Platform Specialist

Remote Jobs; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits

Competitive base salary

Room to grow

Chance to build brand-new department

Job summary

Rate is building something new in the mortgage space, and this Platform Specialist role sits at the center of the recruiting engine. You will engage candidates in real time, guide them through Rate's products and tech, and deliver energetic, on-message conversations that showcase the lender’s advantages.

As a founding member of a brand-new department, you’ll scale communications, train others, and help create a seamless candidate experience across channels while supporting growth in a

Qualifications

• Excellent phone communication with quick rapport building.
• Ability to follow structured scripts while sounding human.
• Able to retain and convey detailed mortgage platform knowledge.
• High energy and availability to respond when candidates are ready.
• Experience in mortgage, financial services, recruiting, or inside sales is a plus.
• High-volume call center experience preferred.

Responsibilities

• Accept live transfers from our call center recruiting team and engage candidates in real time.
• Lead consistent, scripted conversations that bring Rate's platform, tools, and advantages to life.
• Walk candidates through our full suite - products, workflow, technology, and what it means for a VP's business and quality of life.
• Use video and presentation assets to answer questions on the spot.
• Represent Rate's corporate voice on every single call - with energy, clarity, and consistency.

Skills

Phone skills

Scripted talks

Product knowledge

Energy & availability

Mortgage background

Job description

Job Description

Rate is building something new - and this role is at the center of it! We created the Platform Specialist role to solve one of the biggest drop-off points in our recruiting pipeline: the gap between a warm candidate and a real conversation with someone who can close them. No more scheduling delays. No more candidates going cold. Just live, seamless connections when it matters most.

What You'll Do

• Accept live transfers from our call center recruiting team and engage candidates in real time
• Lead consistent, scripted conversations that bring Rate's platform, tools, and advantages to life
• Walk candidates through our full suite - products, workflow, technology, and what it means for a VP's business and quality of life
• Use video and presentation assets to answer questions on the spot
• Represent Rate's corporate voice on every single call - with energy, clarity, and consistency

Why This Role Is Different

• Salaried, stable, no commission dependency
• Consistent messaging owned at the corporate level
• Real ability to scale and adapt as the market shifts
• Founding member of a brand-new department

What We're Looking For

• Strong phone communicator who builds rapport fast
• Comfortable with structured scripts while still sounding human
• Able to retain and deliver detailed product/platform knowledge
• High energy and high availability - you're ready when candidates are
• Background in mortgage, financial services, recruiting, or inside sales a plus
• High-volume call or contact center experience preferred

What You'll Get

• Competitive base salary
• Full benefits
• Clear role with strong internal support and room to grow
• A chance to help build something from the ground up at one of the country's top mortgage lenders

About Rate: We're one of the largest retail mortgage lenders in the nation - known for cutting-edge technology, a people-first culture, and a commitment to helping loan officers build exceptional businesses. We're growing fast, and we're building the infrastructure to do it right.

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; wellness resources).

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.