Businees Development Coordinator

About Guaranteed Rate Companies:

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:

$35,000-40,000 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. A BDC's tasks are divided between 3 important components including 1) Marketing support; 2) Business Plan and Referral Partner strategy; and 3) 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 are not provided access or credentials to systems that are reserved for tasks that must be performed by licensed employees, such as locking loans, taking applications, or holding themselves out as being 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 Idea generation and execution of 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 partners to increase the VP'sbrand and relationship in the community Phone and email support including checking messages, return calls and correspondence, to maintain organized files and work environment Maintaining calendars and scheduling meetings, closings and creating calendar invitations, and following up timely with referral partners Contact and follow up with Realtors and referral partners, provide them marketing support, such as marketing materials, Gateless signups and thank you cards, and attend weekly Broker Open Houses with and on behalf of the VP they support Enter the VP's referral partners into the company's CRM, document and track the increase in lead sources and make suggestions for changes to the business plan Database management including coordinating monthly correspondence to borrowers who recently closed a loan Complete tasks in a timely manner and work amicably with others and the POD Other duties and responsibilities as assigned

Competencies:

Excellent customer service skills and strong work ethic Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others Ability to work a fast-paced environment that will require strong organizational skills and analytical acumen Excellent time-management skills and follow up and follow through with ability to multitask and meet deadlines Familiarity with mortgage industry and GRI loan processes Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass) Ability to thing 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). Businees Development Coordinator 3.2 3.2 out of 5 stars

About Guaranteed Rate Companies:

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:

$35,000-40,000 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. A BDC's tasks are divided between 3 important components including 1) Marketing support; 2) Business Plan and Referral Partner strategy; and 3) 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 are not provided access or credentials to systems that are reserved for tasks that must be performed by licensed employees, such as locking loans, taking applications, or holding themselves out as being 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 Idea generation and execution of 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 partners to increase the VP'sbrand and relationship in the community Phone and email support including checking messages, return calls and correspondence, to maintain organized files and work environment Maintaining calendars and scheduling meetings, closings and creating calendar invitations, and following up timely with referral partners Contact and follow up with Realtors and referral partners, provide them marketing support, such as marketing materials, Gateless signups and thank you cards, and attend weekly Broker Open Houses with and on behalf of the VP they support Enter the VP's referral partners into the company's CRM, document and track the increase in lead sources and make suggestions for changes to the business plan Database management including coordinating monthly correspondence to borrowers who recently closed a loan Complete tasks in a timely manner and work amicably with others and the POD Other duties and responsibilities as assigned

Competencies:

Excellent customer service skills and strong work ethic Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others Ability to work a fast-paced environment that will require strong organizational skills and analytical acumen Excellent time-management skills and follow up and follow through with ability to multitask and meet deadlines Familiarity with mortgage industry and GRI loan processes Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass) Ability to thing 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).