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Shipping Specialist I at Guild Mortgage Company in San Diego, California

Posted in General Business 30+ days ago.

Type: Full-Time

Job 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.

Position Summary

The Shipping Specialist I plays an important role in the organization by performing a number of activities related to the company’s Shipping functions.  The role is responsible, under general supervision, for ensuring timely shipment of service-released loan files and other supporting documents, and updating and logging all activity on internal systems.

Essential Functions

  • Prepare loan shipment packages, e-shipments, and transfer letters/notices in accordance with instructions and guidelines.

  • Receive hard and soft versions of loan files, save and copy documents as needed, and update systems with pertinent activity.

  • Order documents, request corrections and/or missing documents to ensure compliance with investor requirements.

  • Maintain compliant files and records and ensure files are completed with all required documentation.

  • Receive and maintain records, including original signed 2nd Trust Deed Notes for Bond Program Community Assistance Programs, in secure, fire-safe storage cabinet.

  • Audit files to ensure TRID Documents reflect accurate information related to taxes, hazard insurance, impound and other specific investor requirements.

  • Update systems with accurate shipping and suspense status.

  • Perform other duties as assigned.


  • High school diploma or equivalent experience required, along with two or more years total work experience in roles related to loan shipping or loan funding.

  • Ability to manage multiple priorities; strong detail orientation and highly organized.

  • Works with a strong sense of urgency and responsiveness.

  • Strong verbal and written communication skills.

  • Prior experience using PDF software programs and Microsoft Word, Excel, and PowerPoint.

  • Basic math skills.


  • General supervision of work, depending on experience

  • Generally follows pre-defined processes and guidelines, escalating more complex issues for advice and resolution

  • Apply sound judgment in the execution of core responsibilities

  • Travel: 0%


Physical: Work is primarily sedentary; occasionally walks and/or stands.

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 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.

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