Rate · 1 day ago
Consumer Direct Mortgage Specialist
United States
Full-time
Remote
New Grad, Entry LevelRate 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. The Mortgage Specialist evaluates creditworthiness by processing loan applications and documentation, interviewing applicants to determine financial eligibility, and providing exceptional client service throughout the loan process.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
Promote the significant advantages of working with Rate
Build rapport with clients to ensure we identify the best solution for the loan needs
Interview applicants to determine financial eligibility and granting loans
Counsel on the home buying or refinance process, providing exceptional client service along the way
Reply to potential inquiries from company-generated prospects
Reach or exceed sales goals and objectives
Operate in compliance with laws and regulations
Qualification
Required
NMLS Licensed
The ability to identify and pursue sales opportunities effectively
Familiarity with computers and banking applications/software
Dedication to learning - We'll provide ongoing sales and industry training to help you succeed
Excellent communication and interpersonal skills
Customer satisfaction orientation and sales competencies
Adaptability - resiliency and an openness to adapting to industry changes are required
Ability to work in a goal-oriented environment
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.
Founded in 2000
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase