The Bryan Schmidt Group / Preferred Rate • Grayslake , IL , US
The Bryan Schmidt Group at Preferred Rate is a high-performing mortgage team based in Chicagoland. Our business is built on
relationships, referrals, and trust
— not gimmicks or rate-chasing.
Our goal is simple but demanding:
Convert
2% of our database into closed referrals or repeat business every month
Build and support
40 high-quality real estate agent partners
Turn
every closed loan into at least one referral and one new relationship
We are looking for a sharp, organized, execution-obsessed professional to run our marketing and relationship engine.
This role is responsible for
executing, organizing, and optimizing
all database marketing, referral partner communication, and content delivery — so nothing slips, nothing gets stale, and everything stays compliant.
You are not the face of the brand — you are the engine behind it.
Responsibilities Weekly Content & Communication Execution
Manage and distribute weekly mortgage market content (news, insights, emails, video scripts)
Prepare and deploy:
Weekly value-based emails, Social media content ideas, Video scripts (past clients + real estate agents)
Ensure all content is:
Respectful, concise, professional, and helpful, fully compliant with state mortgage regulations and the Fair Housing Act, Referral-focused and direct-response driven
Database & CRM Management Maintain clean, accurate CRM data, including:
Contact info, Social media profiles, Tags/segments (past clients, COIs, agents, leads, pre-approvals)
Track and organize: Deals in process, Pre-approvals, Active leads, Past referral partners, New and prospective agent partners
Ensure proper segmentation so the
right message goes to the right audience
Referral & Relationship Marketing Support
Support quarterly calls, annual reviews, and ongoing outreach campaigns
Assist with: Client appreciation initiatives, Educational events or classes, Agent partner engagement campaigns
Track referral sources and outcomes to ensure accountability
Process, Systems & Automation
Own the execution calendar — nothing is “remembered,” everything is scheduled
Help refine workflows so marketing runs
consistently and automatically
Coordinate with Bryan to improve systems, messaging, and timing
Flag bottlenecks, missed opportunities, or engagement drop-offs
Qualifications You will thrive in this role if you:
Love
organization, systems, and execution
Enjoy working closely with a high-performing loan officer
Prefer being behind the scenes rather than presenting or selling
Are proactive, detail-oriented, and reliable
Take pride in making complex systems feel simple and smooth
Required Skills & Experience
Experience in marketing, operations, or CRM management (mortgage or real estate a plus)
Comfortable working with CRMs, email platforms, and social tools
Close attention to detail and follow-through
Ability to manage recurring deadlines without reminders
Compensation $58,000 - $65,000 yearly
About The Bryan Schmidt Group / Preferred Rate We don’t do “volume at all costs.”
We do
relationships, precision, and long-term referrals .
Every file represents a family making a life decision. We take that seriously — and we expect you to as well.
If you want a role where your work directly impacts closings, referrals, and growth — this is it.
#J-18808-Ljbffr
The Bryan Schmidt Group at Preferred Rate is a high-performing mortgage team based in Chicagoland. Our business is built on
relationships, referrals, and trust
— not gimmicks or rate-chasing.
Our goal is simple but demanding:
Convert
2% of our database into closed referrals or repeat business every month
Build and support
40 high-quality real estate agent partners
Turn
every closed loan into at least one referral and one new relationship
We are looking for a sharp, organized, execution-obsessed professional to run our marketing and relationship engine.
This role is responsible for
executing, organizing, and optimizing
all database marketing, referral partner communication, and content delivery — so nothing slips, nothing gets stale, and everything stays compliant.
You are not the face of the brand — you are the engine behind it.
Responsibilities Weekly Content & Communication Execution
Manage and distribute weekly mortgage market content (news, insights, emails, video scripts)
Prepare and deploy:
Weekly value-based emails, Social media content ideas, Video scripts (past clients + real estate agents)
Ensure all content is:
Respectful, concise, professional, and helpful, fully compliant with state mortgage regulations and the Fair Housing Act, Referral-focused and direct-response driven
Database & CRM Management Maintain clean, accurate CRM data, including:
Contact info, Social media profiles, Tags/segments (past clients, COIs, agents, leads, pre-approvals)
Track and organize: Deals in process, Pre-approvals, Active leads, Past referral partners, New and prospective agent partners
Ensure proper segmentation so the
right message goes to the right audience
Referral & Relationship Marketing Support
Support quarterly calls, annual reviews, and ongoing outreach campaigns
Assist with: Client appreciation initiatives, Educational events or classes, Agent partner engagement campaigns
Track referral sources and outcomes to ensure accountability
Process, Systems & Automation
Own the execution calendar — nothing is “remembered,” everything is scheduled
Help refine workflows so marketing runs
consistently and automatically
Coordinate with Bryan to improve systems, messaging, and timing
Flag bottlenecks, missed opportunities, or engagement drop-offs
Qualifications You will thrive in this role if you:
Love
organization, systems, and execution
Enjoy working closely with a high-performing loan officer
Prefer being behind the scenes rather than presenting or selling
Are proactive, detail-oriented, and reliable
Take pride in making complex systems feel simple and smooth
Required Skills & Experience
Experience in marketing, operations, or CRM management (mortgage or real estate a plus)
Comfortable working with CRMs, email platforms, and social tools
Close attention to detail and follow-through
Ability to manage recurring deadlines without reminders
Compensation $58,000 - $65,000 yearly
About The Bryan Schmidt Group / Preferred Rate We don’t do “volume at all costs.”
We do
relationships, precision, and long-term referrals .
Every file represents a family making a life decision. We take that seriously — and we expect you to as well.
If you want a role where your work directly impacts closings, referrals, and growth — this is it.
#J-18808-Ljbffr