About Rate Companies:
We’re Rate, the 3rd-largest retail mortgage company in the U.S.—and aiming to be #1. We’re dedicated to the idea that belief makes anything possible. In 21 years, we’ve gone from start-up to funding more than $100 billion in a single year. Our family is 11,000 people driven to making getting a mortgage the easiest part of the homebuying process. We hire the best people and have the industry’s best technology. (We invented the Digital Mortgage and work every day to create more leading-edge tech). Our HQ is in Chicago, but we’re in every state in more than 850 offices, working to make the dream of homeownership a reality for tens of thousands of people every year. Believe you’d be perfect here? We believe it too and would love to hear from you.

Pay Range: $50 to 60k

Job Overview:

Rate is looking for a motivated and detail-oriented Marketing Training Specialist to join our dynamic marketing platform team. In this role, you'll help empower our loan officers and sales teams by delivering engaging training content and supporting the adoption of our marketing tools—most notably, our CRM platform Total Expert. You’ll be at the forefront of enabling our loan officers to succeed through our centralized education hub and hands on support.

This is a great opportunity for someone who is an excellent communicator, adaptive, and passionate about helping others succeed—especially within a fast-paced, high-impact marketing environment.

Key Responsibilities:

• Create and maintain training materials within our centralized education hub to support CRM and marketing platform adoption.
• Educate loan officers on the capabilities and best practices of our CRM platform through live training, short-form video, news posts, and open forums.
• Conduct office-hour style sessions, offering direct support and real-time Q&A to ensure users feel confident and capable based on their unique business strategy.
• Assist in developing launch and post-launch materials for new platform features and enhancements.
• Collaborate with the Marketing Training Manager to align training efforts with broader marketing and sales initiatives.
• Respond to basic platform-related questions and escalate when needed, maintaining a high level of service and responsiveness.
• Continuously gather feedback from users and identify opportunities to highlight success stories.

Preferred Qualifications:

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 1-2 years of experience in marketing, training, communications, or sales support.
• Strong written and verbal communication skills with an engaging, approachable presentation style.
• Comfortable speaking to small and large-sized groups – providing a welcoming space to both listen and educate.
• Experience with CRM platforms—Total Expert experience highly preferred.
• Strong organizational skills and attention to detail.
• Proficient in Microsoft Office, especially SharePoint.
• A collaborative team player with a proactive attitude and a willingness to learn.
• A passion for education, coaching, or public speaking.
• Experience creating training guides, how-to videos, or other instructional content.

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).

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

Click here to apply online

Details