Marketing & Relationship Manager

Job Description

Job Description

The Bryan Schmidt Group at Preferred Rate is a high-performing mortgage team based in Chicagoland. Our business is built on relationships, referrals, and trust — not gimmicks or rate-chasing.

Our goal is simple but demanding:

• Convert 2% of our database into closed referrals or repeat business every month
• Build and support 40 high-quality real estate agent partners
• Turn every closed loan into at least one referral and one new relationship

We are looking for a sharp, organized, execution-obsessed professional to run our marketing and relationship engine.

This role is responsible for executing, organizing, and optimizing all database marketing, referral partner communication, and content delivery — so nothing slips, nothing gets stale, and everything stays compliant.

You are not the face of the brand — you are the engine behind it.

$58,000 - $65,000 yearly

Weekly Content & Communication Execution

• Manage and distribute weekly mortgage market content (news, insights, emails, video scripts)

Prepare and deploy:

• Weekly value-based emails, Social media content ideas, Video scripts (past clients + real estate agents)

Ensure all content is:

• Respectful, concise, professional, and helpful, fully compliant with state mortgage regulations and the Fair Housing Act, Referral-focused and direct-response driven

Database & CRM Management

Maintain clean, accurate CRM data, including:

• Contact info, Social media profiles, Tags/segments (past clients, COIs, agents, leads, pre-approvals)
• Track and organize: Deals in process, Pre-approvals, Active leads, Past referral partners, New and prospective agent partners
• Ensure proper segmentation so the right message goes to the right audience

Referral & Relationship Marketing Support

• Support quarterly calls, annual reviews, and ongoing outreach campaigns
• Coordinate referral follow-ups after closings
• Assist with: Client appreciation initiatives, Educational events or classes, Agent partner engagement campaigns
• Track referral sources and outcomes to ensure accountability

Process, Systems & Automation

• Own the execution calendar — nothing is “remembered,” everything is scheduled
• Help refine workflows so marketing runs consistently and automatically
• Coordinate with Bryan to improve systems, messaging, and timing
• Flag bottlenecks, missed opportunities, or engagement drop-offs

You will thrive in this role if you:

• Love organization, systems, and execution
• Enjoy working closely with a high-performing loan officer
• Prefer being behind the scenes rather than presenting or selling
• Are proactive, detail-oriented, and reliable
• Take pride in making complex systems feel simple and smooth

Required Skills & Experience

• Experience in marketing, operations, or CRM management (mortgage or real estate a plus)
• Strong written communication skills
• Comfortable working with CRMs, email platforms, and social tools
• Close attention to detail and follow-through
• Ability to manage recurring deadlines without reminders

We’re not the kind of mortgage company that looks for the easiest files — we’re the team people call when other lenders can’t get the job done.

We love helping clients who have been told “no” elsewhere and finding solutions that truly change lives. Whether it’s a first-time homebuyer, someone rebuilding financially, or a client with a complicated situation, we believe everyone deserves someone in their corner who genuinely cares and works hard for them.

Our team is built around problem-solving, relationships, and delivering an exceptional experience for every client and referral partner. We work hard, move fast, and take pride in helping people achieve goals they didn’t think were possible. We don’t do “volume at all costs.”

We do relationships, precision, and long-term referrals .

Every file represents a family making a life decision. We take that seriously — and we expect you to as well.

If you want a role where your work directly impacts closings, referrals, and growth — this is it.