Rate · 3 days ago
Office Assistant- Entry Level
Rate is the 2nd-largest retail mortgage lender in the U.S., dedicated to providing exceptional customer service and innovative solutions. The Office Assistant will assist the team in maintaining daily workflow and overseeing personal daily production, ensuring that departmental standards are met.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
You’ll be reviewing documents, and we’ll need your attention to detail.Most commonly Final Documents from mortgage closings
Communicate errors and issues to management, settlement agents and internal departments via phone calls and email in a clear manner
Ability to pull and review individual pipelines via our encompass system
Skills with excel or desire to learn Excel
Qualification
Required
Attention to detail
Ability to communicate errors and issues clearly via phone calls and email
Ability to pull and review individual pipelines via the encompass system
Skills with Excel or desire to learn Excel
Ability to work on-site in an office environment and able to lift/transport bins approximately 10-40lbs
Comfortable with Microsoft Office suite
Great attention to detail on repetitive daily review tasks
Phone skills
Independently able to work on tasks, but also communicate with team leadership when needed
Preferred
College degree or 3 years office experience
Experience with Mortgage documents, specifically Final Title policies and Mortgages/Security Deeds, and/or settlement closing actions
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)
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Recent News
2025-12-25
2025-12-04
2025-12-03
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