Sales Systems Analyst

4 weeks ago

San Diego, California, United States Guild Mortgage Company Full time
Job Summary

We are seeking a highly skilled Sales Systems Analyst to join our team at Guild Mortgage Company. As a key member of our Retail Sales Division, you will play a critical role in providing system support, user administration, and configuration of our sales systems.

Key Responsibilities
  • Develop and implement configuration settings for custom workflow and reporting on sales systems.
  • Manage the Retail Escalations desk ticket queue and ensure timely resolution of issues.
  • Test reported defects and provide feedback to Business Analysts to ensure accurate representation for defect documentation and resolution.
  • Troubleshoot user interface issues and resolve them as appropriate.
  • Collaborate with Business Analysts and Business Process Consultants to develop new enhancements for the sales systems.
  • Escalate system outages and bugs to sales training and communication teams to ensure timely notification to the field.
  • Provide feedback to Sales Training team on potential training opportunities and assist in developing training materials.
  • Perform quality control of operational details of Retail Sales platforms.
  • Collect user suggestions through the Retail Suggestions desk ticket queue and add validated feedback to the product management ideas board for future system enhancement consideration.
  • Validate information captured in sales systems and process improvements.
  • Implement effective user acceptance testing strategies to assess final programming changes for documented defects.
Requirements
  • Bachelor's degree or equivalent in computer, business, or related field, along with a minimum of three years' experience in a related role.
  • At least three years of experience in the mortgage industry, preferably with origination, and knowledge of loan qualifying criteria and calculations, AUS, fee quoting processes, and compliance requirements.
  • Knowledge of software testing procedures, user scenarios, and bug reporting/validation.
  • Good understanding of technical equipment and software packages.
  • Experience with usability and/or training on human-computer interactions and workflow best practices, preferred.
  • Independent, self-starter with the ability to learn/adapt to new technologies and techniques.
  • Ability to organize and manage multiple priorities simultaneously in a fast-paced, deadline-driven environment.
  • Excellent verbal and communication skills required.
  • Passionate about delivering excellence in customer service within a team environment and working well with geographically dispersed teams.
Supervision
  • Intermittent to low supervision required, depending on experience.
  • Apply sound judgment in execution of core job responsibilities.
  • Travel: 0%.
Requirements

Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Frequent use of computer keyboard and mouse.

Audio/Visual: 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.

Environmental: Office environment – no substantial exposure to adverse environmental conditions.

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

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