Rate · 2 hours ago
Business Development Coordinator
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. They are looking for a dedicated and proactive Business Development Coordinator to serve as a primary point of contact, build relationships with clients, and provide operational support.
Responsibilities
Client and Partner Engagement: Serve as a primary point of contact, building and maintaining positive, professional relationships with clients, real estate agents, and attorneys. Call referral partners, new and existing, to set up appointments and discuss working together
Administrative & Operational Support: Answer phone calls and text messages, addressing inquiries from clients and real estate agents. Maintain team calendars and assist with general office duties
Marketing & Communication: Create and distribute daily emails for new listings and open house flyers to agents. Support lead generation efforts by collaborating with the marketing department on materials and flyers. Manage and distribute monthly office newsletters
Data & System Management: Perform data entry and maintain accurate client contact information. Utilize Encompass for data entry and to support the loan process. Pull and create marketing reports as needed
Qualification
Required
1+ years of experience in sales within the mortgage and/or real estate industry
Exceptional verbal and written communication skills
Proficiency in Microsoft Outlook, Word, Google Docs, Canva, and Excel
Familiarity and comfort with social media platforms
Strong organizational and time-management abilities
Ability to plan events for the team, new and existing referral partners
A strong commitment to customer service and a proactive, positive attitude
Ability to work some evenings and weekends as needed
Comfortable working in a fast-paced environment with a relatively complex and regulated underwriting process
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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