Marketing And Business Development Coordinator
Rate, Springfield, MA, United States
The Guaranteed Rate Companies is a leader in mortgage lending and digital financial services. Headquartered in Chicago, the Guaranteed Rate Companies has more than 7,000 employees in over 850 branches across the U.S., serving all 50 states and Washington, D.C. Since its launch in 2000, Guaranteed Rate Companies has helped more than 1 million homeowners with home purchase loans and refinances, with a total loan volume of more than $116 billion in 2021 alone. The company has cemented itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. Honors and awards include: Top Lender for Online Service for 2018 by U.S. News & World Report; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; HousingWire’s 2020 Tech100 award for the company’s industry-leading FlashClose℠ technology; No. 3 ranking in Scotsman Guide’s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine’s Lender of the Year for six consecutive years; and Chicago Tribune’s Top Workplaces list for seven consecutive years. Visit rate.com for more information.
Pay Range: $40,000-45,000 annually
Job Summary
The central focus of a Business Development Coordinator (BDC) is to support one or more Vice President(s) of Mortgage Lending (VP) with a variety of tasks related to increasing their production, efficiency, and quality of work. BDC tasks are divided into three main components:
Marketing support
Business Plan and Referral Partner strategy
Follow‑up and communication with current and future lead sources
BDCs are not licensed and may NOT perform any activity requiring a license. All marketing activities are performed under the supervision and guidance of the VP they support, and in the VP's name. BDCs do not receive access or credentials to systems reserved for licensed employees, such as locking loans, taking applications, or representing themselves as able to perform those activities through independent marketing or other avenues.
Essential Duties and Responsibilities
Help VP(s) add value and growth to their origination volume
Generate and execute the VP's business plan, including lead generation ideas and sources
Attend, coordinate, plan, and execute monthly events in coordination with the Marketing Department for Realtor and other partner engagement to increase the VP's brand and relationships in the community
Provide phone and email support: check messages, return calls, and correspondence; maintain organized files and work environment
Maintain calendars and schedule meetings, closings, and create calendar invitations; follow up timely with referral partners
Contact and follow up with Realtors and referral partners; provide marketing materials, gate‑less sign‑ups and thank‑you cards; attend weekly Broker Open Houses on behalf of the VP they support
Enter the VP's referral partners into the company's CRM, document and track increases in lead sources, and suggest changes to the business plan
Manage the database, including coordinating monthly correspondence to borrowers who recently closed a loan
Complete tasks in a timely manner, working amicably with others and the POD
Perform additional duties as assigned
Exhibit excellent customer service skills and a strong work ethic
Show exceptional verbal and written communication and listening skills; convey information up and down management levels and influence others
Work effectively in a fast‑paced environment requiring strong organizational and analytical skills
Display excellent time‑management skills and follow‑through with ability to multitask and meet deadlines
Have familiarity with mortgage industry and GRI loan processes
Maintain strong attention to detail while meeting deadlines in a fast‑paced environment
Proficient in Microsoft Office Suite (Outlook, etc.) and loan origination systems (preferably Encompass)
Think strategically to solve problems or challenges with loan files
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy, or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including 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); and other supplemental benefits (e.g., legal planning assistance, identity theft protection, pet insurance, wellness resources).
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Pay Range: $40,000-45,000 annually
Job Summary
The central focus of a Business Development Coordinator (BDC) is to support one or more Vice President(s) of Mortgage Lending (VP) with a variety of tasks related to increasing their production, efficiency, and quality of work. BDC tasks are divided into three main components:
Marketing support
Business Plan and Referral Partner strategy
Follow‑up and communication with current and future lead sources
BDCs are not licensed and may NOT perform any activity requiring a license. All marketing activities are performed under the supervision and guidance of the VP they support, and in the VP's name. BDCs do not receive access or credentials to systems reserved for licensed employees, such as locking loans, taking applications, or representing themselves as able to perform those activities through independent marketing or other avenues.
Essential Duties and Responsibilities
Help VP(s) add value and growth to their origination volume
Generate and execute the VP's business plan, including lead generation ideas and sources
Attend, coordinate, plan, and execute monthly events in coordination with the Marketing Department for Realtor and other partner engagement to increase the VP's brand and relationships in the community
Provide phone and email support: check messages, return calls, and correspondence; maintain organized files and work environment
Maintain calendars and schedule meetings, closings, and create calendar invitations; follow up timely with referral partners
Contact and follow up with Realtors and referral partners; provide marketing materials, gate‑less sign‑ups and thank‑you cards; attend weekly Broker Open Houses on behalf of the VP they support
Enter the VP's referral partners into the company's CRM, document and track increases in lead sources, and suggest changes to the business plan
Manage the database, including coordinating monthly correspondence to borrowers who recently closed a loan
Complete tasks in a timely manner, working amicably with others and the POD
Perform additional duties as assigned
Exhibit excellent customer service skills and a strong work ethic
Show exceptional verbal and written communication and listening skills; convey information up and down management levels and influence others
Work effectively in a fast‑paced environment requiring strong organizational and analytical skills
Display excellent time‑management skills and follow‑through with ability to multitask and meet deadlines
Have familiarity with mortgage industry and GRI loan processes
Maintain strong attention to detail while meeting deadlines in a fast‑paced environment
Proficient in Microsoft Office Suite (Outlook, etc.) and loan origination systems (preferably Encompass)
Think strategically to solve problems or challenges with loan files
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy, or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including 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); and other supplemental benefits (e.g., legal planning assistance, identity theft protection, pet insurance, wellness resources).
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