Marketing Business Development Assistant

About Rate:

Rate is the 2nd-largest retail mortgage lender in the U.S. By offering industry-leading tools, low-rate mortgages, and unparalleled customer service, we’ve become the Home Purchase Experts®. At Guaranteed Rate, we think big – pushing beyond what most people believe is possible. We strive to work with the best of the best, building business with the best referral partners and hiring the best employees – allowing us to deliver world-class customer service. Our goal is to make sure every customer has a great experience. Headquartered in Chicago with 5,000 employees in 300 offices across the U.S. and licensed in all 50 states, we’ve helped thousands of homeowners with more than $37 billion in home purchase loans and refinances in just the past year alone.

Compensation: $60k to 90k

What's the Role?

Guaranteed Rate is seeking an organized, outgoing, and relationship-focused Business Development & Marketing Assistant to support one or more high-performing Vice Presidents and their referral partner network. This role is ideal for someone who enjoys building relationships, coordinating marketing initiatives, managing multiple projects, and helping drive business growth in a fast-paced environment.

As a key member of the team, you'll serve as the primary coordinator for referral partner initiatives, marketing projects, events, and day-to-day business development activities. The ideal candidate is proactive, detail-oriented, highly organized, and enjoys working with people.

Responsibilities

• Conduct outreach to new and existing referral partners to schedule appointments and strengthen business relationships.
• Manage ongoing communication, projects, and requests from referral partners to ensure a best-in-class experience.
• Track referral partner performance and relationship ROI to help determine the effectiveness of marketing investments and partnership opportunities.
• Prepare and submit expense reports while tracking reimbursements and marketing budgets.
• Coordinate marketing events, including planning, attendee invitations, RSVP management, and post-event follow-up.
• Coordinate the creation of co-branded marketing materials and fulfill marketing requests from referral partners.
• Manage monthly client closing gifts and ensure timely delivery.
• Coordinate holiday outreach campaigns and appreciation initiatives for referral partners.
• Maintain CRM records, calendars, and project timelines while keeping executives organized.
• Provide general administrative and marketing support to help drive business development initiatives.
• Collaborate with internal marketing and operations teams to execute campaigns and special projects.

Qualifications

• Previous experience in relationship management, client services, marketing, event coordination, business development, or a similar customer-facing role preferred.
• Mortgage or sales experience is not required.
• An outgoing, energetic, and sales-minded personality with a genuine passion for building relationships.
• Exceptional verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously.
• Comfortable working independently while thriving in a collaborative, fast-paced environment.
• Proficiency with Microsoft Outlook, Word, Excel, and other standard business applications.
• Experience with CRM systems and social media is a plus.
• This is a relationship-driven role that requires a professional, polished, and customer-focused approach when interacting with referral partners, clients, and internal teams.

Guaranteed 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).

Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures

Applications are being accepted on an ongoing basis, until position is filled.