Rate · 9 hours ago
CRM Support Specialist
Chicago, IL
Full-time
Onsite
Entry Level
$50K/yr - $60K/yr
1+ years expRate 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. They are seeking a detail-oriented and customer-focused CRM Support Specialist to serve as a key point of contact for users of their Total Expert CRM platform, supporting loan officers and other teams in maximizing platform effectiveness.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
Own a support request end to end by using all the resources at your disposal
Understand when to leverage the team to find solutions, ask questions
Troubleshoot issues, responding to inquiries, and resolving user problems in a timely manner
Collaborate with manager on pertinent issues
Partner with other teams, such as Marketing, Sales, and Design
Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment
Coordinate use of multiple platforms to resolve issues and assist customers with their needs
Identify opportunities for improving CRM usage and effectiveness
Interface, build and maintain positive relationships with internal and external customers
Implement and enforce company policies regarding data and marketing as applicable to a CRM
Qualification
Required
1-2 years of experience in a Customer Service environment
Hands-on involvement with marketing automation, and data management
Strong written and verbal communication skills
Excellent problem-solving skills and attention to detail
Strong organizational skills
Proficient in Microsoft Office
A collaborative team player with a proactive attitude and a willingness to learn
Preferred
Knowledge with CRM platforms – Total Expert experience highly preferred
Familiarity with mortgage industry workflows, terminology, and compliance standards is preferred
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.
5001-10000 employees
H1B Sponsorship
Rate has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (7)
2023 (3)
2022 (15)
2021 (9)
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