Mortgage Business Development Assistant — Real Estate Partnerships

Rate; San Francisco (CA); On-site; USD 45,000 - 55,000; Full time

Job summary

Rate is seeking a friendly Business Development & Sales Assistant for our San Francisco mortgage team. You’ll be the face of our group, building relationships with local real estate agents, attending broker opens, and helping agents call on clients.

No mortgage experience required—we’ll train you and help you grow into a mortgage career. In this role you’ll learn loan processes, support loan officers, and help with pre-approvals.

Qualifications

• Excellent verbal and written communication skills.
• Ability to build trusted relationships with real estate agents.
• Willingness to learn mortgage basics; no prior mortgage experience required.
• Sales or hospitality or client-facing background preferred.

Responsibilities

• Build genuine relationships with real estate agents throughout San Francisco.
• Attend weekly broker open houses and local real estate events.
• Represent the team in person at events and offices.
• Assist loan officers with new and past clients and loan applications.
• Maintain calendars and support day-to-day team operations.

Skills

Outgoing personality

Relationship building

Communication skills

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Excel

Job description

Rate is seeking a friendly Business Development & Sales Assistant for our San Francisco mortgage team. You’ll be the face of our group, building relationships with local real estate agents, attending broker opens, and helping agents call on clients.

No mortgage experience required—we’ll train you and help you grow into a mortgage career. In this role you’ll learn loan processes, support loan officers, and help with pre-approvals.