CRM Marketing Pro - Data-Driven & Cross-Team

Rate; Chicago (IL); On-site; USD 50,000 - 55,000; Full time

Job summary

Rate, a leading Chicago-based mortgage lender, seeks a proactive customer service professional to own end-to-end support requests and collaborate across Marketing, Sales, and Design teams. You will leverage CRM systems, marketing automation, and data management to resolve inquiries quickly while upholding compliance standards.

The role emphasizes strong communication, organizational skills, and the ability to adapt in a high-volume environment.

Qualifications

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

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

Skills

CRM platforms

Total Expert

Marketing automation

Data management

Microsoft Office

Communication

Mortgage industry knowledge

Team collaboration

Job description

Rate, a leading Chicago-based mortgage lender, seeks a proactive customer service professional to own end-to-end support requests and collaborate across Marketing, Sales, and Design teams. You will leverage CRM systems, marketing automation, and data management to resolve inquiries quickly while upholding compliance standards.

The role emphasizes strong communication, organizational skills, and the ability to adapt in a high-volume environment.