Marketing Relationship Manager

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