Guild Mortgage · 1 day ago
Assumptions Manager
San Diego, CA
Full-time
Onsite
Senior Level
$71K/yr - $96K/yr
7+ years expGuild Mortgage Company is a mortgage banking firm dedicated to providing affordable home financing. The Assumptions Manager will monitor the pipeline and metrics for all assumptions, ensuring quality and timely processing while coaching the Assumptions Specialists and ensuring compliance with standards.
Consumer LendingLendingMortgageReal Estate
Responsibilities
Monitors overall pipeline and metrics for team, adjust workloads as needed to ensure productivity objectives and customer service levels are met
Provide training, guidance and coaching to Assumptions Specialists on pipeline management, internal and external customer service, policies and procedures, products, systems, required documents and industry changes
Coordinates and manages daily workflow requirements, facilitates communications and leads meetings between pre-application and processing teams, Underwriting and the Closing Departments
Performs pipeline reviews to ensure accuracy, completeness and compliance with Company standards, federal, state and agency regulations, and guidelines
Partners with Management, IT, and business analysts to identify and implement efficiency projects as needed
Performs key role in Internal and External Audits to ensure compliance; respond to and remediate audit findings as needed
Participates in and make recommendations related to staff changes, interviews and selection of new hires, internal promotions, performance evaluations, recognition, employee relations issues, and disciplinary actions
Exhibits sound judgment, ability to think critically, including the ability to evaluate facts and data to draw conclusions, determine the downstream impact of decisions and associated risks
Manages and mitigates escalation issues as needed and follows up to ensure timely resolution
Identify and escalate potential fraud issues
Stays current with federal, state regulations, policies and industry trends
Leads regular meetings for both internal staff and external partners e.g. underwriting and closing
Monitors various reports to identify possible training opportunities
May assist with processing loans when volumes require
Qualification
Required
High School Diploma or equivalent required
Minimum seven years' experience includes progressively responsible positions processing loans (Conventional, FHA, VA, and USDA assumption eligible loans)
Minimum two years supervisory or leadership experience
Strong interpersonal, communication, customer service skills required
Ability to build strong relationships with loan officers, production, underwriting, closing and other internal and external partners
Expert level knowledge of federal, state, and regulatory requirements/guidelines related to assumptions, consumer mortgage lending, and internal processes and controls
Expert level knowledge of valid documentation related to the processing consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.)
Ability to prioritize multiple tasks for self and others in a deadline-driven environment; strong sense of urgency and responsiveness
Highly organized and strong attention to detail
Strong math, verbal and written communication skills required
Prior experience using internal data entry systems, Microsoft Word, Excel and PDF/Document Retention programs
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
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Excellence – Deliver the unexpected
Preferred
College courses/technical training related to Business, Finance/ Accounting, Legal, or related field strongly preferred
Benefits
Medical
Dental
Vision
Life insurance
AD&D
LTD
401(k) with employer match
Company
Guild Mortgage
Guild Mortgage is a growing mortgage company that offers residential mortgage products as well as local in-house origination and servicing.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2025-06-18Acquired
2020-10-21IPO
Leadership Team
M
Michael Lau
President & CEO
Adam O'Daniel
Senior Vice President and Chief Marketing Officer
Recent News
HousingWire.com
2026-01-06
2025-12-17
Company data provided by crunchbase