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: Senior Marketing Project Manager Job Description Summary: Salary: $75K to 90K Job Description: The role: Join our team dedicated to developing Rate’s marketing efforts. We’re looking for a marketing leader to support our high-growth Marketing team. This role serves as the Project Management lead for our email, platform, and CRM teams: overseeing project intake, prioritization, timelines, compliance, email operations, and campaign management to ensure marketing campaigns are properly configured, executed, and delivered on time. Overall Summary As a Senior Marketing Manager in this role, you will serve an essential role in ensuring projects are properly initiated, resourced and delivered on time as well as on brand. You will work with marketing leadership to prioritize projects and use Workfront to track projects and manage resources. Senior Marketing Managers closely partner with business leader counterparts to facilitate the delivery of all outlined assets. Key Workstreams: Project initiation – Input requests, manage projects from kickoff to delivery, and manage up to leadership to ensure on-time delivery of projects Workfront management – Lead project management within Workfront, ensuring projects are properly initiated, prioritized, managed, and completed from intake through delivery in accordance with department standards and established workflows. Daily prioritization and status updates – Monitor, reprioritize, and update the status of all active projects daily, proactively communicating priorities, progress, and changes to stakeholders and the broader team. Kickoff calls – Support and/or lead project kickoff calls to ensure work is outlined clearly to the broader team and initiated with the end goal in mind. Team meetings – Join weekly team meetings and report out updates on workstreams in progress. Email marketing – Manage the email marketing calendar, communicating schedule to the department at large. Compliance management – Manage the compliance review process by routing all marketing materials for approval, coordinating revisions based on feedback, and ensuring final assets meet all legal and regulatory requirements CRM Project Configuration – Configure new CRM marketing projects by establishing the appropriate templates, journeys, campaign settings, and system requirements to ensure successful execution and scalability. Quality of Work: Lead the charge on ensuring work is developed in accordance with approved workflows, aligns with brand guidelines and achieves objectives. Develop a foundational understanding of the brands, businesses and products. Actively participate in a culture of continuous improvement, encouraging innovation and creativity to drive the highest level of quality in projects. Process: Leads the successful delivery of requested projects, ensuring all inputs are provided prior to kickoff, necessary conversations between team members are held and that Compliance has approved prior to final delivery. Ensure approved processes are consistently leveraged to enhance efficiency, reduce bottlenecks and ensure timely delivery of projects. Lead the development of timelines and ongoing monitoring to identify potential risks and proactive measures to mitigate issues and ensure on-time delivery. Participate in critical conversations with SMEs and Marketing Creatives to ensure requests are understood by all parties as they come in. Communication: Maintain effective communication channels with cross-functional teams, ensuring clear and timely communication of project objectives, expectations, and updates. Participate in regular project status meetings, providing updates to stakeholders, addressing concerns and resolving issues in a timely and professional manner. Teamwork: Contribute to a high-performing cross-functional team, providing strong partnership and collaboration while maintaining sense of accountability for all team members. Collaborate with other department heads to ensure seamless integration and coordination between project management and other functional areas. Industry Knowledge: No mortgage experience? No problem. You just need to be willing to drink it in. Lots of people and background material to teach you the mortgage biz fast. Our goal is to generate leads to drive the business forward while building the brand. In this role you will learn the latest industry trends, emerging technologies, and best practices in project management, creative services, and marketing. 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
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