Construction Origination Coach

Construction Origination Coach Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/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. Position Summary The Construction Origination Coach is a coaching-focused role dedicated to elevating the skill set, confidence, and performance of OTC-certified Loan Officers (LOs) and Loan Officer Assistants (LOAs). This position emphasizes training LOs on proper up-front loan structuring, documentation accuracy, and program requirements, with the goal of significantly improving submission quality before loans enter the OTC pipeline. The Coach serves as a subject matter expert and hands-on trainer, helping LOs understand how to structure construction loans correctly rather than completing the work on their behalf. After submission, the loan remains the responsibility of the LO; the Coach's role is to equip the LO with the knowledge and tools to get the file right the first time. Essential Functions Training & Coaching for Quality Improvement Deliver ongoing training and individualized coaching to LOs and LOAs on OTC guidelines, file structure, and documentation best practices. Partner with LOs during early loan discussions to teach proper structuring techniques and reinforce standard processes. Identify recurring gaps in LO knowledge and proactively develop training plans to improve quality and reduce submission defects. Promote a culture of continuous learning, accountability, and high-quality loan preparation. Builder Acceptance Coaching Teach LOs how to evaluate and obtain complete Builder Acceptance packages. Provide guidance on required builder credentials and how to identify incomplete or inaccurate submissions. Up-Front Loan Structure Support Support LOs by demonstrating how to properly structure new construction loans based on borrower needs and builder documentation. Help LOs understand key risk indicators and best practices, empowering them to independently manage future files. Construction Documentation Review & Training Review construction documentation with LOs—contracts, plans/specs, cost breakdowns, invoices, disbursement schedules—to teach them what "right" looks like. Model best-practice file review techniques that LOs can apply to their own future submissions. Loan Hub & File Setup Validation Guide LOs in setting up pre-qualification files accurately in Loan Hub. Teach LOs how to align loan data with construction documents, review credit/income/assets, and run AUS correctly. Support LOs in organizing documents in DDA using OTC standards and completing the Loan Submission Checklist with accuracy. Collaboration & Program Improvement Partner with the OTC team to identify trends, process gaps, and LO training needs. Contribute feedback to improve training materials, job aids, and overall submission quality across the organization. Qualifications Education Level : Bachelor's Degree directly related to the position or equivalent, preferred Experience: Minimum five years' experience with working knowledge of secondary market guidelines and construction lending preferred Additional Qualifications: Strong knowledge of construction lending and OTC programs. Proven ability to coach, train, and develop others. Exceptional attention to detail and ability to communicate complex requirements clearly. Strong problem-solving skills and ability to help others improve their processes. Experience with Loan Hub, DDA, and loan documentation review preferred. Company Required Skills: 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: Customer Service - Proactive attention to each person Integrity - Do and say what's right Respect - Treat others with dignity Collaboration - Listen and work together Learning - Seek knowledge and strive for improvement Excellence – Deliver the unexpected Physical Demands Physical Demands: Mobility in an office and may occasionally meet with customers or business partners outside of the office. Audio/Visual: 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. Environmental: Office environment – moderate noise, no substantial exposure to adverse environmental conditions. Travel: 5% or less Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. Schedules: Work is primarily performed during the business week, Monday - Friday Authority Level Job Scope: Assists in a variety of duties at the direction of more senior staff and contributes as a team member and resource to others in the unit. Complexity: General precedents may exist for most problems; conducts research/analysis to identify the appropriate approach; works with others to confirm findings. Impact: Decisions and actions impact the effectiveness of own team and closely related teams. Interaction/Supervision: Work is monitored under general supervision of supervisor and by following established, specific procedures described by supervisor; May act as a mentor/guide to less experienced support staff including selection, training, and evaluation; may coordinate work of support staff involved in a special project; no formal authority. Direct Reports: None Indirect Reports: None 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. Guild Mortgage Company is an Equal Opportunity Employer. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location. This position offers eligibility for incentive compensation. Guild Mortgage