Corporate Initiatives Analyst
Job Description:
• Maintain and enhance the lead model for Guild’s servicing portfolio.
• Maintain and enhance lead generation efforts to support portfolio retention efforts.
• Perform qualitative and quantitative analysis on an individual level.
• 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 for 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.
• Support in the execution of backlogged corporate projects across all platform stacks.
• Support the streamlining and improving of processes to support corporate initiatives.
Requirements:
• Associates Degree in Business, Finance, Statistics, Accounting, Economics, or directly related field to the position or equivalent, preferred.
• Minimum five years' experience directly related experience required.
• Advanced- Expert level Excel skills required.
• Experience with SQL required.
• Power BI, preferred.
• VBA experience, preferred.
• Powershell experience, preferred.
• Experience prompting AI, preferred.
• 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.
• Strong attention to detail.
• Ability to research issues and identify solutions to complex problems.
• Excellent verbal and written communication skills 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
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