Mortgage Product Account Manager

Guild Mortgage Company, a mortgage banking firm established in 1960, is dedicated to providing affordable home financing solutions. The Mortgage Product Account Manager plays a crucial role in driving mortgage production by offering expert loan structuring, product guidance, and training, while also enhancing the company's product strategy and market share.

Responsibilities:

• Respond immediately to loan scenario requests from Loan Officers to help structure deals accurately and competitively
• Identify trending questions and feedback from sales, to then submit for program training and/or enhancement
• Analyze loan activity to identify opportunities for retail retention or conversion to in-house programs
• Provide direct, scenario-specific guidance on eligibility, pricing, and loan structure to accelerate decision-making
• Maintain an active pipeline of opportunities and monitor account activity to increase retail volume and market share
• Develop and deliver training (onsite and virtual) tailored to each market’s product mix and experience level
• Educate Loan Officers and branch staff on Conventional, Government, Jumbo, and Non-QM products
• Collaborate with marketing and branch leaders to organize product trainings, promotional sessions, and events that drive engagement
• Gather feedback from the field on competitive intel and trends, pricing challenges, and borrower needs; identify gaps and share actionable insights with Product Strategy
• Recommend product or guideline enhancements to drive incremental retail volume
• Develop and manage relationships with internal sales teams to grow origination volume
• Conduct regular outreach to maintain satisfaction and retention among retail branches and referral partners
• Communicate Guild’s value proposition clearly, reinforcing the advantages of keeping business in-house
• Support new branch openings and expansion efforts by providing product training and scenario assistance
• Response time and accuracy on scenario support
• Broker-to-retail loan conversion rate
• Number and quality of training sessions per month
• Volume and activity growth within assigned markets
• Adoption rate of new products or guideline changes
• Sales partner satisfaction and engagement

Requirements:

• Bachelors Degree directly related to the position or equivalent, required
• Minimum ten years' experience in a similar role, mortgage origination, underwriting, or product management
• Strong analytical and problem-solving skills in loan structuring and credit analysis
• Deep understanding of Conventional, Government, Jumbo, and Non-QM products
• Experience working directly with Loan Officers and branch teams to structure loans
• Proven presentation and training skills, both virtual and in-person
• Regular use of CRM tools, LOS systems, and pipeline reporting
• Excellent communication and writing skills; able to simplify complex product guidelines
• Strong verbal and written communication skills; able to communicate within all levels of the organization
• Organized, accountable, and quick to respond to field needs
• Collaborative and confident working across functions and leadership levels
• Proficient in Microsoft Office and collaboration platforms
• Self-motivated, with a strong attention to detail and accuracy
• Ability to meet deadlines while managing multiple tasks simultaneously
• Ability to work in fast-paced environments
• Ability to negotiate and facilitate work across other departments
• Ethical, with a commitment to company values
• Minimal to limited supervision required, depending on experience
• High-level of independent judgment and decision making
• Ability to develop a team atmosphere, including mentoring team members
• Use sound judgment in executing core job responsibilities and in assigning work
• 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