• Own and manage the CFO’s calendar across multiple Google accounts, ensuring optimal prioritization, scheduling, and time allocation • Triage and manage inbox communications, drafting responses and handling correspondence on behalf of the CFO • Prepare meetings end-to-end: agendas, materials, briefing docs, and ensure follow-ups and action items are executed • Oversee vendor and contract administration across 20+ active vendors, including tracking deliverables and performance • Manage renewal calendars, proactively flagging upcoming deadlines and negotiating timelines where needed • Support exit readiness initiatives, including coordination of documentation and M&A data room preparation • Coordinate with legal teams on contracts, compliance, and documentation workflows • Book and manage complex travel arrangements, including multi-leg and international itineraries • Handle personal and property-related coordination tasks with a high level of discretion and reliability • Build and optimize internal systems using tools like Google Workspace, Slack, Notion, and DocuSign • Leverage AI tools (e.g., Claude, ChatGPT) to streamline workflows, automate tasks, and improve efficiency

• Register, organize and maintain customer contracts • Provide support to internal and external customers, offering assistance and resolving inquiries • Issue, control and update boleto payment slips in the company’s system and financial management platform • Generate and process remittances of boleto payment slips, as well as perform bank return reconciliations • Analyze accounts receivable balances, including monitoring delinquency, identifying doubtful debtors, unrecoverable amounts and controlling customer advances

Role Description The Underwriter III plays an important role in the organization by performing a number of activities related to the company’s retail operations functions. The role is primarily responsible, under intermittent to infrequent supervision, for underwriting conventional, FHA, VA, USDA, new construction, and condominium project loans according to company, secondary market investor, and government agency standards. This includes ensuring all tax, title, insurance, and closing documentation associated with the loan applications are accurate and complete, and approving or denying loan applications based on compliance with underwriting standards and risk management factors. The Underwriter III is considered the “go to” subject matter expert when the Lead/Supervisor/Manager is not available. Essential Functions - Review and evaluate loan documents to ensure accuracy, completeness, and compliance with company standards, federal and agency standards and guidelines, as well as any applicable state-specific and or local regulations, ordinances, etc. - Analyze customer’s loan-to-value ratio, debt-to-income ratio, credit report, application, income and assets, source(s) of down payment funds, and supporting documentation to identify potential fraud or misrepresentation. - Review appraisals to ensure that loans meet secondary market, investor, and company standards. - Work with Loan Processors and Loan Officers on collecting information and documentation necessary to finalize incomplete loan packages. - Determine if additional documentation or information would aid loan decision; request additional documentation or information accordingly. - Provide options and recommendations to borrowers regarding suitable loan programs. - Stay abreast of current regulations and industry trends that affect compliance and decision-making. - Verify that system input is accurate and that company systems match Automated Underwriting System (AUS). - Use expertise to answer questions and resolve escalated issues from junior-level teammates. - Perform other duties as assigned. Qualifications - High school diploma or equivalent required; college courses/technical training related to Business, Finance/Accounting, Legal, or related field is preferred. - Five or more years underwriting conventional, FHA, VA, or Bond Program loans, and/or five or more years experience underwriting jumbo, or permanent/one-time close loans. - Direct Endorsement (DE) certification required; must have current certification(s) for any assigned region with state-specific requirements to originate/supervise loans, along with endorsements including Direct, VA, Auto and SAR. - Expert-level knowledge of overall mortgage lending processes, including underwriting, funding, and loan processing. - 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.). - Expert-level knowledge of underwriting and regulatory requirements; detailed knowledge of federal, state, and regulatory requirements/guidelines related to consumer mortgage lending and internal processes and controls. - Ability to think critically, including the ability to evaluate facts and data to draw conclusions, and determine the downstream impact of decisions and associated risks. - Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness. - Intermediate math skills. - Strong verbal and written communication skills. - Strong detail orientation and highly organized. Requirements - Work is primarily sedentary; occasionally walks and/or stands. - Frequent use of computer keyboard and mouse. - Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. - Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. - Office environment – no substantial exposure to adverse environmental conditions. Benefits - Pleasant work environment. - Competitive compensation. - Excellent benefits package including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Company Description Guild Mortgage Company, closing loans and opening doors since 1960, is dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

• Lead the fundraising process alongside the CEO from first meeting through close • Build and manage investor pipeline, outreach, and meeting cadence • Own diligence preparation: financial model, data room, KPI narrative, and investor materials • Support term sheet review and closing execution • Maintain momentum and structure across the fundraising process • Build and own the company’s financial model and operating plan • Define key metrics across revenue, pipeline, unit economics, and margins • Support pricing strategy and long-term financial planning • Own cash flow forecasting, burn management, and runway planning • Establish reporting cadence and financial operating processes • Own investor updates and board-level financial reporting