, pricing challenges, and borrower needs; share actionable insights with Product Strategy
Recommend product or guideline enhancements to drive incremental retail volume
Prepare and deliver reports summarizing account activity, training effectiveness, and loan submission trends
Develop and manage relationships with internal sales teams and external partners to grow origination volume
Conduct regular outreach to maintain satisfaction and retention among retail branches and referral partners
Communicate Guild’s value proposition clearly, reinforcing the advantages of keeping business in-house
Support new branch openings and expansion efforts by providing product training and scenario assistance
Response time and accuracy on scenario support
Broker-to-retail loan conversion rate
Number and quality of training sessions per month
Volume and activity growth within assigned markets
Adoption rate of new products or guideline changes
Sales partner satisfaction and engagement
Quality of field insights and actionable feedback shared with Product Strategy

Qualification

Loan structuringProduct knowledgeTraining skillsAnalytical skillsCRM toolsTeam developmentCustomer serviceCommunication skillsOrganizational skillsDetail-orientedNegotiation skills

Required

Bachelors Degree directly related to the position or equivalent, required
Minimum five years' experience in a similar role, mortgage origination, underwriting, or product management
Strong analytical and problem-solving skills in loan structuring and credit analysis
Deep understanding of Conventional, Government, Jumbo, and Non-QM products
Experience working directly with Loan Officers and branch teams to structure loans
Proven presentation and training skills, both virtual and in-person
Regular use of CRM tools, LOS systems, and pipeline reporting
Excellent communication and writing skills; able to simplify complex product guidelines
Strong verbal and written communication skills; able to communicate within all levels of the organization
Organized, accountable, and quick to respond to field needs
Collaborative and confident working across functions and leadership levels
Proficient in Microsoft Office and collaboration platforms
Self-motivated, with a strong attention to detail and accuracy
Ability to meet deadlines while managing multiple tasks simultaneously
Ability to work in fast-paced environments
Ability to negotiate and facilitate work across other departments
Ethical, with a commitment to company values
Minimal to limited supervision required, depending on experience
High-level of independent judgment and decision making
Ability to develop a team atmosphere, including mentoring team members
Use sound judgment in executing core job responsibilities and in assigning work
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

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.

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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Company data provided by crunchbase