Marketing Specialist

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com.

Job Profile:

Job Description Summary:

Job Description:

Job Summary:

We are seeking a detail-oriented and customer-focused CRM Support Specialist to join our team. In this role, you will serve as a key point of contact for users of our Total Expert CRM platform, supporting our loan officers, marketing team, and operations staff in maximizing platform effectiveness. Overall, your contributions to the team will enhance the ability for our Loan Officers and branches to be successful and profitable.

Key Responsibilities:

• Own a support request end to end by using all the resources at your disposal.

• Understand when to leverage the team to find solutions, ask questions.

• Troubleshoot issues, responding to inquiries, and resolving user problems in a timely manner.

• Collaborate with manager on pertinent issues.

• Partner with other teams, such as Marketing, Sales, and Design.

• Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment.

• Coordinate use of multiple platforms to resolve issues and assist customers with their needs.

• Identify opportunities for improving CRM usage and effectiveness.

• Interface, build and maintain positive relationships with internal and external customers.

• Implement and enforce company policies regarding data and marketing as applicable to a CRM

Qualifications & Skills:

• 1-2 years of experience in a Customer Service environment.

• Knowledge with CRM platforms – Total Expert would be preferred

• Hands-on involvement with marketing automation, and data management.

• Strong written and verbal communication skills

• Familiarity with mortgage industry workflows, terminology, and compliance standards is preferred

• Excellent problem-solving skills and attention to detail.

• Strong organizational skills.

• Proficient in Microsoft Office.

• A collaborative team player with a proactive attitude and a willingness to learn.

Additional Job Description Summary:

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: Benefit Offerings for Washington State