Responsibilities

• Program Analytics & Reporting (40%), Event Initiative Planning & Coordination (40%), Sales Enablement & Partner Support (20%).
• Develop, maintain, and automate ROI dashboards to measure event performance (leads, pre-qualifications, conversions, partner impact, DPA usage).
• Collect and analyze event data using Salesforce, Power BI, Tableau, or similar tools/platforms to produce monthly/quarterly performance reports.
• Create and refine workflows to capture event leads and integrate them into Salesforce and other CRM systems.
• Track program metrics, including registration-to-attendance ratios, lead-to-loan conversion, and community impact indicators.
• Monitor partner engagement, post-event surveys, and NPS feedback to measure satisfaction and long-term outcomes.
• Support planning, logistics, and execution of Homebuyer Readiness Fairs, Ready, Set, Own events, and similar initiatives across multiple markets.
• Identify and secure venues; coordinate A/V, onsite staffing, materials, signage, and event-day operations.
• Collaborate with regional Sales teams, Loan Officers, and branches to maintain event calendars and manage distribution of turnkey event kits.
• Build and maintain relationships with nonprofit organizations, HUD-approved counseling agencies, and community sponsors.

Requirements

• Bachelor's Degree directly related to the position or equivalent, preferred.
• Bachelor's Degree in Finance, Economics, Data Analytics, or a related field.
• Minimum four years experience in analytics, marketing, community outreach, or event coordination (mortgage, housing, or financial services preferred).
• Strong interpersonal and customer service skills.
• Ability to organize and manage multiple priorities simultaneously.
• Excellent interpersonal communication skills required.
• Ability to work well independently or within a team.
• Must be able to handle confidential matters with discretion.
• Creative problem-solver who thrives in a mission-driven environment.
• Passion for affordable housing strategies, financial literacy, and community impact.

Preferred

• CAPM (Certified Associate in Project Management) certification preferred.
• Prior experience coordinating events, managing vendors, or working with nonprofits is highly desirable.
• Experience with Airtable, Smartsheet, Power BI, Tableau, or similar analytics platforms strongly preferred.

Benefits

• Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.