Role Description The Originating Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. The position also provides quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Essential Functions - Origination duties: - Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. - Educate clients on various mortgage products, terms, and options, offering personalized recommendations based on their unique needs. - Assist clients in completing mortgage applications, collecting necessary documentation, and ensuring compliance with lending guidelines. - Develop and maintain positive relationships with all our referral sources to generate prospects for loans. - Build a referral base with lead sources; self-generate new leads and maintain established referral sources and client lists. - Collaborate closely with underwriters, processors, realtors, and lenders to facilitate a seamless loan approval process. - Collect supporting documentation from borrower to include: - 30-day paystubs - 2 years tax returns - Last 2 years W2’s - Award letters, disability, trust income, etc. - LOE for Gaps in jobs - At initial contact with borrower provide needs list and complete application - 2 months bank statements. - Obtain executed disclosures within regulations time frame. - Obtain accurate AUS findings and prepare the Initial Fee Worksheet. - Analyze credit report and financial scenario, determining appropriate loan product(s). - Determine (price) a profitable loan and communicate fees to ops team. - Submit a complete loan package to processing. - Lock in rate. - Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed. If loan out of balance, work with processor & branch manager to request subsidy. - Partners with production support teams to generate sales using company and online marketing resources. Coordinate, create, track and distribute marketing materials. - Deliver exceptional customer service by keeping clients/agents informed during the loan process and addressing all their questions and concerns. - Stay current with industry regulations, lending trends, and changes in mortgage guidelines. - Perform any other reasonable duties required by Guild Mortgage Company or Loan Officer. - Lead to Contract duties: - Assist originator in appointment setting with prospective and new applicants. - Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. - Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). - Send new clients online pre-qualification link on behalf of originator. - Assist the originator with obtaining an accurate and thorough 1003. - Run credit on loans assigned to an originator. - Request status updates from pre-approved clients and referral sources (weekly TBD calls). - Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients. - Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed. - Manage monthly compliance-approved email marketing to realtors. - Contract to Close duties: - Monitor key dates related to loan transactions and respond accordingly. - Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly. - Manage assigned originator's database; tracking active loan(s) and entering data as needed. - Maintain customer contact to ensure follow-up of loan application and answer basic inquiries. - Provide support in the collection and preparation of submitting loan application with supporting documentation to processing. - Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed. - Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s). - Reviewing CD to ensure fees and cash at closing are consistent with commitment to customer. - Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information. Qualifications - High School Diploma or equivalent, required - Minimum two year's experience in Mortgage lending or related field - NMLS required - Ability to manage multiple priorities; strong detail orientation and highly organized. - Works with a strong sense of urgency and responsiveness. - Passionate about delivering excellence in customer service. - Demonstrated patience and professionalism when interacting with both internal and external customers. - Strong verbal and written communication skills. Basic math skills. Requirements - 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. Benefits - Competitive compensation and 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. As a mortgage banking firm, we are 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.

Role Description The Credentialing Assistant is responsible for screening reviewers for required credentialing and background information, including professional sanctions and criminal background information. The position requires coordination between multiple departments at Dane Street to provide support relating to the information, data, and standards involved in reviewer credentialing. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. Qualifications - An Associate’s Degree or Bachelor’s Degree is preferred. - Credentialing experience in a healthcare or insurance setting preferred. - Knowledge of URAC and relevant State and Federal guidelines. - Excellent communication skills as well as understanding of medical terminology. - Critical thinking, ability to manage time efficiently and to meet specific deadlines. - Computer literacy and typing skills required. Requirements - Initial Credentialing: - Enters reviewer application data. - Performs online searches of reviewers. - Conducts primary source verification of reviewer board certifications, licenses, background checks, and malpractice checks. - Uploads documents to the electronic reviewer file. - Produces Judgments page to include comments from the Medical Director. - Applies client Do Not Use status as required. - Communicates the application status with the Operations team, including when an application is denied by the Medical Director. - Recredentialing of Reviewers: - Sends applications to reviewers. - Conducts prime source verification of board certifications, licenses, and malpractice checks. - Performs online searches of reviewers. - Refers reviewers with “red flags” to the Medical Director for review. - Indicates Do Not Use status and Medical Reviewer comments in Judgments document. - Updating Expired Licenses, Board Certifications, and Workers’ Compensation Registration: - Reviews licenses, certifications, and registrations for expiration status. - Exclusions, Preclusions, Background and Sanction Checks: - Creates and receives sanctions check clearinghouse reports and searches for each sanction identified. - Finds supporting documentation, including court documents or National Practitioner Data Bank reporting. - Sends information to the Medical Director for review. - Reactivating, Deactivating, Do Not Use, Reviewer Contact Data and W9 Requests: - Obtains W-9 documents in response to address changes. - Clones profiles in the event of a fundamental identifying data change. - Removes reviewers from the panel based on client or Operations department requests. - Editing Fee Schedules: - Performs data entry of new fees or updated fees. - Obtains new fee agreements as appropriate. - Participation on the Quality Management Committee: - Participates in the Quality Management Committee meetings, which is required by URAC but incorporates Dane Street quality improvement functions. - Participation includes requested follow up activities. - Assist Dane Street Team Members with Credentialing Content: - Provides credentialing related advice to leadership and for contracting and Operations functions. - Other duties & special projects, as assigned and based on business needs. Benefits - Comprehensive benefits package designed to support your well-being and peace of mind. - Medical, dental, and vision coverage for you and your family. - Voluntary life insurance options for you, your spouse, and your children. - Other voluntary benefits including hospital indemnity, critical illness, accident indemnity, and pet insurance plans. - Basic life insurance, short-term disability, and long-term disability coverage at no cost. - Generous paid time off policy. - 401k plan with a company match. - Apple equipment and a media stipend for remote workspace.

Role Description The Production Assistant is responsible for providing support for assigned sales professionals and their respective broker client populations throughout the entirety of the loan manufacturing process. - Assist AE or team in daily sales and customer service activity - Conduct regular reviews of account performance and trending with AE’s - Provide customer service and be responsive to accounts emailing and calling for questions - Provide marketing support to increase engagement with current accounts and prospects - Ability to price and structure loans for customers - Work with operations and credit to maintain updates on files in manufacturing - Track and communicate status of loans when at various help desk Qualifications - Bachelor’s degree in Business, Education, or a related field, highly desired. - Minimum of 2 years of experience in the mortgage industry, with a focus on operations. - Encompass LOS experience, required - Previous experience in Mortgage Banking, Sales Operations or Financial Services is a plus - Prior experience in financial / data analysis preferred. - Deep understanding and strong knowledge of all aspects of mortgage operations, including loan processing, underwriting, and closing. - Excellent verbal and written communication skills - Possess the utmost professionalism and ability to communicate with people at all levels. - Strong analytical and problem-solving skills and proficiency with data analysis tools such as MS Excel, SQL, strongly preferred - Detail-oriented with demonstrated ability to multi-task with changing priorities and thrive within a fast-paced, ever-changing environment with little supervision. - Proactive, solutions-focused attitude - Ability to work independently and as part of a team. Benefits - Competitive base salary - Excellent choice of medical plans, eligible Day 1 - Outstanding 401k with company match, eligible Day 1 - Entrepreneurial, growth-oriented, collaborative culture - Professional growth opportunities within the Company

Executive Assistant Airmont, NY Full Time Mid Level Role Summary Our client is looking for a highly organized, execution-driven Executive Assistant to act as the right hand to senior leadership. This is not a traditional EA role. You will be responsible for ensuring that priorities move forward, follow-ups are completed, reporting is accurate, and nothing falls through the cracks across operations, sales, and partner relationships. If your strength is scheduling meetings and waiting for direction, this role is not for you. If you naturally take ownership, chase outcomes, and bring structure to chaos, you will thrive here. Location: Airmont, NY Reports To: CEO Employment Type: Full-Time Schedule: Onsite/Hybrid Salary Range: $75,000 - $85,000 USD/Annually Core Responsibilities - Own and track all follow-ups from meetings until completion - Proactively follow up with internal teams, brokers, and partners for updates - Ensure nothing gets “stuck” or forgotten - Maintain and update recurring reports (commissions, pipeline, activity tracking) - Identify discrepancies and flag issues proactively - Ensure leadership always has accurate, up-to-date data - Prepare agendas, materials, and context for key meetings - Capture action items and ensure accountability post-meeting - Coordinate across internal and external stakeholders - Support onboarding of new partners - Track applications, submissions, and progress - Assist in maintaining strong communication flow across relationships - Help streamline processes and reduce inefficiencies - Assist with internal alignment (sales, ops, leadership) - Step in wherever execution gaps exist Qualifications - Follow-through with a proven ability to drive tasks and projects through to completion - Strong sense of ownership and accountability across all areas of responsibility - Exceptional attention to detail, ensuring high standards of accuracy and quality - Highly organized and structured thinker, able to bring clarity to complex situations - Tech-savvy with experience leveraging AI and automation tools to improve efficiency, streamline workflows, and enhance operational processes - Proficiency in platforms and systems including AI tools, Constant Contact, Asana, Microsoft Office Suite, and industry-specific software such as SmartOffice - Experience supporting marketing campaigns, promotional initiatives, and live or virtual events through content coordination, logistics, audience engagement, and execution - Strong organizational, communication, and project coordination skills, with the ability to manage multiple priorities, support timelines, and keep initiatives moving efficiently in fast-paced environments Experience: - 2–5+ years in operations, EA, or coordination role with ownership - Experience managing tasks, reporting, or workflows - Strong with tools (Excel/Sheets, CRM, task managers) Compensation The published salary range is used as a guide to provide prospective candidates with a level of compensation that is competitive with today’s market. The salary range for this position is a good faith estimate that allows for flexibility to align with various levels of experience, education, and performance.