CRM Marketing Specialist

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

About the Company

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 Crains Chicago Business. Learn more at rate.com.

Salary: 50k to 55k

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 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.

Guaranteed 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: https://www.rate.com/careers/open-positions/disclosures.

Applications are being accepted for the next 30 days.