Sales Assistant

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 Crain’s Chicago Business. Learn more at rate.com. Job Profile: Sales Support Specialist Job Description Summary: 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 Crain’s Chicago Business. Learn more at rate.com. Business Development & Sales Assistant — Mortgage San Francisco, CA $50,000 Base Salary, Plus Bonus — Uncapped Earning Potential Rate is looking for an outgoing, relationship-driven Business Development & Sales Assistant to join our San Francisco team. You'll be the face of our team with local real estate agents — building relationships, showing up at broker opens, and becoming the person agents call first. No mortgage experience required: we'll teach you the business directly. If you're a natural at meeting people, building trust quickly, and want a real path into a mortgage career, we want to talk to you. The Role The primary function of this role is to build and manage relationships with real estate agents across San Francisco, serving as our team's local face in the real estate community — while learning the mortgage business hands-on from an experienced Loan Officer. What You’ll Do Build genuine, professional relationships with real estate agents throughout San Francisco — this is the heart of the role. Attend weekly Broker Open House Tours and local real estate events to represent our team in person. Proactively visit real estate offices and introduce yourself to build and grow our agent network. Promptly return calls and follow up with borrowers and real estate agent partners. Create and share new listing and open house flyers with our agent partners. Learn to interview borrowers, take loan applications, and understand loan pricing and guidelines — we'll train you. Support our Loan Officers with new and past clients to help lock loans and grow monthly production. Assist with Commitment and Pre-Approval Letters and keep the team organized day to day. Maintain calendars and jump in wherever the team needs support. Who You Are Outgoing and personable — you genuinely enjoy meeting new people and building relationships. Comfortable walking into a room, or a real estate office, and introducing yourself. Competitive and self-motivated, excited about a role with real growth potential into a mortgage career. Exceptional communication skills, written and verbal. Positive, proactive attitude that thrives in a fast-paced, relationship-driven environment. Comfortable with social media and basic marketing content. Sales, hospitality, real estate, or other client-facing experience preferred — mortgage or real estate industry experience is a plus, but not required. Working knowledge of Microsoft Outlook, Word, and Excel. Great Backgrounds for This Role We’ve seen this role go especially well for people coming from real estate, luxury retail, hospitality, fitness/boutique sales, events, or other client-facing sales backgrounds — anyone with a track record of building relationships and closing that trust gap quickly. Mortgage knowledge isn’t the prerequisite; the drive to build relationships and grow is. 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. Benefits 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) other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; 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. Essential Duties and Responsibilities Ensure a smooth transition for newly onboarded mortgage specialists while they complete training, undergo licensing requirements, and learn the Guaranteed Rate functions for closing a loan Work with a new mortgage specialist to ensure loans are locked, priced and disclosed properly The specialist will act as the newly onboarded VP's mentor and training partner to ensure complete understanding of the Guaranteed Rate POD flow, GR products, departmental structure and contacts Conducting continuous research of all investor guidelines and overlays to ensure alignment with current policies Skills and Competencies Expert knowledge of CFPB disclosure requirements, Guaranteed Rate POD flow, secondary market pricing scenarios and investor guidelines. 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. 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 Crain’s Chicago Business. Learn more at rate.com. At Rate Companies, we believe in empowering our people to make an impact every day. From industry-leading mortgage solutions to award-winning workplace culture, we’re proud to help our employees grow, collaborate, and succeed together. Introduce yourself to our recruiting team and we’ll connect you with future opportunities that match your skills and interests. #J-18808-Ljbffr