Rate

Marketing

• Own support requests end to end using available resources
• Leverage the team to find solutions and ask questions when appropriate
• Troubleshoot issues, respond to inquiries, and resolve user problems in a timely manner
• Collaborate with the manager on pertinent issues
• Partner with Marketing, Sales, Design, and other teams
• Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment
• Coordinate multiple platforms to resolve issues and assist customers
• Identify opportunities to improve CRM usage and effectiveness
• Build and maintain positive relationships with internal and external customers
• Implement and enforce company policies regarding CRM data and marketing

Marketing Specialist

Learning and Development

• Train and enable employees on proprietary technology, including features, functionality, and mortgage-process usage
• Host and deliver live training sessions for audiences of 20 to 200 trainees
• Support newly hired mortgage loan officers as they transition from training to active roles
• Develop, update, and maintain training materials, job aids, reference guides, FAQs, and other lending-department assets
• Record 3–6 minute video training assets demonstrating system functionality
• Manage ServiceNow tickets and the training inbox
• Troubleshoot technology and system issues and answer loan officer questions
• Collaborate with VPs, stakeholders, and business partners on loan-level questions, process clarifications, feedback, and user experience improvements
• Manage inbound support requests related to systems, workflows, lending processes, and technology adoption
• Provide guidance through email, chat, and one-on-one support
• Facilitate training classes and coaching sessions
• Assist with training communications, release announcements, and technology updates

Corporate Trainer

Art Director

• Concept and execute creative from initial idea through final production
• Develop campaign concepts, visual identities, and scalable design systems across multiple channels
• Lead creative across paid and organic social, digital, email, OOH, print, events, partnerships, and other brand touchpoints
• Translate business objectives and creative briefs into visual solutions
• Provide hands-on art direction and feedback to designers
• Partner with copywriters and creative team members on cohesive concepts and brand stories
• Present work to Creative leadership and cross-functional stakeholders
• Own projects through concept development, reviews, revisions, production, and final delivery
• Manage multiple projects and priorities while meeting timelines and maintaining craft quality
• Communicate project status, workload, risks, and timeline concerns proactively
• Prepare work, context, questions, and next steps for creative reviews
• Maintain visual consistency across campaigns and help evolve the Rate brand
• Ensure final work is accurate, polished, production-ready, and aligned with brand standards
• Improve creative systems, templates, and processes
• Monitor design, advertising, social, motion, and cultural trends and share relevant inspiration