市场专员
Marketing Specialist
Rate 是全国顶尖的零售抵押贷款机构之一，通过无缝、技术驱动的体验，帮助客户实现购房和财务目标。Rate 成立于 2000 年，总部位于芝加哥，已在全美 50 个州和华盛顿特区获得许可，已为超过 200 万业主提供了多种贷款产品、具有竞争力的利率和个性化服务。Rate 拥有 5000 多名员工，分布在 300 多个办公室和 12 家子公司中，其贷款专员在美国名列前茅。从购房到再融资，再到利用房产净值，Rate 让融资变得更加快捷、简单、压力更小。我们的技术——包括 Same Day Mortgage、Rate 应用、FlashClose℠、MyAccount 和语言援助计划——获得了 HousingWire、Scotsman Guide、NerdWallet、Chicago Tribune 和 Crain’s Chicago Business 的认可。了解更多请访问 rate.com。
职位简介：
市场营销专家职位描述摘要：
薪资范围：5 万至 6 万
职位描述：
职位概述：
我们正在寻找一位注重细节、以客户为中心的 CRM 支持专家加入我们的团队。在该职位上，您将作为 Total Expert CRM 平台用户的首要联系人，支持我们的贷款专员、市场团队和运营人员，以最大化平台的效率。总体而言，您的贡献将提升我们的贷款专员和分支机构的成功与盈利能力。
主要职责：
- 全程负责支持请求，充分利用所有可用资源。
- 理解何时借助团队寻找解决方案，提出问题。
- 排查问题，及时响应咨询并解决用户问题。
- 与经理合作处理相关问题。
- 与其他团队合作，如市场、销售和设计团队。
- 独立组织工作，优先安排任务，并在快节奏、高负荷环境中管理不断变化的优先级。
- 协调使用多个平台来解决问题，并协助客户满足需求。
- 识别提升 CRM 使用率和效果的机会。
- 与内部和外部客户进行沟通，建立并维护良好的关系。
- 实施并执行适用于 CRM 的公司政策，涉及数据和营销方面。
资格与技能：
- 在客户服务领域有 1-2 年的经验。
- 熟悉 CRM 平台 – 有 Total Expert 经验者优先
- 参与过营销自动化和数据管理的实际操作
查看英文原文
Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com.
Job Profile:
Marketing SpecialistJob Description Summary:
Salary Range: 50k to 60kJob Description:
Job Summary:
We are seeking a detail-oriented and customer-focused CRM Support Specialist to join our team. In this role, you will serve as a key point of contact for users of our Total Expert CRM platform, supporting our loan officers, marketing team, and operations staff in maximizing platform effectiveness. Overall, your contributions to the team will enhance the ability for our Loan Officers and branches to be successful and profitable.
Key Responsibilities:
- Own a support request end to end by using all the resources at your disposal.
- Understand when to leverage the team to find solutions, ask questions.
- Troubleshoot issues, responding to inquiries, and resolving user problems in a timely manner.
- Collaborate with manager on pertinent issues.
- Partner with other teams, such as Marketing, Sales, and Design.
- Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment.
- Coordinate use of multiple platforms to resolve issues and assist customers with their needs.
- Identify opportunities for improving CRM usage and effectiveness.
- Interface, build and maintain positive relationships with internal and external customers.
- Implement and enforce company policies regarding data and marketing as applicable to a CRM
Qualifications & Skills:
- 1-2 years of experience in a Customer Service environment.
- Knowledge with CRM platforms – Total Expert would be preferred
- Hands-on involvement with marketing automation, and data management.
- Strong written and verbal communication skills
- Familiarity with mortgage industry workflows, terminology, and compliance standards is preferred
- Excellent problem-solving skills and attention to detail.
- Strong organizational skills.
- Proficient in Microsoft Office.
- A collaborative team player with a proactive attitude and a willingness to learn.
Additional Job Description Summary:
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: Benefit Offerings for Washington State
Originally posted on Himalayas